Managers of Wealth

Brooks Macdonald cuts costs by £4m

As at 31 December, the group had £5.2bn of funds under management or advice.

Fresh-faced CEO drives 30% net new money growth at Vaduz private bank

Banque Havilland Liechtenstein’s CEO Fabian Käslin says a 'red carpet service', and a sense that 'small is beautiful again' is powering inflows at the boutique bank.

IQ-EQ’s Group CEO named in eprivateclient’s 50 Most Influential for 2024

The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.

Rathbones takes £300m hit from Investec W&I exits

Following its fourth-quarter trading update, Rathbones says things are now settling down as the firm starts integrating Investec Wealth & Investment.

Goldman Sachs Doubles Down on Efforts to Attract Super-Rich

The report said that the bank’s revenue from private banking and lending to wealthy clients rose 12%

UBS Against Wall Street: The Race for Market Cap

The increase in value over the past few months means that UBS is now trading at a price-to-book ratio of 1.1. Morgan Stanley

Traditional Geneva house attracts fund managers from CS

The departures include Valentin Petrescou , currently head of global fixed income strategies at Credit Suisse

WRISE Group Announces Strategic Senior Appointments

Ranjiv Raman & Agnes Goh to lead Discretionary Solutions and Family Advisory & Institutional Wealth

'Private equity puts management's toes to the fire'

Cook has plenty of experience with private investors, having been a board director at Thesis Asset Management when private equity was brought in.

Ardevora to stop managing money for external investors

Capital will be returned to all clients

LGT: It’s risky to be underweight China

Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.

Four Trends That Will Shape the Wealth Management Sector in 2024

As firms navigate the post-pandemic era with highly connected clients, digital readiness will be a critical focus area in shaping the path forward in 2024.

Royal London expands £2bn multi-asset range following IFA demand

The asset manager is boosting its GMAP range with a mid-risk portfolio on the back of adviser feedback.

Ninety One addresses shareholder dissidents from AGM

Concerns over ‘dilution of rights’

Hungary’s Private Banking Sector Flourishes in 2023

On the other hand, entry limits for new clients remained largely unchanged, barring a few specific institutions that made slight adjustments.

Mercier Vanderlinden and Van Lanschot Belgium to continue as Mercier Van Lanschot

New combine a top private banking player in Belgium

Coutts: 2023 Year in Review

Investment Outlook 2024

The Main Thing Sergio Ermotti Learnt from Ulrich Koerner

The World Economic Forum (WEF) starts in Davos today and the UBS leadership team will be there in force.

Citi to cut 20,000 jobs in Fraser's turnaround drive

The Wall Street bank said the move will cut costs by $2.5bn by 2026 as it posted a $1.8bn loss in the fourth quarter, its worst results in 14 years.

Rockefeller Global Family Office Expands Northern Division with the Addition of Axiom Wealth Partners of Grand Rapids, MI

Axiom Wealth Partners is led by Managing Directors and Private Advisors Jeffrey Towner, David Lund, Brett Howell, and Craig Sharp.

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Wealth and Asset Management