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
Wealth and Asset Management
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.
05/22/2023
Wealth Technologies: The Future of Wealth Management
The lively and interactive panel discussions created opportunities for gripping discussions and conclusions to be reached regarding where the Wealthtech industry is seen to go.
05/22/2023
DBS Expects More Record-Breaking Profits
This would mark more record-breaking accomplishments in the future after an all-time high net profit of S$8.2 billion in 2022.
05/22/2023
Raoul Weil: «I know what can go wrong in crisis management»
The CEO of asset manager Reuss Private Group talks to finews.com about the Credit Suisse takeover and the Russia sanctions.
05/22/2023
Ruffer opens New York office in US growth drive
The partnership, best known for its absolute return strategies, wants to quadruple the assets it manages for American customers.
05/22/2023
GAM Holding AG confirms it rejected the offer from Taure AG on 3 May 2023 because it materially undervalued the firm
The Board reiterates its strong view that the offer from Liontrust Asset Management Plc delivers superior value to shareholders and is in the best in interests of all stakeholders.
05/22/2023
M&G Wealth announces launch of full PruFund range on Platform
This is the first time these funds have been offered on any investment platform.
05/22/2023
Credit Suisse employees to sue Swiss regulator over AT1 bonus losses - reports
$400m in bonuses lost