Managers of Wealth

Blackstone-backed ASK launches hedge fund for UHNWIs, family offices

The open-ended category 3 long-short Alternative Investment Fund (AIF) has no fixed tenure, and positions itself as a core portfolio holding.

JPM AM calls time on quintet’s long-running bond fund

Fund house to liquidate sterling-focused debt strategy after seeing steady decline in assets.

Wealth Managers Sound Off on Private Market Demand

As a result, many are increasingly exploring opportunities in alternatives.

EFG Agrees to Pay the US for Possible Sanctions Breaches

The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures

Digital innovation in wealth management

Since the financial crisis hit the markets in 2008, the sector has experienced massive changes, and the pandemic has only accelerated the pace of these changes.

Onshore in Germany – and there’s still no end in sight

Meanwhile, the expansion of local houses in the neighboring country continues unabated.

BNP Paribas AM Apac CEO outlines expansion plans

Asia Pacific CEO Mike Nikou tells FSA why the firm is targeting wholesale distribution and why a three-pronged approach to China makes sense.

Elevate your life with HSBC’s Premier Elite

With the new offering, the bank is set to redefine the parameters of wealth manageme

Wealth managers prefer generalist approach to technology exposure

The most held fund is Axa’s Global Technology fund, which appears in the portfolios of two of the allocators we cover.

Deutsche Bank reports growth

2023 Annual Report: business growth, cost discipline and raised capital distributions

Baird Adds The Palm Financial Group to Madison West Office

The firm also has an office in Downtown Madison.

J.P. Morgan Wealth Management and Entrepreneur Daniella Pierson Will Host Event to Help Women Build Financial Freedom

With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.

ABN Amro Jumps on Wealth Management Bandwagon in Race for Fees

Many banks enjoyed record profits over the past year as the gains to revenue from higher interest rates surpassed the amount they had to pay out to depositors.

New Endowus IncomeUp Portfolios Designed To Meet Passive Income Needs Of Hong Kong Investors At Different Life Stages

To cater to different investors’ needs for passive income, the newly launched Endowus IncomeUp Portfolios offer three options: IncomeUp Steady, IncomeUp Plus, and IncomeUp Growth.

UBS Boss: We Need to Lean on Larger Clients to Lift Sagging Profits

The bank’s U.S.-based advisors, most of them already focused on high-net-worth and ultra-high-net-worth clients, must hunt bigger game, according to CEO Sergio Ermotti.

VP Bank is on track with the implementation of its strategy, generating 10 per cent more profit than in the previous year

Net income for the year increased by 10.1 per cent to CHF 44.2 million.

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Wealth and Asset Management