Managers of Wealth

Brooks Macdonald funds under management rise in third quarter

During the third quarter, organic net new business fell by GBP294 million or 1.7%, but this was more than offset by investment performance rising by GBP642 million or 3.7%.

UBS GWM's market team head for Malaysia and Singapore exits

The market team head had been with UBS GWM for almost two decades.

Smead Capital's contrarian oil bet piques private bank interest

The $6bn US value house has been a long-term backer of the out-of-favour sector, which is now catching the eye of private banks looking to diversify away from the Magnificent Seven.

New wealth management firm launched near York

The company, based near Pocklington, will cater to the financial needs of business leaders, landowners, and high net worth clients.

Structured products proposition wins Best Performance Benelux award

The SRP Structured Products Awards are the most prestigious prizes within the industry and have been established to review the best-performing products and distributors of structured products in Europe.

A new chapter begins for Pictet in the summer

The wealth management boss for German-speaking Switzerland has been in office for a year and is now really getting started.

Raiffeisen makes company history accessible

There is still a branch of the Raiffeisenbank am Bichelsee at the site where the first Raiffeisenkasse was founded.

The ‘masters of the universe’ are back in business

A new era of market volatility and higher interest rates is inspiring a comeback for the hedgies of Mayfair and Manhattan

Arbuthnot Latham on why they shun UK equities

Usually, currency risk would be prevalent when investing in funds based abroad, as returns are converted back to sterling.

Morgan Stanley First Quarter 2024 Earnings Results

Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7%

Quintet partners with BlackRock to launch first in series of new funds

Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.

REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris

The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.

CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona

The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.

Titan Wealth snaps up Bristol Planner Aspira

Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.

Liontrust suffers £6bn of outflows in year

In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.

Thurgauer Kantonalbank is expanding into online mortgages

In return, TKB will participate in Credex as a minority shareholder and will act as a lender on its mortgage marketplace in the future.

Liontrust GF Pan-European Dynamic Fund launches with over €150m.

The new Fund uses the same investment process

Endowus launches its full-service digital wealth platform; leading conflict-free investment advisory and fund distribution in Hong Kong

The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.

CEO Summit: Why customisation is the future

This is part of a general drive to bring institutional approaches to wealth platforms says another participant.

Sanctuary brought in $4.9m through asset manager partner program in 2023

Sanctuary made the money via a strategic partnership program, sources told Citywire.

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Wealth and Asset Management