Managers of Wealth

Abrdn confirms job losses amid £120mn of cuts to investment business

The division had total assets under administration of £66bn, and net inflows in the six month period to 31 December 2023 of £1.1bn.

Pictet’s wealth management unit cuts back on clients' hedge fund holdings

On average, the top 20 managers were up 10.5% last year, while the industry overall returned 6.4%, the fund of funds investor LCH said in a report on Monday.

Third ‘Most Influential’ listing for Saffery Trust Director

Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands

Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)

Spear's Awards 2023 winner: Weatherbys Private Bank embraces innovation while staying true to the importance placed on human relationships

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform

HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’

Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August

Standard Chartered Presents 2024 Market Outlook to Hundreds of High-Net-Worth Clients

Over the next few weeks, the Bank will reach out to 5,000 clients with over 20 planned events in markets

Patience in an uncertain environment

Markets & Investment Update

UBS Launches Large-scale Brand Campaign

The results of that exercise came into full view on Tuesday during the bank's worldwide launch of its new brand campaign.

Migros Bank: CEO Manuel Kunzelmann was right

As expected, the most important contribution to this came from the interest business, where success increased by a quarter to 641.4 million francs.

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

This is the second consecutive year the team has been named to the list.

Endowus launches CashUp Portfolios offering institutional-grade, flexible short-term cash management solution for Hong Kong investors

New investment offering enables investors to manage their short-term cash with access to institutional share class money market funds at lower fees, with projected net yields of up to 5.5%* per annum

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Wealth and Asset Management

Abrdn confirms job losses amid £120mn of cuts to investment business

Pictet’s wealth management unit cuts back on clients' hedge fund holdings

Third ‘Most Influential’ listing for Saffery Trust Director

Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’

Standard Chartered Presents 2024 Market Outlook to Hundreds of High-Net-Worth Clients

Patience in an uncertain environment

UBS Launches Large-scale Brand Campaign

Migros Bank: CEO Manuel Kunzelmann was right

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

Endowus launches CashUp Portfolios offering institutional-grade, flexible short-term cash management solution for Hong Kong investors

FNZ completes acquisition of Luxembourg-based B2B fund platform ifsam to strengthen global proposition

$1.6 Billion Advisor Team Joins UBS Private Wealth Management in Northbrook, IL

321 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List

Rothschild & Co: 2023, a record year for Asset Management

Forbes Magazine Best-In-State Wealth Management Teams for 2024 - The Bellwether Group at Morgan Stanley

Charlotte Bobroff: from rising star to UHNW Wealth Manager of the Year

Macquarie European Infrastructure Fund 7 reaches €8 billion of investor commitments

Union Bancaire Privée reports net profit of CHF 223.8 million, up 6.4% year on year.