Managers of Wealth

Blackstone Announces $5.6 Billion Final Close of Second GP Stakes Fund

This is a strong recognition of Blackstone’s unique value proposition in the GP Stakes market and the rigorous approach our team brings to identifying and investing behind great firms.

UBS Puts Some U.S. Bankers in «Penalty Box»

Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.

Setting up in Denmark

The country offers a clear regulatory framework, accessible regulators, and a transparent and effective legal system.

UK wealth firm makes eighth M&A deal of 2021

It adds £55m AUM to the group

Waverton retains five-star rating at the Financial Adviser Service Awards 2021

The awards are now in their 31st year

Barometer: The investment landscape in 2022

While bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.

UBS Puts Some U.S. Bankers in «Penalty Box»

Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.

Wealth manager rolls out responsible investment hub for advisers

In a bid to ‘open up conversations’ around the strategy

Sustained improvement in gross margin contribution from recurring fee income – Seasonal slowdown in client activity – Solid net inflows – Capital position remains strong – Return on capital continues to be among highest in sector

VP Banks Signals More Expansion with New Hong Kong Office

This office space, which comprises our own floor, allows us to accommodate more than double our headcount.

Vistra completes acquisition of Newhaven

This transaction further solidifies Vistra’s global position as a leading corporate service provider and fund administrator.

Quilter Cheviot enhances MPS range with launch of ‘Building Blocks’ funds

Quilter Cheviot has enhanced its Managed Portfolio Service with the launch of eight new ‘Building Blocks’ funds.

Local Banks Gain As Credit Suisse Sucks in Subsidiary

When Credit Suisse closed 14 branches of its subsidiary bank Neue Aargauer Bank (NAB) and four Credit Suisse branches in Aargau last year, many clients took the opportunity to switch to competitors.

Schroders CEO sets focus on advice

Schroders already runs a joint advice venture with Lloyds, Schroders Personal Wealth, and owns a controlling stake in advice business Benchmark Capital.