Managers of Wealth

SJP co-founder and former RIT chair Jacob Rothschild dies aged 87

Stepped down from RIT in 2019

IBK asset management lays groundwork for rebound in 2024

As the newly appointed leader of the group, she emphasized that the focus is on regaining the eroded trust of financial consumers throughout the industry.

The hottest topic in private banking at the moment

Private bankers are returning from this region with bright eyes and spreading an optimism that has not been seen for a long time.

Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-In-State

This award marks the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State, which features 1,991 women managing cumulative assets of over $2.8 trillion.

Deutsche Bank: Ex-CS squad feels IT breakdown in its own pocket

The background to the sanction against management is the failed migration of Postbank's IT data to Deutsche Bank's systems.

Schroders Solutions client secures £114m buy-in

Schroders Solutions, the £212.1 billion global capability, has a long-standing relationship with the trustees of Vector Pension Scheme, a valued Fiduciary Management client, for over 15 years.

Morgan Stanley wealth chief touts the benefits of being big

Morgan Stanley COO Jed Finn touted his wealth management team’s multiple advantages over rivals at this week's Bank of America Financial Services conference in Miami.

StanChart records $14bn wealth inflows as it announces strategic overhaul

The British lender is to cut $1.5bn of costs, buy back $1bn of shares and distribute $5bn over the next three years as it looks to bolster its ailing share price.

JPMorgan CEO Dimon sells about $150 million of his shares, SEC filing says

The sale is not related to leadership succession and the bank chief had no current plans to sell more stock, but could consider doing so in the future, a company spokesperson said in October.

SJP’s Onuekwusi: Fee unbundling will make our funds look better

Justin Onuekwusi says the performance of SJP strategies has been ‘pretty good’ over the long term and that clarity over fees will help like-for-like comparisons.

UBS eyes Australia’s richest family offices in latest wealth play

The Swiss bank is advancing the integration with former rival Credit Suisse.

Nucleus replatforming project could take five years, says Fundscape CEO

Bella Caridade-Ferreira is our guest on the latest episode of The Advice Show.

Lombard Odier lands prestigious pension mandate

With this, the British hope to achieve sustainable income and solid investment returns.

Northern Trust Appointed by Sanlam Asset Management (Ireland) Limited

Appointment Confirms Northern Trust as Sole Asset Servicing Provider for US$8.7 billion Investment Management Platform

Söderberg adds performance reporting tool following platform launch

Advisers will be able to show capital and income returns across single and multiple accounts.

Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management

The platform enables clients to share vital personal and financial information with family and friends to build a digital legacy and facilitate inclusive financial planning.

Wealth Club launches portfolio service ‘40% cheaper’ than DFMs

The service, managed by investment research head Jonathan Moyes, has average ongoing costs of 1.08%.

Wealth Management: Baker Tilly Partners with Wealthtech Addepar to Diversify Revenue Streams

They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.

J.P. Morgan Private Bank grows presence in Scotland

The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.

LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors

Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families

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Wealth and Asset Management