Managers of Wealth

Foreign bank packs the myth of Swiss banking into a mandate

German private customers are eligible for a minimum investment of 60,000 euros.

Harris Associates still behind SJP, insisting partners must pay up

The St James’s Place investor sees bright spots for the UK’s largest advice firm despite its ongoing advice review.

ANZ’s private bank joins crowded race for country’s richest families

Mr Dunlop said the bank was seeking to build trust with the younger generation, “so they actually see us in a different light”.

Quilter partners with charities to help disadvantaged young adults in Southampton

The employability day was designed to give local young adults the skills required to step on to the employment ladder.

Lombard Odier partners with the Van Buuren Museum & Gardens Foundation

The collaboration will include the organisation of events, workshops, conferences, visits and special functions, as well as the sharing of networks.

Women in Wealth Management: Six Nations

Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.

UBS Gets Bullish Boost from Morgan Stanley Analyst

The Switzerland-based lender’s investment banking and wealth management units are pegged to benefit from an expected resurgence in mergers and acquisitions.

Most Valuable Bank Brands: UBS Moves Up in Rankings

The former number two of Switzerland’s big banks still had a brand value of $5.26 billion in 2023, equivalent to ranking 54 on the list of the most valuable bank brands.

Handelsbanken Wealth & Asset Management: New report reveals gender wealth gap

The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.

Craven Street Wealth completes acquisition of Punter Southall Aspire

The company says the integration will eventually allow clients and staff to access a wider range of specialisms

The rise of women’s wealth and influence in Asia

For 49% of Asian women, wealth really does equal health

Yet another UK firm heads for private hands after £400m-plus deal

The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.

The role of private assets in a changing investment landscape

This economic cycle is opening up new venues for value creation.

Former Pictet Agora co-founder launches L/S equity hedge fund

Vincent Ijaouane has launched Vigama Capital.

BCV is expanding its offering in Zurich – with support from UBS

The institute from French-speaking Switzerland now wants to expand further in German-speaking Switzerland.

UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List

Together, the team helps clients design comprehensive wealth management plans that integrate financial goals ranging from estate planning, wealth transfer and philanthropic strategies to sustainable and socially-responsible investing.

Brooks Macdonald Group plc half-year results for the six months ended 31 December 2023

"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"

Mirova targets €200 million for its new social impact private equity strategy

The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.

Successful financial year for the Raiffeisen Group – market position further expanded

In particular, the group was able to significantly increase income from customer business. Business success increased by 354.5 million francs to 1.7 billion francs.

Pictet: Six Characteristics Driving Female Wealth Success

Women often excel in building strong and lasting relationships with clients

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Wealth and Asset Management