Managers of Wealth

Credit Suisse «Turbo-Charging» High Net Worth Business

Following its recent reorganization, Credit Suisse has deemphasized investment banking and placed even greater importance on its wealth management business.

Credit Suisse wealth boss De Ferrari targets growth markets, tech boost

Around 60% of Credit Suisse's wealth business is exposure to what it calls growth markets such as the Asia-Pacific region and emerging markets, and the other main part is business with ultra-wealthy entrepreneurs.

When will growth reaccelerate?

Tight US monetary policy, the energy crisis in Europe, and ongoing COVID-19 and property market challenges in China are likely to contribute to lower economic growth and earnings declines in 2023.

Spectrum Wealth Management Joins Focus Financial

The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.

Meet E4S: the academic venture spearheading the transition to a circular economy

E4S came from the realisation that as academics we were not doing enough to support society in facing its challenges.

CS First Boston - a very American dream

CS First Boston, which will one day include international capital markets business and advice to companies on mergers and acquisitions (M&A), will be even closer to Wall Street than CS investment banking is today.

Goldman’s China Wealth Product Debut Draws Limited Demand

The funds raised, amid heightened market volatility, accounted for just a fraction of the fundraising ceiling of 5 billion yuan.

Zug IAM overhauls board in pivot away from Russian clients

St. Gotthard Fund Management will now be known as St. Gotthard Wealth.

Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards

In addition, Scotia Global Asset Management's investment teams also received recognition by Refinitiv Lipper with 7 individual mutual fund and ETF awards across 6 categories.

RC Brown helps Alan Beaney’s son launch new wealth firm

The son of RC Brown investment director Alan Beaney has launched a wealth business with the support of his father’s firm.

Rothschild & Co and CarbonCure Technologies announce long-term carbon compensation partnership

CarbonCure is a Canadian company that offers a suite of technologies to the concrete industry that reduce and remove carbon dioxide (CO2) from the atmosphere through mineralisation in concrete.

Liontrust profits grow 9% despite falling AUM

11% drop in AuMA

Kicking off the World Cup with the UBS A&E team

The quadrennial international men's soccer championship, will be held from late-November to mid-December, due to Qatar's intense summer heat.

Butterfield Receives ‘Best Private Bank’ Awards

This year, more than 120 banks from 50 countries entered the awards

Saxo Markets sees opportunity in wealth management

Financial advisors can use technology to provide multi-asset capabilities, strong client management and wealth management tools, said Ivan Chang.

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients

UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth

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Wealth and Asset Management