Managers of Wealth

Morgan Stanley investment banking slump overshadows wealth management growth

Despite reductions in revenues overall, the bank also reported positive earnings in fixed income, with revenues up 15% to $1.4 billion in Q4 compared with 2021.

Outflows hamper Liontrust AUMA growth

Asset manager’s investments performed well, but investor sentiment remained cautious

Long-run asset class performance: 30-year return forecasts (2023–52)

This year in our long-term performance forecasts, which incorporate the impact of climate change, we expect higher returns across different asset classes in both real and nominal terms.

AJ Bell inflows down 25%

New chief executive at AJ Bell, Michael Summersgill, credited the platform provider’s “dual-channel business model” for the latest growth.

Credit Suisse set to pay upfront cash bonus to senior employees

The deadline to sign up for the upfront payment is 30 January.

Credit Suisse cautiously optimistic as mainland investors back China reopening, foreign funds unsure

Hong Kong will remain a gateway to China’s markets, will have a ‘very profound and robust future’

Credit Suisse: «We Received Many Love Letters»

Most importantly, Credit Suisse was able to defend its leading position in the Swiss business if one follows the bank's interpretation of data from Dealogic.

RF Bank Purchases Cayman Financial Advisory Business

This new broker arm of the RF Group, which will be rebranded under RF Advisors, will have a team of experienced and qualified financial advisors offering complete financial planning solutions for every aspect of clients’ wealth journey

Leo Wealth Adds Singapore Office Via Acquisition

In addition, Leo Wealth will also incorporate Jachin Capital’s digital platform, iAdvisor, into its offering to provide clients with access to dynamic, personalized investment portfolios.

17 J.P. Morgan Teams Selected for Forbes Best-in-State Wealth Management Teams Ranking

The ranking was compiled by SHOOK Research.

Matthew Burton named one of 50 Most Influential

The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.

UK's fund managers post higher assets under management as fund flows improve

After witnessing robust asset growth during the pandemic, fund managers are now struggling with weak investor sentiment, volatile stock markets amid fears over raging inflation and potential recession.

Liverpool adviser sells business to Evelyn Partners

Gavin Tansey is the latest to join Evelyn’s adviser partnership programme.

Liontrust Income Fund Q4 2022 review

Global financial markets were more settled during the last quarter after the turmoil seen throughout most of the year.

The appeal of wealth planning amid increasing mobility

Besides avoiding physical harm and financial losses, the reasons for such relocation range from professional opportunities and business expansion to family requirements or access to a better healthcare system.

Zoe Financial Announces Its New Innovative Wealth Platform

The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth

Julius Baer: «It's Going to be a Glorious Year for Bond Investing»

In addition to the end of the ultra-low rate regime, the bank notes that historical trends point to a high likelihood of positive returns for the asset class after two years of losses.

Credit Suisse Transfers Impact Advisory Unit to New Firm

Double Delta is an impact advisory firm founded and set up by Joost Bilkes, Credit Suisse’s head of impact advisory services.

Edinburgh Reforms: signs are positive for UK wealth management

This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.

10-year forecasts: what returns to expect from major asset classes?

Our latest forecasts for absolute returns from 2023-2032 for various asset classes.

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Wealth and Asset Management