Managers of Wealth

Omnis Investments awards Ninety One £573m UK Income & Growth mandate

Ninety One Value team finds the potential in unloved companies.

Lombard Odier, Bilan magazine and HEG Fribourg publish the findings of an extensive study into family businesses in French-speaking Switzerland

The study reveals in particular how family businesses in this region approach passing on the business in the context of generational changes, underlines their resilience in the face of various crises, and highlights the lack of formal governance structure

TEAM proposed acquisition of Jersey-based adviser HBFS will ‘no longer take place’

The acquisition plan was first announced in December 2023

UBS’s traders are doing well, its bankers not so much

The bank attributed the increase to rates and FX, even though rates traders elsewhere did badly.

Canaccord Wealth announces new Isle of Man charity partner

The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.

Transferring wealth to the next generation – what to consider

Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.

Syz determined to prove small can be beautiful

The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.

Advising a new generation of global citizens

This progress, combined with shifting societal trends has made it easier for investors to access opportunities across the globe, fundamentally changing investment behaviours.

$3.5tn wealth transfer scares Aussie advisers: Natixis

Advisers reported retaining the assets 71% of the time when a spouse inherits, but this drops to just 38% when children inherit.

Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs

The models will span investment options ranging from equity SMAs to evergreen alternative funds.

Hong Kong launches task force to reinforce asset, wealth hub stats

Hong Kong's assets under management exceeded $31t by the end of 2023.

UBS Quarterly Results: Key Points to Watch

The initial platform integration and migration of Credit Suisse clients to the UBS platform in recent weeks have sent positive signals.

HSBC Holdings plc 3Q 2024 Earnings Release

I’m committed to building on this strong platform for growth.

Lombard Odier strives for more in the UK

The UK is of central importance to Lombard Odier.

Baloise sells FRIDAY portfolio

As part of the consistent implementation of the communicated refocusing strategy, Baloise will in future concentrate on profitable segments in which we have a relevant size.

How to survive interesting times

"The curse may be imaginary, but the threat to investors is real."

Bank of Singapore collaborates with iCapital to expand financial intermediaries access to alternative investments and insights

This initiative helps Bank of Singapore’s ambition to grow its financial intermediaries, family office, and wealth advisory (FFWA) assets under management by 50% for the period of 2024 to 2026.

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Wealth and Asset Management