Managers of Wealth

Mariner to Add $104B in Two Deals

The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.

Nominations Open For 2024 Wealth Management Industry Awards

New submission categories open for RIA innovation, philanthropic services

UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list

This recognition is the latest in a long series of industry awards.

CaixaBank posts a profit of €4.82 billion in 2023

Specifically, recurring banking fees dropped by 9.4% year-on-year following the end of cash custody fees on corporate deposits and the discounts applied under customer loyalty programmes.

Hawksford Private Client Services head achieves triple industry recognition

The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.

New Swiss alts funds disappoint Amas

The association’s CEO Adrian Schatzmann does not think the L-qif fund structure is liberal enough.

ZKB high yield fund chief secures first Citywire AAA rating

Roland Hausheer manages high yield and convertible bond strategies at Zürcher Kantonalbank.

Sumitomo Mitsui Trust expands assets abroad on Middle East mandates

Region accounts for 90% of assets from overseas, says Japanese company

Breaking Julius Baer‘s String of Bad CEO Luck

But it is not a permanent step – and the bank wants to put a stop to internal appointments.

Impact Investing Institute aims to ‘unlock £200m from family offices in next two years’

“The appetite is there, the capital is there, and a tipping point where this becomes the norm is within reach.”

China's bank wealth management market expands in 2023

By the end of last year, the number of investors holding wealth management products in the banking market rose 17.84 percent year on year to 114 million

Silverview Credit Partners Optimizes Investment Operations with Broadridge’s Private Debt Portfolio Management Solution

Broadridge’s Sentry solution to streamline and further automate Silverview’s private credit investment processes

SEI Reports Fourth-Quarter 2023 Financial Results

Diluted earnings per share were $0.91 in fourth-quarter 2023 compared to $0.83 in fourth-quarter 2022.

Presentation of the 2023 full-year results for the Julius Baer Group

The results also reflect the continued financial strength of Julius Baer, as expressed by our capitalisation, the solidity of our balance sheet, and our robust underlying profitability.

BEKB is growing solidly: Successful implementation of the strategy for a sustainable future

This success underlines that BEKB is on the right track towards a sustainable future with the implementation of its strategy.

SZKB Very pleasing annual results for 2023

In this challenging environment, SZKB achieved a very pleasing annual result for 2023.

Mirova Gigaton Fund reaches $282m to accelerate clean energy access and climate action in emerging markets with support from the EIB

Projects funded by the blended finance debt fund will help to increase access to reliable and affordable energy and ensure viable alternatives to fossil fuel-based activities.

1
2
3
…
123
124
125
126
127
128
129
130
131
132
133
…
1463
1464
1465

Wealth and Asset Management