Managers of Wealth

LUKB's quarterly financial statements as of March 31, 2024

Growth by broadening the earnings base is once again a priority objective for our bank this year.”

Leonteq and Raiffeisen extend cooperation until 2030

Leonteq will also continue to distribute Raiffeisen issued products through its own distribution channel in Switzerland, Europe and Asia.

Rocket-fuelled growth catches up with Morgan Stanley’s wealth business

The trio join the US Federal Reserve, which was already known to be investigating the wealth-management unit’s internal controls.

Artificial intelligence – The new wave of innovation

The latest generation of technology has been sweeping headlines for the past year and grabbing investors’ attention.

At Baloise, restrictions on voting rights are in the crossfire

Now a second important shareholder representative has also signaled support.

Eurazeo launches private markets fund for European wealth managers

The strategy is the result of a collaboration between the French asset manager and alternatives platform Moonfare and is part of an effort to boost its European fundraising.

Merchants’ painful SJP call as Close blow adds pressure

Merchants Trust’s post-pandemic recovery stalls as the UK equity income fund’s annual results show a double blow from FCA interventions against two holdings.

The digital frontier: how tech-driven wealth management is transforming multi family offices operations

The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.

Rumors about a coup by LGT in Germany

In addition to LGT and LLB, which also comes from Liechtenstein, Swiss financial institutions are also currently expanding into German private banking.

Julius Baer strengthens commitment and growth in Singapore through One@Changi City relocation

It is more than just a physical space

Private banks place importance on Asia desks in Switzerland

Ongoing geopolitical tension and desire for booking diversification has kept desks serving wealthy Asian families in Switzerland busy, despite concerns from Chinese clients.

Private trust companies: a crucial tool for wealthy families

From the magazine: PTCs are becoming increasingly popular with wealthy families seeking to protect themselves and their assets

Swiss banking plan leaves 'relieved' UBS out of immediate firing line

Switzerland said that capital demands could be adjusted to reflect exposure to international subsidiaries, as well as lenders' governance, complexity and profitability, without setting specific thresholds.

T. Rowe Price Group Reports Preliminary Month-end Assets Under Management For March 2024

Preliminary net outflows were $1.2 billion for March 2024 and $8.0 billion for the quarter-ended March 2024.

Bank Julius Baer Deutschland AG : Deficiencies in business organization

Proper business organization is intended to ensure that credit institutions comply with legal regulations and do what is economically necessary.

St James’s Place advisers owe £920mn in business loans

Debt extended for purchases of partner firms’ client books shows extent of key scheme in wealth manager’s model

Hampden & Co reports strong client and profit growth in 2023

To meet the increased demand and deliver the personalised service expected, the bank grew the number of employees by almost a quarter (23%) to 154.

Year end trading summary and date of full year result

As a result of these substantial inflows, Mercia has begun the new financial year in a strong position.

Stratos Private Wealth extends its market footprint

Stratos Private Wealth extends its market footprint Stratos Private Wealth expands to Westchester, New York, and Southern New Jersey

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

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Wealth and Asset Management