Managers of Wealth

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

This is the second consecutive year the team has been named to the list.

Endowus launches CashUp Portfolios offering institutional-grade, flexible short-term cash management solution for Hong Kong investors

New investment offering enables investors to manage their short-term cash with access to institutional share class money market funds at lower fees, with projected net yields of up to 5.5%* per annum

FNZ completes acquisition of Luxembourg-based B2B fund platform ifsam to strengthen global proposition

Luxembourg, the largest fund centre in Europe, will become FNZ’s centre of excellence for fund processing services in Europe.

$1.6 Billion Advisor Team Joins UBS Private Wealth Management in Northbrook, IL

“We’re excited to welcome Jack, Susan, Brian and their team to UBS,” said Michael Gatewood, Chicago Market Executive at UBS Private Wealth Management.

321 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.

Rothschild & Co: 2023, a record year for Asset Management

This dynamic inflow was mainly driven by the bond asset class.

Forbes Magazine Best-In-State Wealth Management Teams for 2024 - The Bellwether Group at Morgan Stanley

Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research

Charlotte Bobroff: from rising star to UHNW Wealth Manager of the Year

Spear's Awards 2023 winner: Charlotte Bobroff, head of J.P. Morgan Private Bank's UK consumer and retail team, won UHNW Wealth Manager of the Year, in association with Aranyani

Macquarie European Infrastructure Fund 7 reaches €8 billion of investor commitments

MEIF7 is the seventh vintage of Macquarie Asset Management’s successful European Infrastructure Fund series and was raised with a target size of €7-8 billion.

Union Bancaire Privée reports net profit of CHF 223.8 million, up 6.4% year on year.

The operating result reached CHF 269.2 million, reflecting an increase of 11.6% from CHF 241.2 million in 2022.

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part

Profile star adviser and ‘director of lunch’ McCroddan dies

Michael McCroddan co-founded Hanbury Wealth Management with Chris Emery in 2010.

Citi Tells Private Bankers Not to Discuss Yuan in Mainland China

Relationship managers who travel to China typically can’t discuss investments or solicit business though they can meet with clients to build relationships.

Morgan Stanley Wealth Management Pulse Survey Reveals Significant Increase in Bullish Investor Sentiment

Yet, inflation continues to be a top concern.

Fairstone, SJP, then…? More advice fee overhauls expected post-consumer duty

Fairstone shifts to single charging structure as firms rethink fees in light of consumer duty, and FCA says it’s not done yet.

True Potential Appoints Northern Trust for Asset Servicing Solutions

Selected by UK Wealth Manager to Service GBP26 billion of Assets Under Management

Former Credit Suisse Manager Must Scale Back Hedge Fund

Reports back then said that this would be the biggest launch of a hedge fund in financial history.

Cantonal Banks – In Name Only

The collapse of the Austrian property group founded by Rene Benko has very clearly exposed several Swiss banks.

Söderberg & Partners takes stake in Fidelius to continue UK expansion

The investment, which is subject to FCA approval, continues the Swedish advisers’ recent wave of acquisition and investment.

UBP House View - January 2024

This strengthens our message to stay invested in both equities and fixed income.

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Wealth and Asset Management