Managers of Wealth

Capital Group partners with UBS

The MSI combines four fixed income sectors -- investment-grade corporate bonds, high-yield corporate bonds, emerging-market debt and securitized credit -- in a single portfolio, according to the disclosure.

Two UBS Jersey leaders nominated for Woman of the Year category in global Powerwomen Awards 2023

The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.

Strategic financial planning for 2023

Many people only consider segments of their finances at a time.

Customer service meltdown at the royal bank Coutts

A digital switchover has left the prestigious firm in disarray, its £1,200-a-year clients say

The Most Effective Way To Move Upmarket

For a great many advisors to do well going forwards, they need to work with wealthier clients—they need to move upmarket.

Hargreaves Lansdown’s billionaire founder calls for ‘huge’ cost cuts

Investment group’s largest shareholder urges the board to focus on selling investments rather than offering robo-advice

UBS Joins China Reopening Bull Camp

This means a full reopening is likely to play out in 1Q23, auguring well for the medium-term investment outlook.

Apex Group closes acquisition of the Maitland business

Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa

Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth

This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.

Impax Asset Management hails 6% asset uplift in first quarter

Assets under management were GBP37.94 billion on December 31, up 6.4% from GBP35.68 billion three months before.

Kingswood completes £6.2m deal to buy Planner firm

The deal was announced in mid-December and has just received regulatory approval.

TISE enters anniversary year with record number of listings

This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.

Jupiter: '2023 will be the most exciting time for fixed income'

The question for 2023 is how quickly growth and inflation can allow policy to loosen.

Asset manager opens Swiss office for ex-Robeco team

The office in Zurich hosts six staff, including a five-person sustainable thematic equity team, all of whom had already joined from Robeco, and a data manager.

Invesco shuts EM bond fund as assets dwindle

The firm said the Global Emerging Markets Bond fund was ‘no longer economically viable’ and will be closed at the end January.

Janus Henderson revamps management teams amid cost-savings plan

Programme designed to save millions in ‘cost efficiencies’ results in the departure of several portfolio managers.

Digital Currency Group shutdowns wealth management business

Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.

EFG's Dikshit believes India and Japan markets can resist global headwinds

Ashish Dikshit, head of advisory solutions and product management Singapore, EFG Bank, is optimistic about the domestic-focused Indian economy and is encouraged that a weak yen will support Japanese corporate earnings.

Wealth Management – 2023 Outlook

As some 12% of Advisers look to exit or sell their businesses, acquisitions will continue to play a key part in the succession planning for many advice firms.

UBS and Credit Suisse just remain in focus in Asia

Refinitiv data for the fourth quarter of 2022 shows that CS has climbed four spots year-on-year as the second-largest Swiss bank and ranks 7th in announced mergers and acquisitions in Asia-Pacific ex-Japan.

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Wealth and Asset Management