Managers of Wealth

Schroders files application to launch wealth LTAF

The new strategy will have a lower investment minimum that will allow wealthy clients with smaller portfolios to access private equity.

Brookfield Asset Management Announces Strong First Quarter Results

Insurance Flows and Castlelake Add $75 Billion of AUM Since Quarter End

First Citizens Wealth Launches Enhanced Private Investments Capabilities

Private Investments reflects our commitment to delivering outstanding options and advice to our clients.

Achieving scale in wealth management through innovative technology automation

Assets under management in the global wealth management market are expected to grow to £118 trillion in 2027

Weatherbys Banking Group reports doubled pre-tax profits in 2023

The group’s return on equity increased to 34.2%, and the net interest margin rose to 4.82%.

Investec W&I suffers £600m net outflows following investment manager departures

Offset Rathbones’ positive wealth management inflows over the quarter

Rathbones Group Plc First quarter trading update

Rathbones discretionary and managed net inflows for the quarter totalled £0.4 billion (Q1 2023: £0.4 billion).

UBP House View - May 2024

The longer-than-expected disinflationary process and increasing tensions in the Middle East undermined the equity and bond markets in April.

LPL Closes Acquisition of $6.5B Wealth Business

Crown’s wealth management business supports about 260 financial advisors who serve clients with some $6.5 billion of advisory and brokerage assets

BlackRock expects wealth, pension funds to soon trade spot bitcoin ETFs, report says

BlackRock is seeing “a re-initiation of the discussion around bitcoin” related to allocations to the world’s largest cryptocurrency and portfolio construction

UBS Lands $700 Million Merrill Lynch Team

Moving with the Coutant brothers are senior wealth strategy associates Meredith Mitchell Smith and Kristen Quick, and client service associate Henry Hamilton.

KKR to acquire Perpetual's wealth management, corporate businesses for $1.4 billion

The deal is expected to be completed in February 2025

The great wealth transfer has started — but millennials, Gen Z may not inherit as much as they anticipate

as they anticipate Part of the discrepancy is because “parents are just not communicating well with their adult children about financial topics.”

Citi’s former HNW Asia investments head joins Hong Kong-based Privé

The Citi veteran has joined a private banking and IAM software provider in Hong Kong.

CA Indosuez Switzerland: Lower assets despite inflows of new money

This is partly due to negative market effects, but above all to outflows of 1.8 billion francs in International Trade & Transaction Banking

UBS Struggles with Corporate Clients

Credit Suisse was the undisputed leader in corporate client business.

BNP Paribas WM eyes discretionary semi-liquid funds

The private bank is seeing net inflows, but clients continue to sell down Chinese stocks heavily, says Gabriel Chan, head of investment services, Hong Kong.

Lombard Odier in Brazil: why we are aiming for growth without acquisitions

This was the case with Credit Suisse, now owned by UBS, and the Julius Baer Family Office.

Deutsche Bank’s DWS inflated client asset inflows by billions of euros

Frankfurt-listed asset manager included low-fee advisory assets in its calculations for years

Rothschild & Co wins M&A Bank of the Year in EMEA from GlobalCapital

This recognition reflects our leading M&A advisory activity in the EMEA region.

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Wealth and Asset Management