Managers of Wealth

Asia Pacific wealth the star for Swiss banking giant UBS

The UBS Asia Pacific business saw 2020 profits close to double from $560m to $1.1bn, while AUM increased $110bn to $660bn by the end of 2020.

Gresham House assets rocket 42% in 2020 on ESG wave

Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.

Atria Wealth Solutions to Acquire Independent Wealth Management Firm

Atria subsidiaries continue to expand financial professional footprint and increase assets

Few employ a philanthropic strategy despite recent groundswell in interest – Johan van Zyl

Philanthropy plays an important role in defining purpose

Credit Suisse launches Man AHL TargetRisk Core Custom Index

This is the first index linked to one of Man Group's renowned quantitative long only multi-asset strategies.

SocGen Private Bank outsources international back office IT to Azqore

The agreement would cover Societe Generale Private Banking in Luxembourg, Monaco and Switzerland and the Group Kleinwort Hambros, headquartered in London.

Lombard Odier Family Saga Plays out in Court

The brothers wanted extend their claim to current and recent partners of Lombard Odier like Patrick Odier.

UBS CEO Splits Up Key Role

Hamers also appointed Chris Gelvin (pictured below) chief transformation officer, in addition to his current job as head of group operations.

Hightower Makes Strategic Investment in Wealth Advisor

The $830 million Westchester County, New York wealth management firm will leverage Hightower’s operational, investment management and business acceleration services to enhance growth.

Brewin Dolphin - Quarterly Trading Update

Total funds grew to £51.4bn, higher than pre-COVID levels, driving strong income growth of 7% in the quarter

Temenos Extends Partnership with Schroders for Wealth Front Office

Schroders Wealth Management has been a long-time Temenos client and Temenos Transact for its core banking technology has helped the bank to cut costs by a third, simplify its IT landscape by 63%, build customized services, and improve service quality.

Investors face clone firm investment scam epidemic

On the other side, many others will have experienced a hit to their incomes, and will be trying to achieve the best return possible on their savings.

Coutts to relaunch £5bn UHNW arm

CFO offers the bank’s wealthiest clients unique investment opportunities, tax and inheritance planning and the ability to facilitate their philanthropic ambitions.

Support for business

For the second year in a row, WKB is suspending the amortization obligation for its corporate and self-employed customers.

‘Limited upside potential left’ in equity, says Geneva wealth manager

The outlook said the markets are pricing in that the health crisis can be solved.

City of London: Big Bang With a Swiss Assist

In the past, the EU punished Switzerland for the delays surrounding the framework agreement by withdrawing stock exchange equivalence.

Berenberg boosted by Deutsche Bank’s retreat from equities

Private German bank reports record profits and plans to broaden footprint in Frankfurt

Expect more sustainability discrimination in all asset classes

Fundamentals are structurally positive for environmental and ESG themes to outperform.

SJP partners with financial services training firm

“We are delighted to be working with Redmill Advance to provide an effective and flexible way for individuals to learn, giving them the best opportunity for exam success.”

Vontobel Asset Management transitions front-to-back investment servicing to State Street AlphaSM

The agreement represents a new strategic partnership between State Street and Vontobel Asset Management, an active asset manager with global reach and a multi-boutique approach with more than CHF 120 billion in assets under management (AUM).

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Wealth and Asset Management