Managers of Wealth

Go easy on VC and stick with secondaries, say private bank CIOs

Investors should take private equity plunge but beware poor managers, say leaders from Europe’s biggest private banks.

Schroders’ Peter Harrison: ‘I had massive imposter syndrome when I walked through the door’

The outgoing CEO of the fund giant says asset management is hugely undervalued across the world. Can his successor keep up?

V-Bank Brings Art into Wealth Management Mandates

V-Bank, Cashlink, and Arttrade aim to change this with their cooperation.

9 in 10 SIPP millionaires are male

The top funds invested in by Hargreaves Lansdown’s SIPP millionaires (in terms of assets) were Fundsmith Equity and Lindsell Train Global Equity

Saffery Trust named Independent Private Client Trust Company of the year in Excellence Awards

Saffery Trust’s impressive staff retention rate and commitment to its clients and team members were cited as setting it apart from its competitors.

Kestra Financial Welcomes $400 Million Lodi Wealth Advisors

By joining Kestra Financial, Lodi Wealth Advisors aims to grow its company while continuing to provide quality service to its clients.

EFG Bank AG successfully places debut CHF 370 million dual-tranche domestic senior unsecured bonds

The bonds are expected to be included in the domestic segment of the Swiss Bond Index (SBI).

UBS Inherits the Good and the Bad From CS in Asia

Just one year later, the enlarged Swiss bank is already experiencing this burden firsthand.

Fidelity and Envestnet Launch Joint Wealth Management Platform

Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.

Lombard Odier Extends Mizuho Tie-Up to Sustainability

The Swiss bank will also act as a strategic advisor and consulting partner to Mizuho.

LGT wins a German Brand Award

It was created together with the Berlin agency init.

Wealth management in Vietnam: evolution and innovation

Dinh Thi Thu Nga, head of Internal Audit, Techcom Securities, spoke about the sector’s revolution, and future innovation trends.

Goldman Sachs Asset Management Announces Liquidation of Goldman Sachs Defensive Equity ETF

The Fund’s shares will no longer trade on NYSE Arca after market close on July 12, 2024, and the shares will subsequently be de-listed.

Citi's new wealth boss Sieg reshuffles leadership, pledges higher returns

"Investors are, and should be, very disappointed about the returns in this business and so I don't think it should surprise anybody that we needed to drive significant change across the team," Sieg said in response to a question about the l

Quilter Cheviot turns focus on alternative investment trusts as part of engagement programme

Only four investment trusts qualified for a green rating in each of the categories, while just one received a red rating across the board.

Wrise confident new wealth partner has ‘sound’ financials

Wrise’s mass affluent arm has partnered with Kingkey Privilege Wealth Management days after the Hong Kong-based firm’s parent formally emerged from liquidation.

Pictet WM’s Karen Tan: Don’t try to time the markets

Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.

Goldman Sachs aims to double lending to wealthy private bank clients

Goldman declined to quantify the full scope of its lending to wealthy clients, who typically have a net worth of at least $30 million

Rathbones Asset Management: Research reveals prediction of strong growth in UK equities over the next 12 months

Eighty-one percent of these investors expected growth among large and mid-caps, although sentiment towards small caps was mixed.

Citigroup's Wealth Management Division Grappling With Efficiency Issues

The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.

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Wealth and Asset Management