Managers of Wealth

‘It’s better if none of the participants have big egos’: WMs talk mergers

Four Top 50 wealth managers discuss mergers and acquisitions.

Shard Capital Partners opens Jersey office

Shard Capital Partners has expanded it's discretionary asset management services to clients in Jersey.

LGT achieves significant rise in profit

LGT is well positioned to continue to achieve profitable growth in 2022.

Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range

Noah announces unaudited results for Q4

Non-GAAP[2] net income attributable to Noah shareholders for the fourth quarter of 2021 was RMB289.6 million (US$45.4 million), a 10.3% increase from the corresponding period in 2020, and a 1.9% increase from the third quarter of 2021.

Why wealth managers are taking smart positions in this category to brace for volatile times ahead

A broad market rally called for a diversified approach to stock-picking.

Schroder UK Alpha Plus Fund bolstered with two UK Equity Funds

The merger also means the Schroder UK Alpha Plus Fund will benefit from economies of scale, with the net asset value of the fund increasing to over £800m[1].

Private banks 'neutral' on equities amid turmoil, but favour Asia ex-Japan stocks

Strategists recommend hedges - such as energy stocks and gold - against risk of protracted war between Russia and Ukraine

Wealth at Work group acquires digital agency - DBD Digital

These important developments help us increase that momentum.

Two U.S. Banks Exit Russia

Credit Suisse, which has 125 employees in wealth management and investment banking, and UBS with its workforce of 50 people in Russia, have not made statements in this regard so far.

Nuveen to set up shop in Switzerland

The US asset manager plans to appoint Christian Leger as country head for Switzerland.

Quilter stops third-party managers investing in Russia and Belarus

Used on firm's WealthSelect service

“Hong Kong and Singapore is Not a Zero-Sum Game”

UBP’s Asia business saw equally strong contributions from Hong Kong and Singapore during the pandemic, the bank’s regional chief executive Michael Blake told finews.asia, underlining that success from the dual hubs need not come at the expense