Managers of Wealth

Morgan Stanley Wealth Management Pulse Survey Reveals Significant Increase in Bullish Investor Sentiment

Yet, inflation continues to be a top concern.

Fairstone, SJP, then…? More advice fee overhauls expected post-consumer duty

Fairstone shifts to single charging structure as firms rethink fees in light of consumer duty, and FCA says it’s not done yet.

True Potential Appoints Northern Trust for Asset Servicing Solutions

Selected by UK Wealth Manager to Service GBP26 billion of Assets Under Management

Former Credit Suisse Manager Must Scale Back Hedge Fund

Reports back then said that this would be the biggest launch of a hedge fund in financial history.

Cantonal Banks – In Name Only

The collapse of the Austrian property group founded by Rene Benko has very clearly exposed several Swiss banks.

Söderberg & Partners takes stake in Fidelius to continue UK expansion

The investment, which is subject to FCA approval, continues the Swedish advisers’ recent wave of acquisition and investment.

UBP House View - January 2024

This strengthens our message to stay invested in both equities and fixed income.

German asset manager acquires Swiss company

The company launched a fund in Switzerland as early as 2022.

Intesa CEO to Focus on Wealth Management as Interest Boost Wanes

Intesa has benefited strongly from rising interest rates, boosting profitability over the past quarters.

WealthArc and ZeroLink are transforming wealth management with Artificial Intelligence

WealthArc empowers wealth managers, family offices, trustees and other wealth owners with a state-of-the-art data management platform aggregating globally over 200k positions every day.

Liontrust Asset Management net outflows continue in Q3

These challenges include the fact active managers have never been confronted by such a competitive environment to attract and retain assets as is the case now, both from within and outside the sector.

Brooks Macdonald Group: Second Quarter FUM Announcement and Half Year Trading Update

"FUM up 4.3% in the quarter to £17.6 billion"

Julius Baer: Wait for China's Bottoming Process

It is also positive on Japan because of economic tailwinds, Tokyo Stock Exchange reforms and improved fund flows.

TISE sets new records during 25th anniversary year

Despite continued adverse macro-economic conditions, there were 842 new listings on TISE during its 25th anniversary year.

Exclusively for women: Corinne Brecher uses ZWEI Wealth for her customers

The cooperation with ZWEI Wealth allows Corinne Brecher to expand the range of services for her portfolio heroines to include wealth office services.

LLB reopens in Zurich – with ex-UBS management

This reflects the expansion strategy into Switzerland.

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.

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Wealth and Asset Management