Managers of Wealth

Private Banks Divided on China GDP Target

This marks the end of a 30-year tradition that offers a rare glimpse into the thinking of China’s second-in-command, who is usually in charge of the economy.

Perigon Wealth Management Expands With Two New Firms

The acquisitions follow Constellation Wealth Capital becoming a minority investment partner in Perigon in January to enhance the firm’s strategic expansion.

Mercer buys $2.5bn UHNW RIA

The deal is the third — and by far the largest — of the year for Mercer.

UBS’s Antonia Sariyska on carbon tracking in wealth management

When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.

Maerki Baumann launches new brand for its crypto services

The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.

Rathbones: Results Statement

Full Year to 31 December 2023

Rathbones forks out £6m to retain key staff after Investec W&I deal

PB execs say industry should focus on retention of quality female talent

Senior private banking execs say the issue with female talent lies in retaining them, rather than hiring them.

Why Julius Baer advisory head is sceptical of semi-liquid funds

Mark Winterburn, head of investment advisory UK, is concerned that greater liquidity could lead to sub-standard returns.

JP Morgan AM extends iCapital partnership in Apac wealth push

The US asset manager is making its alternatives funds available to wealth managers across Asia Pacific through the iCapital platform.

Bentley Reid appoints Paul O’Neill as chief investment officer

Most recently, he has worked as a strategic change project manager for Schroders, Hermes and Fidelity.

Belmont Capital Advisors Embarks on Significant Expansion to Broaden Wealth Management Services

Belmont Capital Advisors' decision to expand its operations is driven by a growing demand for personalized wealth management services.

Adviser appetite to launch own platform tails off

Firms need and want control of the data.

CBH Compagnie Bancaire Helvétique 2023 annual results

CBH Bank reports continued business and revenue growth in 2023

Marshall Wealth Management Group has a new name for a new beginning

The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.

2023 Annual Results BCGE

Record profit and dividend

Annual financial statements of Credit Suisse real estate funds as of December 31, 2023

In line with developments on the investment market, the external valuation experts have raised the discount rates.

Bank BSU: Online mortgages are also proving to be a driver

Mortgage financing, the regional bank's main business, increased in the 2023 financial year.

Private banks’ profits will reach 3.3 billion in 2023, an increase of 74.2% compared to the previous year

Unsurprisingly, margin income, totaling €6,965.8 million across the six banks, justified the increase in profits.

Goldman Sachs wealth-management executive warns against buying Chinese stocks, citing tepid growth, opaque policy

The bearish call reflects jitters among overseas investors about the outlook for the mainland China economy

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Wealth and Asset Management