Managers of Wealth

Edmond de Rothschild launches certified origin physical gold strategy

The physical gold is stored in vaults at Edmond de Rothschild’s headquarters in Geneva.

How Peter built his business with 4,500 clients and £1bn funds under management in 30 years

It’s not without a little pride that Peter says: “St James’s Place corporately look after about 900,000 clients.

Quilter plc 2022 Q4 Trading Statement

Quilter channel quarterly net inflows of £513 million (Q4 2021: £584 million) with the decrease reflecting lower levels of new business.

Credit Suisse Paying Interest to Billionaire Plaintiff

The strategy being applied in the Ivanishvili case and, as it is stated in the CS Victims notice, the bank initiated negotiations with the lead plaintiff.

Basler Kantonalbank receives a top “AAA” rating from Fitch

Fitch also points to the company's strong capitalization, steady increase and focus on profitability, and low level of non-performing loans.

Asset managers prepare for staff reductions and streamlined product offerings in challenging 2023

Compressed growth

IQ-EQ’s Regional Head of Private Wealth named in eprivateclient 50 Most Influential

The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.

UBS Advisor Team The Matthews Group Named to the Forbes Best-In-State Wealth Management Teams List

The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.

Gauging the inflections

Despite recent encouraging economic data, the near-term backdrop remains one of high inflation, rising rates, and slowing growth.

Lighthouse Canton wins 'Best Independent Wealth Manager - Asia Pacific' at Asian Private Banker Awards for Distinction 2022

The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private wealth management.

Jupiter merges, closes and overhauls six funds in January

Publishes 12-point plan

Qatar Investment Authority raises stake in Credit Suisse to just under 7%

The Qatar Investment Authority bought 139.03mln shares in the Swiss lender

Private Banks Need to Earn the Trust of Generation Z

This makes it all the more difficult for companies to reach Gen-Zers.

Now Raiffeisen Basel and Zurich are also fully fledged

The six branches were founded by Raiffeisen Switzerland between 1999 and 2016.

Next-Gen Advisors Say They Are Ready (Predecessors Not So Sure)

Outlining clear expectations, providing mentorship and being receptive to new ideas posed by next-gen advisors can help facilitate a smooth succession, industry executives say.

UBP Expecting Another Unpredictable Year

The financial market corrections and negative exchange rate effects from the Swiss franc's strength, especially against the euro and the British pound, affected UBP's assets under management (AuM) last year.

J.P. Morgan Asset Management Receives Regulatory Approval for 100% Ownership of China Joint Venture

All CIFM employees will also eventually relocate to join J.P. Morgan at Shanghai Tower, an iconic building in the Lujiazui Financial Zone in Pudong District, the center of Shanghai's financial industry.

Harbourfront sets five-year business value target

After year of milestones, independent wealth firm is poised for continued growth

Intesa Sanpaolo Wealth Management is officially created

This merger gives birth to Intesa Sanpaolo Wealth Management, with effect from January 1 , 2023.

Five ways to build your network via the Coutts 440 app

How to get the most out of our exclusive app for clients.

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Wealth and Asset Management