Managers of Wealth

Quilter Cheviot turns focus on alternative investment trusts as part of engagement programme

Only four investment trusts qualified for a green rating in each of the categories, while just one received a red rating across the board.

Wrise confident new wealth partner has ‘sound’ financials

Wrise’s mass affluent arm has partnered with Kingkey Privilege Wealth Management days after the Hong Kong-based firm’s parent formally emerged from liquidation.

Pictet WM’s Karen Tan: Don’t try to time the markets

Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.

Goldman Sachs aims to double lending to wealthy private bank clients

Goldman declined to quantify the full scope of its lending to wealthy clients, who typically have a net worth of at least $30 million

Rathbones Asset Management: Research reveals prediction of strong growth in UK equities over the next 12 months

Eighty-one percent of these investors expected growth among large and mid-caps, although sentiment towards small caps was mixed.

Citigroup's Wealth Management Division Grappling With Efficiency Issues

The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.

Highvern Private Wealth team members included in eprivateclient NextGen Leaders list

Congratulations to them on this well-earned recognition, highlighting their hard work and accomplishments.

Edmond de Rothschild Announces the Launch of an Infrastructure Debt Strategy in Saudi Arabia

This investment platform will bring complementary liquidity to existing equity and senior debt instruments

Harnessing AI and emerging technologies: applications in wealth management

Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage

Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion

LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.

Is Generative Artificial Intelligence the Key to Unlocking Personalization in Banking?

Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.

Private Banking & Wealth Management London Awards 2024 winners unveiled

The best and brightest private banks in the industry were honoured.

Capturing wallet share: Delivering on the UHNWI top 10 list

This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.

DBS eyes S$500 billion in wealth assets by 2026, top executive says

DBS is also aiming to double the number of wealthy clients with assets worth at least S$1 million and above by end 2026

Merger of Swiss units of UBS and Credit Suisse could happen by July

The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda

Altrata Report Reveals $31 Trillion in Generational Wealth Transfers by 2033

More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.

“Forget unrestricted market access to Europe”

The Geneva private bank UBP has hired 150 wealth managers in the past year, half of them in Switzerland.

Structured products: a strategic solution

The market is currently dominated by products that aim to optimise returns.

UBS Wealth Management International Adds Déa Caldas in New York

Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.

Insigneo celebrates expansion with Laredo branch

The establishment of this branch comes after the firm announced last year

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Wealth and Asset Management