Managers of Wealth

Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024

This marks the sixth year in a row of being named to this prestigious list of financial advisors.

Coutts' approach to investing

How we decide where to invest our clients’ money – and how it’s working out.

Raiffeisen publishes annual reports for 2023

It managed to grow in all business areas and gain market share.

HNW advice firm partners with Multiply

This will be done by automating aspects of the onboarding and annual review processes for clients.

Geneva-based Pictet AM debuts AI-powered global equities fund

The Luxembourg-domiciled fund will target an annual return before fees of 1.5% above the MSCI World index

UBS, Nomura Battle to Win Rates Sales to Europe’s Ultra Rich

Switzerland’s biggest bank has been adding to its structured rates offering over the past six months.

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.

1
2
3
…
299
300
301
302
303
304
305
306
307
308
309
…
1667
1668
1669

Wealth and Asset Management