05/24/2023
First Republic Wealth Advisors Voted With Their Feet–And It Wasn’t For JPMorgan
But the failure of the California bank was a home run for Morgan Stanley.
Wealth and Asset Management
05/24/2023
Raymond James opens Fulham branch for Killik duo
Dasha Plotnikova and Max Scholey said they were attracted by Raymond James’ lack of a centralised model, paired with the support of a larger infrastructure.
05/24/2023
Investment marketing veteran Anne-Marie McConnon dies
McConnon, who worked for more than 25 years in marketing roles across the asset management industry, was most recently chief client officer at Rathbones.
05/24/2023
Mediobanca makes wealth management push to boost returns
Mediobanca said it would reposition its offer of both liquid and illiquid products and provide investment banking services to rich customers such as business owners.
05/24/2023
Kingswood eyes ‘growth opportunity’ as assets pass £11bn
Assets under advice and management at Kingswood rose 54% last year following a string of acquisitions by the wealth consolidator.
05/24/2023
SEI Extends Long-term Relationship with Verso
SEI Wealth Platform to Help Power Growth for IFA Consolidator
05/24/2023
Carey Olsen advises Carey Commercial on its sale to Suntera Global
Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.
05/23/2023
Julius Baer: Interim Management Statement for the first four months of 2023*
Solid start into the year despite challenging market developments – Strong relationship manager hiring pipeline – Significant capital generation
05/23/2023
Mashreq Gears Up for a Far More Competitive and Dynamic UAE Wealth Market
He explains that the latest phase is intensive digitalisation, redefining the way they interact with clients, both in private banking as well as in priority banking, and indeed across the entire bank.
05/23/2023
JPMorgan sees wealth management 'acceleration' from First Republic deal
It also brought an additional $200 billion in client assets to the $4.3 trillion that JPMorgan oversees in its asset and wealth management division.
05/23/2023
Weatherbys Banking group reports record profit in 2022
Weatherbys Banking Group's pre-tax profits more than doubled in 2022 year-on-year.
05/23/2023
Senior Portfolio Managers at GAM Investments support Unanimous Recommendation by GAM Holding AG Board of the officer from Liontrust Asset Management Plc
This statement has been made through a letter sent by the senior portfolio managers to the Board in response to the news stories in which various sources have challenged the offer for GAM by Liontrust.
05/23/2023
Christine Novakovic holds her own at the combined UBS
With the merger, the new management of the megabank will also start its work - and with it Beatriz Martin Jimenez.
05/23/2023
Mattioli Woods: wealth manager focusing on acquisitions to support growth
The highlight was the growth in revenue, up 10% against the equivalent period. CEO Ian Mattioli pointed to organic revenue growth of over 2%.
05/23/2023
‘More bodies will float to the surface’: Ruffer prepares for liquidity crisis
Ruffer investment director Alex Chartres is positioning his Ruffer Total Return fund for ‘more pain to come’.
05/23/2023
Silverwood Wealth Management
Investment director Steven Beaney of Silverwood Wealth Management tells Wealth Manager about the six-month-old firm, and reveals what he’s bullish and bearish about.
05/22/2023
‘More wealth than necessary’: Could you be over-saving?
With these considerations in mind, most of us would like to know that there’s no significant prospect of running out of savings before we hit 100.
05/22/2023
Is St James's Place, the UK’s biggest wealth manager, really worth the fees?
Telegraph Money examines its charging structure – and long-term performance
05/22/2023
Wealth managers stay on private equity's radar; investments in AI trend higher
The Focus Financial transaction on its own should put private equity on track for another strong year of dealmaking in the wealth management sector.
05/22/2023
The Development of the Independent Wealth Management Model in Asia
These and other questions were put to a small, select group of speakers in a Q&A at the Hubbis Philippines Wealth Management Forum in Manila on March 22.