04/14/2022
JP Morgan wealth business registers 20% slump in Q1 profit
During the quarter, the unit’s assets under management (AuM) rose 4% to $3trn, on the back of cumulative net inflows and higher market levels.
Wealth and Asset Management
04/14/2022
Goldman Sachs wealth management powers profit beat as M&A wave ebbs
The bank has been taking measures under Chief Executive David Solomon to diversify its revenue stream and earn more from predictable sources like consumer banking, wealth and asset management.
04/13/2022
Banks Rediscover Zurich's Bahnhofstrasse
Pictet is not only housed in one of the most beautiful examples of an Art Nouveau building in the city.
04/13/2022
Wealth management firms announce immediate merger
Both companies said the merger has “increased their capabilities in providing market leading investment solutions to the advisory market”.
04/13/2022
Larry Hatheway reflects on GAM exit and his new ‘action tank’
The founder of Jackson Hole Economics also discussed what Switzerland's tradition of direct democracy can teach his native USA.
04/13/2022
Geneva WM recommends underweighting equities
European stocks have more upside potential due to low valuations but they are more exposed to risk in case of a further escalation of violence in Ukraine and energy crisis, said the firm.
04/13/2022
Brooks Macdonald targets advice gap with female network
Female Folio will bring female investors together through networking events, with the aim of helping to close the investment gap.
04/13/2022
Keep it in the family with smart tax planning
We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill
04/13/2022
Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors
Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products
04/13/2022
Singapore’s budget for business
The Singaporean government has unveiled a dynamic and ground-breaking post pandemic budget with ambitious plans to upskill workers, improve digital innovation and make the region a greener place to do business.
04/13/2022
St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
04/12/2022
Liontrust suffers £432mn outflows after losing mandate
The outflows are in comparison with net inflows of £958mn in the same period last year.
04/12/2022
Nine Sanctuary Wealth Advisors Named to 2022 Forbes Best-In-State List
This year almost 35,000 advisors applied to be considered for the annual ranking which narrows down to approximately 6,500 advisors managing a collective $10 trillion who are researched
04/12/2022
Sir Martin Sorrell on his life, career and the future of the global advertising industry
Previously Sir Martin was Founder and CEO of WPP for 33 years, building it from a £1m 'shell' business in 1985 into the world's largest advertising and marketing services company.
04/12/2022
Eight wealth managers' top fund picks for new ISA season
With the new ISA season upon us, we asked professional fund selectors and analysts which funds they are backing this year.
04/12/2022
Geneva WM partners with private equity fintech
The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.
04/12/2022
Zug WM launches fund targeting high quality European stocks
The Dynamic Equity Europe, a sub-fund of Tramondo UCITS funds, has a defensive approach with active risk management.
04/12/2022
Maerki Baumann : Strong business result and new member of the Board of Directors
The strong result can be put down to successful business activities, substantial organic growth in all business areas and a pleasing performance.
04/12/2022
Cantonal banks are gaining more and more ground in wealth management
With a total of CHF 2.7 billion, wealth management thus contributed almost 30 percent to the total business income.
04/12/2022
US Investment Firm Stephens Takes Stake in CRUX
We are excited to make an investment in CRUX Asset Management