Managers of Wealth

7IM acquires £430m AUM Midlands Planner firm

Under the terms of the deal Eastcote will maintain its brand and independent investment proposition.

Integritas Wealth Partners have attained CISI Chartered Firm Status

CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism

BBVA Group establishes a new investment advisory subsidiary in Miami

The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.

Aberdeen wealth managers surpass £150 million milestone

Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.

Asia’s Top Beneficiaries of CS Wealth Talent Outflow

In Asia, deep cuts were expected to be spared, especially in the private banking unit where UBS is betting on strong continued wealth generation in the region.

AssetCo shares down as annual loss widens, but managed assets rise

Revenue more than doubled to £15.0 million from £6.3 million.

Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group

As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.

Close Brothers H1 Adj. Profit Rises - Quick Facts

Adjusted earnings per share was 46.3 pence compared to 6.1 pence.

Paradeplatz: These are UBS’s plans for the CS headquarters

Paradeplatz 8 is also an integral part of this campus.

HSBC Global Private Banking moves overweight global equities

Key takeaways from our CIO private client dinner

Reviewing analysis from recent years, the recurring theme is that many predictions were misguided, with many completely wrong.

Boomers Control America’s Wealth: How Gen X and Millennials Can Catch Up

Together, non-boomers make up more than 53% of the country’s households but control just 27% of the wealth.

Wealth Managers Bet on More Fuel For Private Credit

Changing market conditions could act as headwinds

Can UBS become Europe’s Morgan Stanley?

At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.

Julius Baer Expands RM Base in Asia

Within Asia, he said that there were positions in Hong Kong that the bank was seeking to fill.

Iqbal Khan & Co are firmly in the race to succeed Ermotti at UBS

When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.

Two former CS store managers are moving to Paradeplatz boutique

As the investment company finews.ch, based on Paradeplatz in the heart of Zurich's banking center , confirmed, around 20 employees now work for the company in the Client Solutions department.

Wealth veteran takes swipe at M&A as he sets up own business

Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.

Partners Group adds private markets royalties to its investment platform

The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.

Quilter announces next instalment of platform enhancements

The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.

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Wealth and Asset Management