Managers of Wealth

Citigroup London wealth division faces 10% job cuts - reports

Around 51 of 485 roles

Nordic group invests in UK wealth manager in expansion push

The investment is subject to FCA approval.

BCV closes the year with record results

Business success increased at the same rate and amounted to 542 million francs.

UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list

This is the second consecutive year that the team has been ranked the top advisor team (#1) in Pennsylvania – West by Forbes.

Shaping the Future of Wealth Management in the UAE: Insights from Yann Mrazek at M/HQ

He says that all these factors mean that the UAE is especially well placed for rapid growth ahead.

Vontobel reports full year 2023 net profit of CHF 214.7 million, 18.7 percent CET1

Vontobel delivered solid full-year 2023 results in a challenging market environment, particularly for active asset managers.

Vontobel enters private markets with a stake in Ancala, a fast-growing private infrastructure manager

This transaction marks Vontobel’s entry into institutional private markets and is a key milestone in delivering on its strategic priorities.

ONE swiss bank: H2 and Full-Year 2023 Financial Results

Earnings before interest, taxes, depreciation and amortisation (EBITDA) increased by 209% in the full year to CHF 16.5 million.

BNP Paribas Partners with Blackstone for Private Credit Fund

BNP Paribas Banque Privée has solid internal expertise in private markets, enabling us to work with the best-in-class asset managers

Leonteq publishes full-year 2023 results

From the financial year 2024 onwards, Leonteq will continue to target a payout ratio of more than 50% of Group net profits including the potential launch of annual share buyback programmes if financial results permit.

JTC Opens An Office In Austria

JTC Austria will offer a range of services to both private and institutional clients, forming part of JTC’s global business.

Singapore: The gateway to Asia for financial intermediaries

This distinctive path has allowed us to tightly integrate relationship management and portfolio management, setting us apart from other asset managers.

Canaccord Genuity UK reports 12.1% revenue increase in Q3

Client assets increase 1.4% year-over-year

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.

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Wealth and Asset Management