Managers of Wealth

GAM's Fund Management Services Transferred to Carne Group

Carne is a leading provider of third-party fund management services and clients will be able to benefit from a continuous best in class, high quality service.

SJP to launch national brand advertising campaign

The campaign will include a television advert, due to air from this spring, which will also “demonstrate the importance of the value of advice”.

Schroders Personal Wealth to launch new platform

This is a key strategic development for the business, enabling SPW to bring the control and oversight of client money and investments, in-house.

Ex-Waverton duo launch wealth firm with client profit promise

Douglas Barnett and Charles Jones join with private banking heavyweight William Davies to launch a wealth firm which will return to clients anything above its profit margin benchmark.

Deutsche Bank reports 2023 profit before tax of € 5.7 billion and announces € 1.6 billion of proposed capital distributions to shareholders

Net profit of € 4.9 billion, down 14%, reflecting higher income tax expense

GAM appoints Takakiyo Iwamoto Representative and Director and President of GAM Japan

In his role, he will be leading all distribution activities and GAM’s office in Japan.

Quilter appoints new strategic partner Juniper Financial Planning to its network

The trio of financial planners all previously worked for The Munro Partnership, an IFA business based in Ayr, which became part of abrdn Financial Planning.

Leonteq launches digital offering for insurance companies and announces its first agreement with CNP Luxembourg

The LynQs dashboard provides a broad overview of product information, including pricing, distance from the barrier and coupon payments.

Progeny buys HNW chartered advice firm

With offices in Manchester and London, the firm offers tailored financial planning and asset management services to high-net-worth clients.

Brown Advisory teams up with boutique for global value launch

US group brings Toronto-based investment firm’s long-running strategy to European market.

Santander reports attributable profit of €11,076 million for 2023, meets all 2023 targets

In the fourth quarter, attributable profit increased 42% (+28% in current euros) versus the fourth quarter of 2022 to €2,933 million.

Zwei Wealth teams up with partners from French-speaking Switzerland

This marks the fourth new partnership in a month.

Evelyn Partners delivered record inflows, AUMA and operating income in 2023

For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).

From cyber scams to hiring struggles: the future of Swiss private banking

Bosses from Mirabaud, Rothschild & Co and Oddo BHF Switzerland tackle the challenges which their industry is facing going forward.

UBS Weighs Cutting About 90 Jobs at Asia Wealth, Banking Teams

The scale of the retrenchment in private banking is one of the biggest seen in Asia and comes as wealth from the Greater China region has tumbled amid a property crisis and the faltering economy.

Julius Baer tells clients ‘don’t sell tech’

The private bank believes US equities could deliver double-digit returns in the next two years, powered by AI, and it remains positive on Japan and India.

Wealth management firms merge

The firm’s team of 14 will continue to be based at its Grove Farm headquarters.

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Firm introduces plans to expand existing team and services catering to UHNW clientele

JPMAM Inks New Zealand Wealth Tie-Up

Under the tie-up, CIP will further develop its offering by directly accessing JPMAM’s global capabilities and expertise.

Kestra Private Wealth Services Announces New Partnership Between Maven Bridge Capital and Evoke Wealth Management

Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service

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Wealth and Asset Management