Managers of Wealth

Rothschild receives two of the top awards

For Bank for Governments of the Year, judges highlighted our willingness and ability to think creatively for clients and our trusted relationships with governments around the world.

Morningstar: Fourth-Quarter, Full-Year 2021 Financial Results

Operating expense increased 22.9% to $387.4 million in the fourth quarter of 2021.

Julius Baer sells 50% stake in major Mexican wealth manager

The transaction follows a review of the Group’s strategic participations and the conclusion that NSC Asesores can develop and grow best under a different ownership structure.

Quilter Cheviot partners with the WealthiHer network

The WealthiHer Network is a leading professional network

LLB Group reports record growth

With a net new money inflow of CHF 7.2 billion, the LLB Group achieved the largest organic growth in its history.

UBS – after the price crash, the inevitable happens

As the world's largest private bank, UBS is regularly exposed to the problem of margin calls.

Director of Barings EMEA trust steps down from Russian bank directorship

Sberbank accounts for 32.6% of Russia's total bank assets.

Veteran KPMG partner launches high-net-worth family consultancy

Lineage Group also assists families with advice about how to use their wealth to support social causes.

‘The market will shrink’: Russian clients in Switzerland face uncertain future

With the full extent of new sanctions unclear following Russia's invasion of Ukraine, Switzerland's specialists in Russian clients share their expectations for the industry's future.

Brooks Macdonald linked to new bid for 7IM

Brooks Macdonald manages about £17bn and 7IM just over £20bn.

Credit Suisse no Longer Alone on Bonus Clawbacks

Banks are paying record bonuses for 2021, aimed at attracting and retaining key managers, a trend recently underscored by Credit Suisse CEO Thomas Gottstein.

St. James’s Place: Annual results announcement

During 2021 we achieved record gross and net flows and these, together with positive investments markets

Van Lanschot Kempen: Commission income up 30% and net profit at €143.8 million

Assets under management (AuM) climbed to €112.1 billion (2020: €99.0 billion) on the back of a market performance of €9.5 billion and Mercier Vanderlinden’s AuM of €3.8 billion.