Managers of Wealth

Bantleon buys Warburg Invest AG

It was agreed not to disclose the purchase price.

Swissquote records strong inflow of new money

The company will publish the full report for 2022 on March 16, 2023.

RBC Wealth Management to exit Guernsey

The full closure could take up to two years

UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology

Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards

Ex-Banker Eyes M&A After SPAC Deal Forges $60 Billion Wealth Firm

Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.

What risks might derail markets in 2023?

From the war in Ukraine to China's mobility controls and the UK mini-budget, 2022 has offered many examples of how policy can drive volatility or change the trajectory of asset markets.

J.P. Morgan Private Bank releases study on global billionaires

Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments

UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list

Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.

UBS Has High Hopes for China’s Reopening

The Swiss bank with 13 locations across Asia told the news outlet it was looking to hire talent this year as it expects its wealth management business to drive its business in the region.

Julius Baer strengthens its position in Switzerland with new teams for Aargau and Solothurn as well as for foundations

Bank Julius Baer continues to expand in its home market Switzerland and has established a new submarket for Aargau and Solothurn to be headed up by Claude Luethi, who joined the Bank at the beginning of 2023.

Canaccord's management seeks to acquire firm in C$1.13 bln deal

In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.

Quilter predicts 'modestly lower' net flows for end of 2022

At the end of September, net inflows had fallen £300mn compared to the end of June shaving 2 per cent off the firm's assets under management and advice, which fell from £98.7bn to £96.9bn.

Credit Suisse to buy Michael Klein's advisory boutique for nine-figure sum - reports

The boutique, M. Klein & Company, is close to acquisition despite the two parties being apart in their initial valuations

BofA downgrades Schroders as ‘most sensitive’ to recession

Bank of America has downgraded Schroders and Ninety One in an intensification of its bearish outlook on the UK asset management industry.

Capital Group partners with UBS

The MSI combines four fixed income sectors -- investment-grade corporate bonds, high-yield corporate bonds, emerging-market debt and securitized credit -- in a single portfolio, according to the disclosure.

Two UBS Jersey leaders nominated for Woman of the Year category in global Powerwomen Awards 2023

The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.

Strategic financial planning for 2023

Many people only consider segments of their finances at a time.

Customer service meltdown at the royal bank Coutts

A digital switchover has left the prestigious firm in disarray, its £1,200-a-year clients say

The Most Effective Way To Move Upmarket

For a great many advisors to do well going forwards, they need to work with wealthier clients—they need to move upmarket.

Hargreaves Lansdown’s billionaire founder calls for ‘huge’ cost cuts

Investment group’s largest shareholder urges the board to focus on selling investments rather than offering robo-advice

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Wealth and Asset Management