Managers of Wealth

SNB: After a decent first quarter, things are getting rough

UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.

Unlocking the power of unified managed households (UMH)

The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.

Shackleton acquires asset management business from Irwin Mitchell

The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.

Hargreaves Lansdown co-founder returns to board after £5.4bn takeover

The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.

Generali and Partners Group launch private credit secondaries fund

The firms are tapping into the ‘rapidly expanding’ credit secondaries market.

Peapack Private Bank & Trust Now Open in NYC

This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.

Söderberg & Partners invests in four more UK IFA firms

The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’

Wealthy families embrace systemic rethink to impact investing

The overarching question is whether or not the investments of wealthy families actually make any major impact on society.

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish

The survey explored investor views on sector opportunities for the second quarter of 2025

Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team

The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.

UBS Loses Crown as Most Valuable Continental European Bank

The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.

Manulife Wealth introduces Unified Managed Account Program

The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.

South Africa: Unlock the power of connected wealth with Nedbank Private Wealth

Connected Wealth is ultimately about ensuring that wealth serves a greater purpose

UBS executives: Wealth ‘referral awards’ don’t work

Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients

Julius Baer Manager Leads New British Asset Manager in Geneva

The new asset manager is set to start operations in early 2025, upon its license approval by Finma.

Citi wealth says 'strategy is working' as net new assets surge

The division reported a 489% surge in its new investment assets in the fourth quarter.

Five Arrows announces final close for sixth secondaries fund at €2 billion, materially surpassing its target

This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.

CITI First Quarter 2025 Results and Key Metrics

Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.

Third Quarter FUMA Update

Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ended 31 March 2025 ("quarter" or "Q3").

BTG Pactual acquires JGP’s wealth management arm

Deal adds R$18bn to bank’s multifamily office business, deepens consolidation strategy

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Wealth and Asset Management