Managers of Wealth

Ruffer eyes job cuts as ‘down year’ hits hard

The company told the Financial Times that it had been “making changes needed to best serve existing and new clients in a fast-evolving industry landscape”.

Proposed non-dom changes put HNW global mobility in the spotlight

Proposed changes to the UK’s non-dom tax rules as part of the latest UK budget have raised the issue of where families of great wealth choose to call home, writes Robert Moore, Director – UK at Jersey Finance

GAM tech fund outsources management to Liontrust

The fund’s manager Mark Hawtin has agreed to join Liontrust.

Third Financial reinforces commitment to HNW wealth market with latest signing

Third’s wealth platform is already providing Mountstone with new capabilities and efficiencies following a seamless migration of assets from its previous provider.

BlackRock reworks soft-close limit on Swiss mid-cap fund

Asset management giant has upped the daily limit imposed at the end of last year.

Loveday & Partners joins Titan Wealth

The company’s directors and its team of advisers and administrators will stay with the business

Carlos Torres Vila opens the BBVA Global Wealth Advisors office in Miami

Last Friday, the Chair of BBVA formally opened the new Miami office of BBVA Global Wealth Advisors (GWA), BBVA’s U.S. registered investment advisory unit. Carlos Torres Vila met with the team at this new office, comprised of over 30 professionals.

Tatton tops most recommended MPS table

The previous most popular MPS investment solution, Timeline Classic 50, fell to fifth in the latest tables compiled by data provider Defaqto.

MKC Wealth named as one of the ‘Best Financial Advisors to Work For’ in the UK

These combined scores then determined the top firms, with 25% of the total score coming from the first part and the remaining 75% from the process’s employee survey element.

HSBC Global Private Banking: Revisiting your wealth plan as uncertainty abounds

HSBC Global Private Banking’s multifaceted wealth planning and advisory teams can help UHNWs future-proof their assets ahead of UK and global elections

James Gorman pivoted to 'wealth management' to save Morgan Stanley after the 2008 financial crisis

The report was enough to immediately send Morgan Stanley shares (MS) down on a day when markets were up.

Entries open for fourth annual PIMFA Diversity & Inclusion Awards

Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance, which in turn drives positive change across the industry.

UBP House View - April 2024

This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices.

Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform

Envestnet's Revenue Manager Offers Asset Managers Comprehensive Suite of End-to-End, Enterprise-Class Billing Capabilities for Streamlined Processes and Elevated Productivity

Investments & Wealth Institute Announces Changes to its CIMA Certification

The Certified Investment Management Analyst certification program has been updated to reflect the current knowledge, skills and capabilities needed for today’s advanced practitioner.

LUKB's quarterly financial statements as of March 31, 2024

Growth by broadening the earnings base is once again a priority objective for our bank this year.”

Leonteq and Raiffeisen extend cooperation until 2030

Leonteq will also continue to distribute Raiffeisen issued products through its own distribution channel in Switzerland, Europe and Asia.

Rocket-fuelled growth catches up with Morgan Stanley’s wealth business

The trio join the US Federal Reserve, which was already known to be investigating the wealth-management unit’s internal controls.

Artificial intelligence – The new wave of innovation

The latest generation of technology has been sweeping headlines for the past year and grabbing investors’ attention.

At Baloise, restrictions on voting rights are in the crossfire

Now a second important shareholder representative has also signaled support.

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Wealth and Asset Management