Managers of Wealth

Progeny buys HNW chartered advice firm

With offices in Manchester and London, the firm offers tailored financial planning and asset management services to high-net-worth clients.

Brown Advisory teams up with boutique for global value launch

US group brings Toronto-based investment firm’s long-running strategy to European market.

Santander reports attributable profit of €11,076 million for 2023, meets all 2023 targets

In the fourth quarter, attributable profit increased 42% (+28% in current euros) versus the fourth quarter of 2022 to €2,933 million.

Zwei Wealth teams up with partners from French-speaking Switzerland

This marks the fourth new partnership in a month.

Evelyn Partners delivered record inflows, AUMA and operating income in 2023

For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).

From cyber scams to hiring struggles: the future of Swiss private banking

Bosses from Mirabaud, Rothschild & Co and Oddo BHF Switzerland tackle the challenges which their industry is facing going forward.

UBS Weighs Cutting About 90 Jobs at Asia Wealth, Banking Teams

The scale of the retrenchment in private banking is one of the biggest seen in Asia and comes as wealth from the Greater China region has tumbled amid a property crisis and the faltering economy.

Julius Baer tells clients ‘don’t sell tech’

The private bank believes US equities could deliver double-digit returns in the next two years, powered by AI, and it remains positive on Japan and India.

Wealth management firms merge

The firm’s team of 14 will continue to be based at its Grove Farm headquarters.

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Firm introduces plans to expand existing team and services catering to UHNW clientele

JPMAM Inks New Zealand Wealth Tie-Up

Under the tie-up, CIP will further develop its offering by directly accessing JPMAM’s global capabilities and expertise.

Kestra Private Wealth Services Announces New Partnership Between Maven Bridge Capital and Evoke Wealth Management

Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service

Odey’s sole female fund manager resurfaces at Ninety One

Sophia Whitbread's Brook Global Emerging Markets fund closed last year

Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners

Awards Across 15 Categories Recognize Excellence And Contributions To Industry

Two key UBS investors worry about bank's size, regulatory friction

UBS took over its rival in a state-orchestrated rescue last year, creating a bank with a balance sheet of more than $1.6 trillion, nearly twice the size of the Swiss economy.

Unicredit begins distributing Apollo’s clean transition Eltif in Italy

The fund aims to “offer European wealth investors access to private equity opportunities focused on the transition to clean energy and sustainable industry,” said the communiqué.

Nordea AM to wind down emerging markets debt team

Outsourcing to external manager

Majority of high net worth borrowers rejected for preferred mortgage – Investec

In the last five years, 84 per cent of high net worth applicants had to accept a lower LTV or put down a larger deposit to secure their preferred mortgage.

Nadège Lesueur-Pène: “Private Banks Should Better Focus”

A million dollars of short-term deposits differs from a million dollars invested actively through a discretionary mandate.

Business Awards UK Announces Winners of the 2023 Wealth Management Excellence Awards

This year's honourees have exemplified a dedication to excellence and a commitment to client satisfaction that distinguish them as industry leaders.

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Wealth and Asset Management