Managers of Wealth

Passing on a family business in Switzerland: what options are open to entrepreneurs today?

This can be a very painful process, particularly in the case of intra-family transfers.

Kingswood Holdings Reports Strong Revenue Growth

Despite these gains, the company experienced a statutory Loss before Tax of £13.3m, which was attributed to finance costs, non-recurring costs, and non-cash impacting items.

Kermitted Asset Management: Natural end

The chairman of Kermitted Asset Management offers a last, last word on why ESG is a matter of perspective

Luzerner Kantonalbank AG increases profit forecast for 2024

LUKB cites the bank's generally improved earnings situation - including in the investment and trading business - as well as active interest rate risk management in an environment of falling interest rates.

HNW spending heralds a return to the Roaring 20s

Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports

The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes

The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.

Labuan IBFC Inc. and STEP Malaysia jointly host wealth management and estate planning event

This inaugural event shone a spotlight on wealth management ecosystems both in Malaysia and Labuan IBFC

Schroder Investment Solutions celebrates third anniversary as AUM passes £6 billion

This award-winning proposition has attracted 238 new adviser firms since launch, bringing the total number of firms that have signed terms of business for SIS model portfolios to 349.

Tavistock shares jump after it confirms talks with Saltus

Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.

RF Group taps core vendor ERI to power its Caribbean banking operations

RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System

TEAM “well-placed for international growth on back of wealth exodus”

In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.

Indonesia eyes regional wealth management hub status but ‘trust’ needed to attract investors

Issues with Indonesia’s institutional capacity and governance could deter future investors, while legal changes may also be needed, analysts say

Krutham survey reveals SA's top private banks and wealth managers

The Krutham (formerly Intellidex) Top Private Banks & Wealth Managers survey results were unveiled at a June 25, 2024 awards ceremony.

EQ Investors hit by IT security breach

Wealth and advice firm’s client portal is currently down after sensitive client information was impacted over the weekend.

From zero to £37bn in 16 months: Inside SJP’s Polaris funds

St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.

EFG Private Bank launches Independent Asset Management platform for UK

Head of independent asset managers UK Ian Wright to oversee

Wealth managers comment on challenges facing next UK government

The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.

UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot

GWM Solutions to bring various wealth offerings together: memo

BlackRock muscles into private assets market for wealth clients

BlackRock views the US wealth market as one of its biggest growth opportunities.

Liontrust profit drops 23% after outflows worsen in 2023

Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds

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Wealth and Asset Management