Managers of Wealth

Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023

Strategic plan progress delivers strong, profitable growth

Could it be time to change your wealth manager?

Most importantly, all this should be on your chosen terms.

Geneva minnow is crowned best private bank in Switzerland

Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?

UBS publishes Annual Report and Sustainability Report 2023

UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023

Canaccord CEO: The ‘demonic’ private equity stereotype is changing

David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.

Introducing our first Wealth Management Platform release of 2024

Once generated, the advisor can download the analysis as a PDF to share with your clients.

Deutsche Bank repositions itself among the super-rich

Although there are relatively few clients in this segment, the business is highly profitable.

FNB awarded Africa’s best international private bank

This is the second consecutive year FNB is receiving the award from Euromoney.

GAM announces 2023 full year results, proposal to strengthen the balance sheet and strategic progress

GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.

2023 Annual Results: Mirabaud announces results in line with its strategic ambitions and continues to Demonstrate Solidity

These annual results are in line with Mirabaud’s strategic ambitions, as it continues its investment cycle.

UBS Group AG (UBS) and Apollo conclude investment management and transition services agreements as final step in carve-out of former Credit Suisse Securitized Products business, Atlas SP

As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.

Euromoney Global Private Banking Awards 2024 LGT Wins Seven Awards

This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.

Q2 2024 Investment Outlook – Tapping into opportunities in stocks and bonds

HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work

JPMorgan bets on new wealth planning tool to draw investments

JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.

WealthTech’s new horizon: Catering to the Millennial and Gen Z investment wave

This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.

JP Morgan Private Bank's head of China retires

The China head was with JP Morgan Private Bank for over eight years, and worked at Credit Suisse, HSBC and UBS before.

How HSBC Global Private Banking is helping generations of wealthy families meet their succession planning goals

HSBC report suggests wealth preservation and its distribution to next generation is a prime objective among the wealthy

REYL Intesa Sanpaolo named “Best European HNW Team” by WealthBriefing

The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Bank.

Prince Max von Liechtenstein: «Annual Returns Are Meaningless»

Short-term orientation that is inherent in human beings is one of the root causes for a lot of problems.

RBC says SJP could be bid target as it slashes rating

RBC analysts break from the pack and downgrade SJP from ‘buy’ to ‘hold’, believing the business could become the target of M&A activity.

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Wealth and Asset Management