Managers of Wealth

Swissquote Announces Better Than Expected Results

Swissquote attributes the strong performance primarily to the robust year-end and developments in the crypto sector.

‘We buy skill’: Vontobel’s co-CEO approaches strategy like an investor

Christel Rendu de Lint talks to Citywire Selector about the asset manager’s plan to build scale with skill as it looks to reverse flows.

Merrill, Morgan Stanley Wealth Divisions Boost Revenue in Q4

Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net interest income slightly climbed despite expectations it would decline “modestly” in the fourth quarter.

Quilter’s WealthSelect responds to recent bond market performance with ad hoc rebalance

The team has increased the fixed income allocation at the lower risk levels within the range.

$1.2B JP Morgan New York Team Jumps to RBC

The Pensato Slyane Group is “one of the most elite New York City wealth management teams,” according to the director of RBC’s New York complex.

BlackRock makes SDR move with new fund for Hambro team

The BFM Brown to Green Materials fund is managed by Evy Hambro, Olivia Markham and Hannah Johnson.

Hypothekarbank Lenzburg achieves pleasing result in the 2024 financial year

Profits therefore fell by 3.3 percent to 20.5 million francs in the 2024 financial year compared to the above-average previous year.

Private wealth management – have you considered the SPF?

The Circular provides that, should an SPF have its statutory seat or central administration in Luxembourg, it is eligible to receive a certificate from the LTA confirming its residency status in accordance with Luxembourg law.

Fourth Quarter And Full Year 2024 Results And Key Metrics

Revenues increased 12% from the prior-year period

Why is Iqbal Khan missing from the WEF in Davos?

Khan continues to be responsible for the GWM's European markets, and a large number of participants are expected from Asia.

Partners Group raises $8bn for evergreen funds in largest private wealth haul

The Switzerland headquartered group launched seven evergreen funds last year and is focusing on BlackRock partnership in 2025.

Goldman Sachs wealth management sees double-digit revenue increase in 2024

This was attributed to higher net revenues in equity investments and higher management fees.

Principal AM: Investors should consider global diversification

The asset manager is less constructive on US equities compared with most of its peers.

The Herculean Task of UBS

So far, the process has been running smoothly—too smoothly?

Maerki Baumann launches new Entrepreneur Banking department

The family business Maerki Baumann & Co. AG launched its new Entrepreneur Banking department at the start of the new year.

How Henri Dunant and the ICRC shaped Lombard Odier

The founder of the International Committee of the Red Cross was well acquainted with the bank's partners at the time.

Farther Partners with SignalPoint Asset Management, Managing $650 Million in Client Assets

SignalPoint was founded as an independent RIA in 2008 with a deeply personal approach to wealth management.

UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List

The team ranked #34 in the nation and is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek.

Soderberg takes stake in advice firm backed by Brooks

Söderberg & Partners has invested in three more advice firms, including Brooks Macdonald-backed Radcliffe & Co.

Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO

The move furthers SCS’ Position as a Leader in the Ultra-High-Net-Worth Segment

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Wealth and Asset Management