Managers of Wealth

Interest Business Weighs on Bank Frick's Profit

The balance sheet total stood at 2.5 billion francs at the end of June.

Wealth managers go west with acquisition

Glasgow base helps Tweed Wealth Management cover the nation

Evelyn Partners adds 2 funds to Sustainable MPS in rebalance

The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.

Wealth managers warn investors of upcoming UK government tax raid

The stark warning from wealth managers follows UK Chancellor Rachel Reeves refusing to rule out tax rises and after Sir Keir Starmer warned the autumn budget will be ‘painful.’

BNP Paribas Asset Management launches fixed maturity ETFs

The portfolio typically has a short to medium-term maturity such as three or five years, depending on the investment horizon.

Steward Partners Celebrates Advisor Partners Named to 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List

Three Steward advisors earn place on prestigious list honoring advisors under 40

U.S. has more 401(k) millionaires than ever, report shows

Nearly 399,000 Americans also have a least $1 million in an individual retirement account.

Dubai-based Hoxton Capital Management rebrands to Hoxton Wealth

Since Hoxton’s inception in 2018 it has committed to being a more wealth tech-focused and less ‘pen, paper and pinstripes’ advisory model

Nomura Is Hiring Wealth Managers After Years of Staff Overhaul

The division that generates a quarter of revenue at Japan’s biggest brokerage is past an era of reducing staff and is now keen to recruit mid-career talent

BCGE: Restructuring the Group’s front-office activities

The BCGE Group’s front-office divisions are being restructured to strengthen their positioning vis-à-vis the Bank’s various client segments.

The latest move: EFG Harris Allday joins 103 Colmore Row

Earlier this month, the EFG Harris Allday team relocated to a new, state-of-the-art location in the heart of the business district at 103 Colmore Row, Birmingham.

Laurent Gagnebin: “There is some movement in the banking sector”

A comparison is relatively difficult because we had special effects last year due to the takeover of Bank Pâris Bertrand.

LLB Invest merges multi-asset funds

Both the discontinued fund and the absorbing fund are managed by Wolfgang Matejka.

Rothschild & Co Zurich’s profits decline on lower interest income

The bank has reported a year-on-year drop of 20% in gross profit while assets under management rose to CHF 33.9bn.

Barclays to shut wealth management services in 130 countries

Barclays announced plans in April to restructure its wealth business

LLB Group with further increase in profit

The bank group again increased its profit.

Former Credit Suisse Marketing Chief Reemerges

He received several awards for his ability to create an emotional connection to what are often considered «dry» financial products.

HSBC looks to double UK wealth business as banks target 'mass affluent'

Big banks have traditionally shunned the mass affluent

Wealth management & taxes: planning for financial prosperity

Working with an advisor and proactively investing in wealth management tax strategies could substantially lower how much you and your family members owe.

BancaStato Group Half-Year Financial Results 2024

After an unrepeatable 2023, the operating result falls by 16.0% and reaches 85.7 million, still double that of 2022.

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Wealth and Asset Management