Managers of Wealth

LGT hints BoT could cut rates soon

Move would be based on growth

Macquarie Asset Management announces plan to consolidate brands for US wealth investment solutions

The decision to consolidate under the Macquarie umbrella reflects the company’s dedication to providing institutions, financial advisors and their clients with a straightforward and compelling brand experience.

German independent asset manager buys Swiss firm

It is the second takeover which Plutos Vermögensverwaltung has announced this month.

‘The Swiss market has too many banks’: Oddo BHF managing director

Christoph Geiseler made the comments at Citywire’s private banking roundtable.

Osaic Celebrates Consequential Year

Firm Continues to Build Scale with the Addition of Approximately $22 billion in Total Client Assets in 2023 and 11 New Bank and Credit Union Relationships

Mediobanca announces the launch of Mediobanca Premier, the bank specializing in wealth management for Italian households

Mediobanca Premier combines and creates value from two of the Group’s distinguishing features.

Cardale rebrands to Titan Private Wealth and gears up for recruitment drive

It provides clients with exposure to cash, property and alternatives such as absolute return, private equity and infrastructure.

HIGHVERN launches Fund Administration business in Guernsey

Since then, the company has continued to build out its expertise in private wealth, developing HIGHVERN’s reputation as a firm that operates with integrity, discretion, and responsibility.

Steve Conley: Wealth management requires a radical rebrand

Stemming from the Old English ‘welth’, which signifies wellbeing, wealth extends far beyond material riches.

Banque Cramer with late withdrawal from Moscow

The institute has decided not to ask the Russian central bank for an extension.

What the FCA's call to action means for wealth managers

Identify how managers can meet the FCA's expectations

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.

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Wealth and Asset Management