Managers of Wealth

Four keys to better thematic investing

We see thematic investing as an essential component clients can incorporate into their long-term investment strategy.

Foster Denovo adds £87m AUA with acquisition of Verum Wealth

It marks the firm’s seventh acquisition in just over a year

Private banks must address the credibility gap

Advisers were remunerated entirely on a variable basis: the more revenue they generated, the higher their compensation on an ascending scale.

UK retail equity ownership the lowest in the G7 as abrdn urges action

abrdn has called on the government to address the UK’s risk culture and boost retail participation in financial markets

Julius Baer to sell its domestic Brazilian business to BTG Pactual

Julius Baer will continue to service Brazilian clients out of other locations and as such, the Brazil International business remains unaffected.

Private Markets: Is Switzerland Just Getting Started?

If you plan to discuss private markets with Bernd Pfister, you’ll need plenty of time.

Vaduz wealth manager rebrands

Nautilus Wealth Management remains focused on customised support for clients and mandates for asset management, investment reporting and investment control.

Azets Wealth Management to acquire chartered financial planner

Azets is an international business advisory group, with 9,000 local experts in 190 locations across six countries

Singapore fund Paragon opens Hong Kong office to reach more wealthy clients

Fund manager sees Hong Kong as an ideal wealth management hub to reach more wealthy clients in the Greater China region

Budget can spark wealth management reforms in UK

Now the dust has started to settle on the biggest financial policy shake-up in over a decade, let me explain why.

UBS attests SNB an "extraordinary year"

The balance sheet profit has therefore probably reached the necessary size for the federal government and the cantons to expect a distribution.

CaixaBank Group and Asset Management Divisions Reinforce Commitment to Responsible Investing

In 2024, a total of 3,051 signatories reported, managing “nearly $89 trillion in assets, underscoring the international significance of this initiative.”

Santander’s Asset Management Business Closes the Year at Record Levels

This performance suggests that by 2024, the company could exceed €17 billion in net inflows, compared to €9 billion in 2023.

Vontobel completes acquisition of client book from IHAG Privatbank

The transaction has a positive impact on Vontobel’s group net profit from day one

Wealth managers warn investors to watch out for these 3 major themes in 2025

Despite the uncertainty that comes with changing times, one piece of personal finance advice remains eternal: Don’t let emotions take over your financial planning.

Pemberton Capital Advisors Optimises Portfolio Management with Broadridge Technology

Broadridge tech optimises Pemberton’s operational efficiencies and drives growth in its CLO and private debt business

Stock Market Turnover In 2024: Up In Switzerland, Down In Spain

The data on trading activity is an important indicator of investor sentiment and therefore of interest to the Swiss financial sector as a whole.

The Shifting Landscape of UHNW Client Priorities and the Growing Importance of Global Mobility

With a record-breaking number of millionaires relocating and an increasingly complex regulatory environment, the demand for comprehensive, personalized solutions continues to rise.

Hubbis Asian Private Wealth Management Year-End Review 2024: Insights from EFG's Albert Chiu

This successful hiring highlights the benefits of our focused business model, high brand recognition and strong standing in our local markets.

Insignia Financial gets $1.8bn buyout bid from CC Capital

The latest offer is contingent on satisfactory due diligence, a unanimous board recommendation, and regulatory approvals.

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Wealth and Asset Management