Managers of Wealth

Consolidation in asset management expected to continue in 2024

Of the mergers which may spring to readers’ minds the chumming up between Rathbones and Investec may be at the forefront.

Investing after the late-2023 rally

Recent releases also point to resilient growth, with US retail sales beating expectations and a still-robust US labor market.

IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce

Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach

How private equity bosses become wealth clients

As private equity firms are growing assets, their staff are increasingly short on time to look after their personal wealth.

Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Intelligent Capital

The transaction is subject to customary regulatory approval but is expected to complete by March 2024.

An innovative approach to sustainability – interview with Jean-Pascal Porcherot

Today, he oversees the management of over CHF 63 billion in assets.

Baloise is dealing with asset managers from Zug

This emerges from a statement from the fund company, which specializes in governance and stewardship issues, on Tuesday.

Société Générale Private Banking Switzerland, the combination of local and international

Finally, Société Générale Private Banking Suisse makes all of its expertise and its offering available to independent wealth managers (IFMs) and their clients.

SNB: 2024 feels a lot like 2023 for the federal government and the cantons

This is now also the case with regard to the monetary authority's annual financial statements.

Impax to acquire fixed income assets and expand portfolio management team in agreement with Copenhagen-based Formuepleje

Impax has entered into an asset purchase agreement with the Formuepleje Group, an existing client and distribution partner of Impax, with respect to the acquisition.

Succession Wealth buys Plymouth-based IFA adding £165m in assets

UBS Plans Bigger China Onshore Wealth, Asset Management Business

UBS last year signed a memorandum of understanding to collaborate with Industrial & Commercial Bank of China Ltd. to serve its global and onshore clients

Why you should do estate planning before selling your business

Planning as early as possible how you want to use the wealth you have accumulated to your loved ones will give you more options.

Isle of Wight Santander closes for month-long refurbishment

The work is expected to take about a month and customers have been told to try mainland branches instead.

What will happen to private banking in 2024?

Three top Swiss private banking heads forecast the future of the industry.

Asia Wealth Managers Opening Offices in Dubai

Dubai’s financial ecosystem and business-friendly rules are attracting more foreign businesses.

The private banking association is now even more hoping for new members

Now the lobby organization has gained a new institute - and hopes that the trend will change.

LGT continues expansion in Germany with new office in Frankfurt

LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.

Constructing ESG portfolios to achieve both performance and impact

But the nature of this fast-evolving discipline has changed dramatically.

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

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Wealth and Asset Management