Managers of Wealth

Close Brothers Shares Plummet as Margins Come Under Pressure

That’s slightly below the 7.1% it had in the six months ending Jan. 31 and it’s also less than the 7.2% analysts were expecting.

Phoenix to launch retirement advice service

The pension provider indicates that it will seek to enter the advice market as it looks to ‘leverage the opportunities that the retail market presents’.

Switzerland needs a major international bank

To prevent this from happening again in the future, the Swiss Bank Employees Association is calling for a new penal code for top managers who steer a bank into ruin.

Corporate loans: How Raiffeisen benefits from the CS exit

The cooperative bank doesn't want to establish its own credit research department – but is keeping a back door open.

StanChart unlocks new alternative investment opportunities for U/HNWIs

Standard Chartered Global Private Bank is committed to supporting clients with rigorous due diligence, specialised expertise and access to exclusive opportunities in this niche.

Hampden Bank Moves to New Edinburgh Office and Rebrands

Hampden Bank is set to report continued growth in its 2024 annual results next month and will mark its 10-year anniversary in June.

Credit Suisse turned down takeover bids one year before collapse

Credit Suisse would have retained a 25% stake, and the new owners would have provided clients with financial products.

Transforming Wealth Management: How AI and Automation are Reshaping the Industry

Traditional tools such as spreadsheets and disconnected systems often fail to provide a centralized source of truth, leading to reactive rather than proactive decision-making.

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

Deutsche Bank publishes 2024 Annual Report and confirms outlook for 2025

The Annual Report includes the bank’s Consolidated Financial Statements, the 2024 Compensation Report and management’s outlook for 2025.

Nomura partners with Hyakujushi Bank to enhance wealth management services

In return, Nomura will send its staff to Hyakujushi and provide the bank with access to its financial platform.

UBS CEO Sergio Ermotti’s Salary Draws Attention

The remuneration for CEO Sergio Ermotti, in particular, has drawn attention.

TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment

A central focus of this investment is the development of a new investment platform, which is being built through strategic partnerships with industry-leading firms.

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Brown joins an advisory board that includes industry heavyweights such as Arun Anur, chief operating officer at wealthtech juggernaut Orion.

She became a billionaire overnight after years as a hospice nurse. Now a philanthropist, she is challenging America’s richest ‘to redistribute’ their wealth

While many say giving away a lot of money is hard, that is not Dageville’s perspective.

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Wealth and Asset Management