Managers of Wealth

Julius Baer forecasts high single-digit returns for 2025

Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

Guernsey Trust Manager joins Citywealth Future Leaders Awards 2025 judging panel

She will be joining five other judges and panel moderator Karen Jones, CEO of Citywealth.

Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’

The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram

Most Influential Recognition Once Again for Iain Johns

Having appeared in the list regularly over the past decade, Iain has extensive experience of dealing with the financial affairs of some of the world’s wealthiest families.

Julius Baer sees end to S&P 500’s bull run; positive on US banks

Swiss private bank also positive on equities in Japan, China and India

Naomi Rive named in 2025 eprivateclient 50 Most Influential

This prestigious recognition highlights her significant contributions and leadership within the UK and global offshore private client practitioner sector.

Rathbones Group Plc Fourth Quarter Trading Update

Funds under management and administration (FUMA) update for the year ended 31 December 2024 and notice of results.

Seventy2 Capital named in 2025 Forbes Best-in-State Wealth Management Teams

Ratings on the Forbes Best-in-State Wealth Management Teams list are based on the previous year's industry experience, interviews, compliance records, assets under management, revenue

Wealth Access to Integrate With Q2 Digital Banking Platform

Wealth Access said it delivers deep insights that fuel hyper-personalized banking interactions, strengthen customer loyalty, and drive increased revenue.

Wealth managers eye more gilt moves after bond selloff

Gilt portfolio services prove a popular choice as investors spy opportunities to make tax-free capital gains.

The Lindbloom Group Named to Forbes 2025 Best-In-State Wealth Management Teams List

The Lindbloom Group has been named to the Forbes best-in-state teams list for the third year in a row

SIX Fully Acquires Swiss Fund Data AG

Reliable and transparent data on the Swiss fund market is vital to our industry.

Swissquote Announces Better Than Expected Results

Swissquote attributes the strong performance primarily to the robust year-end and developments in the crypto sector.

‘We buy skill’: Vontobel’s co-CEO approaches strategy like an investor

Christel Rendu de Lint talks to Citywire Selector about the asset manager’s plan to build scale with skill as it looks to reverse flows.

Merrill, Morgan Stanley Wealth Divisions Boost Revenue in Q4

Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net interest income slightly climbed despite expectations it would decline “modestly” in the fourth quarter.

Quilter’s WealthSelect responds to recent bond market performance with ad hoc rebalance

The team has increased the fixed income allocation at the lower risk levels within the range.

$1.2B JP Morgan New York Team Jumps to RBC

The Pensato Slyane Group is “one of the most elite New York City wealth management teams,” according to the director of RBC’s New York complex.

BlackRock makes SDR move with new fund for Hambro team

The BFM Brown to Green Materials fund is managed by Evy Hambro, Olivia Markham and Hannah Johnson.

Hypothekarbank Lenzburg achieves pleasing result in the 2024 financial year

Profits therefore fell by 3.3 percent to 20.5 million francs in the 2024 financial year compared to the above-average previous year.

Private wealth management – have you considered the SPF?

The Circular provides that, should an SPF have its statutory seat or central administration in Luxembourg, it is eligible to receive a certificate from the LTA confirming its residency status in accordance with Luxembourg law.

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Wealth and Asset Management