Managers of Wealth

Lombard Odier wins award for best European private bank at WealthBriefing 2024

These include the prestigious prize for Best Overall European Private Bank.

Hywin Holdings Announces Strategic Business Transformation Plan

As part of the business transformation plan, Hywin is undertaking a structural reorganization plan

Four reasons to consider global SMID caps in 2024

By diversifying across different market-cap tranches, investors can benefit from improved liquidity while maintaining strong EPS growth potential.

Strong presence of Channel Islands in Citywealth Magic Circle Awards shortlist

The awards, now in their eighteenth year and regarded as the Oscars of the finance world, recognise the best wealth managers and advisors in the private wealth industry

Capital Group: all Hong Kong HNWIs currently have large cash holdings

Capital Group's survey shows that 100% of Hong Kong high-net-worth investors currently have at least 10% of their portfolio held in cash.

EFG’s Pradelli looks beyond Europe’s ‘old money’

EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.

Goldman Sachs Asset Management Wins Two United States 2024 LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Jumping outside the box; PWM joins Q Wealth's partnership model

How Q Wealth's strategic alliances with top advisories like PWM Private Wealth Counsel are setting new standards for independent wealth management

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Over 10 million customers are using Wealth Plan to take control of their financial future

Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023

Strategic plan progress delivers strong, profitable growth

Could it be time to change your wealth manager?

Most importantly, all this should be on your chosen terms.

Geneva minnow is crowned best private bank in Switzerland

Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?

UBS publishes Annual Report and Sustainability Report 2023

UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023

Canaccord CEO: The ‘demonic’ private equity stereotype is changing

David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.

Introducing our first Wealth Management Platform release of 2024

Once generated, the advisor can download the analysis as a PDF to share with your clients.

Deutsche Bank repositions itself among the super-rich

Although there are relatively few clients in this segment, the business is highly profitable.

FNB awarded Africa’s best international private bank

This is the second consecutive year FNB is receiving the award from Euromoney.

GAM announces 2023 full year results, proposal to strengthen the balance sheet and strategic progress

GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.

2023 Annual Results: Mirabaud announces results in line with its strategic ambitions and continues to Demonstrate Solidity

These annual results are in line with Mirabaud’s strategic ambitions, as it continues its investment cycle.

UBS Group AG (UBS) and Apollo conclude investment management and transition services agreements as final step in carve-out of former Credit Suisse Securitized Products business, Atlas SP

As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.

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Wealth and Asset Management