Managers of Wealth

Julius Baer says don't cut Big Tech and investment grade credit

Rival private banks have been turning angsty on the valuations of the US tech titans and high quality corporate bonds, but the Swiss pure-play remains a staunch bull.

Adams Brown recognized for wealth management excellence

Recognized for their excellence, Accounting Today has named Adams Brown Wealth Consultants as a Top Firm by Assets Under Management: Wealth Magnets.

'Wealth managers should collaborate with family offices to serve HNW clients'

The report found UHNWs have increased the number of relationships they have with a wealth management firm from three in 2020 to seven in 2023.

LOIM launches earnings-surprises big data hedge fund

The DataEdge strategy is opened for the first time to external investors and in the Ucits format.

Indosuez Wealth Management launches the 'StartUp Connections' in 4 countries

Developed by the Indosuez Innovation Lab, StartUp Connections lists over 100 international startups in the fundraising phase or in search of business relationships.

Mediobanca strengthens in European advisory services with the opening of a new office in Germany

Corporate and Investment Banking Division Consolidates its Specialization in MID Corporate deals at international level

Schroders publishes its first impact investment report

Schroders Impact Report provides a comprehensive summary of the tangible impacts being delivered by our Impact Driven investment range.

Deutsche Bank division cuts external consultancy spend by 70%

The decision to cut consultancy spending, amounting to a double-digit-million-euro reduction, aligns with the bank’s broader cost-cutting goals, and the strategy to leverage internal expertise to resolve complex and recurring issues.

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values

Jason Fial named partner at Scottsdale’s Wilde Wealth Management Group

Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.

Evolution of Philanthropy in Asia

The summit, attended by 450 leaders from various sectors, focused on "Partnerships for Action," underscoring the importance of systemic solutions and collective initiatives.

TISE reports sustained listings growth in first half

The total market value of all listed securities surpassed the £700 billion mark for the first time, reaching £708 billion at the end of June.

Asset manager: Credit Suisse leaves a gap

The disappearance of CS is a loss, especially in the corporate banking sector.

Franklin Templeton calls time on Euro Core Plus Bond fund

Firm to rationalise Western Asset fund following review.

Citywire Scotland: How wealth managers laid the ground for Labour

In a pre-election interview at our Citywire Scotland event, two wealth managers shared how the were positioned ahead of the 4 July vote.

Hong Kong draws US$1.3 billion from investors with city’s cash-for-residency olive branch

The city’s investment migration scheme has received 346 applications from investors looking to inject over HK$10 billion in the city’s markets

BBVA shareholders grants capital increase for merger of Banco Sabadell

The merger will provide Banco Sabadell stockholders a 16 %interest in the bank along with a very attractive premium.

HK's wealth management sector 'resilient'

The preference shares were part of Cathay's HK$39 billion recapitalization financing in 2020 amid the Covid pandemic to help keep the airline afloat.

Union wins 10.5 percent pay increase for bankers in Germany

In recent months, together with the German Bank Employees Association, it has been involved in a so-called wage dispute with the Bank Employers' Association, which represents private banks in Germany.

Jeff Bezos To Sell $5 Billion Of Amazon Stock With Price Near Record High

The filing was made on the day that the stock closed at a record high of $200.43 U.S. on a split adjusted basis.

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Wealth and Asset Management