Managers of Wealth

U.S. Fine Causes Pictet's Profits to Plummet

The reason for this is a fine that the bank had to pay to authorities in the tax dispute with the US.

HNWs reducing pension contributions to support family

Money is mostly being given to help with mortgage payments, household bills, groceries, transport costs and higher education fees.

Rothschild & Co advises on three winning deals from IFR

The IFR Awards have a global coverage, with the parallel Asia awards providing regional focus.

Blackstone Opens Private Credit Fund to French Retail Investors

Asset manager aims to expand offer to other European countries

Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list

Four of the teams are based in Phoenix, two are in Tucson, and one is in Scottsdale.

Evelyn Partners agrees terms for Leeds office in new urban quarter

The move is expected to take place in the second half of the year.

Pridham 2023: Rathbones and RLAM rare bright spots in brutal year for fund sales

In a miserable 2023 for active managers, Rathbones’ multi-asset range pushed it high up the sales leaderboard.

Glarner Kantonalbank achieves very good annual results for 2023

The interest rate business is characterized by the SNB's sharp increases in key interest rates, which lead to significant shifts in the income statement.

Amundi: Acquisition of Alpha Associates

The transaction increases Amundi’s offering of private markets funds and tailor-made solutions for its existing institutional clients globally.

World renowned AI strategist joins 1fs Wealth advisory board

A digital cognitive AI strategist, author and experienced venture capitalist, Mark is the principal founder of Going Global Ventures.

Amundi: 2023 4th Quarter and Annual results

Costs remained under control in an inflationary environment, enabling operating efficiency to be maintained at the best level of the industry.

SEI Attracts Large European and Global Asset Managers with CIT Lineup

Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands

FSCS puts Liverpool-based wealth manager into default

Towards the end of 2023, the firm was placed in special administration by the Financial Conduct Authority, following a court order.

Mason Stevens partners with WA wealth management firm

WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.

Macquarie Asset Management makes strategic senior hire to support growth of global wealth business

In this role, Kimberly will be focused on driving successful distribution strategies for delivering both alternative and traditional investment capabilities to wealth investors around the world.

Pacific Asset Management appoints Head of US Institutional Business Development

He will report to Global Head of Institutional Sales, Mary Murphy.

Michael Aked appointed as Senior Investment Manager, Credit Suisse Wealth Management

He brings to both the Australian and wider Credit Suisse Wealth Management teams,

Kingswood buys £111m AUM Irish Financial Planner

The company has made more than 16 acquisitions since the start of 2021.

Straightening out the yield curve’s recession signal

The yield curve has now been inverted since July 2022, its longest negative stretch in more than four decades.

UBS's fourth-quarter and full-year 2023 results

Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance

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Wealth and Asset Management