Managers of Wealth

Julius Baer: Nearly Half of AUM Linked to Wealth Planning

This is no different at Julius Baer which is Asia’s fifth largest private bank by assets under management at end-2023.

Commodities and higher energy prices key drivers in UK equity recovery – Rathbones Asset Management

They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.

Hyper-automation, hyper-personalisation in Wealth Management. What’s all the hype? Why, how, and with what business impact…

In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth

ZEDRA and CreaPartners announce collaborative undertaking

ZEDRA and CreaPartners will bring together the best of both our organisations.

Deutsche’s private bank cuts spending on external consultants by 70%

German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis

Wealth managers ill-equipped for rising ESG and climate focus: survey

Environmental and climate concerns are at the forefront for many clients.

Standard Chartered HK simplifies investment complexities with new campaign

This comes after the bank realised affluent clients know investment opportunities exist, but the rapid influx of information makes investment decisions more complex than ever.

Robo-advisors gain traction amongst younger Singaporeans

40% of respondents under 35 stated using robo-advisories.

Singaporeans Warm Up to AI-Guided Wealth Management

There is one city where clients seem to have little problem with all of this in the wealth management space.

China orders small banks to curtail wealth management business, sources say

In addition to stipulating a deadline, the latest instruction also requires some small banks to reduce their wealth management business activities by the end of this year

UBS announces voluntary redemption offer by Credit Suisse Supply Chain Funds to its investors

Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.

UBS introduces framework to size and seize the AI investment opportunity

The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.

Middle East unrest and its influence on markets

Henrietta Walker, Head of Investment Specialists, discusses the ramifications of the recent market volatility and how that informs our asset allocation views.

BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and Preserving Wealth

Millennials and Gen Z Allocate Three Times More of Their Investment Portfolios to Alternative Investments than Older Generations

Wealth firm Paragon raises $38m in first close for global real estate fund

Paragon and RealVantage have launched a global private equity real estate fund with overall target returns of 12-15% and a quarterly distribution.

The Henley Private Wealth Migration Report 2024

Head of Research at New World Wealth, Andrew Amoils, says the benefits of this migration of wealth and talent to these destination countries are significant and wide ranging.

JTC to acquire specialist fiduciary business FFP, Cayman Islands BVI and Dubai

The acquisition of FFP forms part of this strategic initiative focused on the provision of a suite of specialist services designed to ensure effective management, oversight and decision-making within the Group’s client base.

Impact investing: looking for diversification in emerging markets

These factors have had a significant impact on the currency, particularly in April.

EFG International: the Deal After the Deal

The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.

Wealth managers look beyond falling rates and rising tensions

Clients’ investment portfolios are being designed to be resilient across multiple economic cycles

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Wealth and Asset Management