Managers of Wealth

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform

HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’

Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August

Standard Chartered Presents 2024 Market Outlook to Hundreds of High-Net-Worth Clients

Over the next few weeks, the Bank will reach out to 5,000 clients with over 20 planned events in markets

Patience in an uncertain environment

Markets & Investment Update

UBS Launches Large-scale Brand Campaign

The results of that exercise came into full view on Tuesday during the bank's worldwide launch of its new brand campaign.

Migros Bank: CEO Manuel Kunzelmann was right

As expected, the most important contribution to this came from the interest business, where success increased by a quarter to 641.4 million francs.

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

This is the second consecutive year the team has been named to the list.

Endowus launches CashUp Portfolios offering institutional-grade, flexible short-term cash management solution for Hong Kong investors

New investment offering enables investors to manage their short-term cash with access to institutional share class money market funds at lower fees, with projected net yields of up to 5.5%* per annum

FNZ completes acquisition of Luxembourg-based B2B fund platform ifsam to strengthen global proposition

Luxembourg, the largest fund centre in Europe, will become FNZ’s centre of excellence for fund processing services in Europe.

$1.6 Billion Advisor Team Joins UBS Private Wealth Management in Northbrook, IL

“We’re excited to welcome Jack, Susan, Brian and their team to UBS,” said Michael Gatewood, Chicago Market Executive at UBS Private Wealth Management.

321 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.

Rothschild & Co: 2023, a record year for Asset Management

This dynamic inflow was mainly driven by the bond asset class.

Forbes Magazine Best-In-State Wealth Management Teams for 2024 - The Bellwether Group at Morgan Stanley

Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research

Charlotte Bobroff: from rising star to UHNW Wealth Manager of the Year

Spear's Awards 2023 winner: Charlotte Bobroff, head of J.P. Morgan Private Bank's UK consumer and retail team, won UHNW Wealth Manager of the Year, in association with Aranyani

Macquarie European Infrastructure Fund 7 reaches €8 billion of investor commitments

MEIF7 is the seventh vintage of Macquarie Asset Management’s successful European Infrastructure Fund series and was raised with a target size of €7-8 billion.

Union Bancaire Privée reports net profit of CHF 223.8 million, up 6.4% year on year.

The operating result reached CHF 269.2 million, reflecting an increase of 11.6% from CHF 241.2 million in 2022.

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part

Profile star adviser and ‘director of lunch’ McCroddan dies

Michael McCroddan co-founded Hanbury Wealth Management with Chris Emery in 2010.

Citi Tells Private Bankers Not to Discuss Yuan in Mainland China

Relationship managers who travel to China typically can’t discuss investments or solicit business though they can meet with clients to build relationships.

Morgan Stanley Wealth Management Pulse Survey Reveals Significant Increase in Bullish Investor Sentiment

Yet, inflation continues to be a top concern.

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Wealth and Asset Management