Managers of Wealth

Private Banks Unimpressed by China’s Third Plenum

Onlookers hoped for signs of a swift economic turnaround.

J Safra Sarasin backs small caps in ‘major rotation’

The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.

SJP advisers fear plummeting practice valuations amid debt worries

Are SJP raising funds to support the market?

Channel Islands at forefront of Citywealth International Financial Centre Awards shortlist

The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.

UnionBank Private Banking reaffirms its commitment to helping clients grow and transition wealth across generations

UnionBank Private Banking treated guests to a top-tier experience as an expression of gratitude for the trust and partnership accorded to them by their clients.

S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank

This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.

Multigenerational wealth – how to keep it in the family

The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.

Top 1 percent bags over $40 trillion in new wealth during past decade as taxes on the rich reach historic lows

This week G20 Finance Ministers are expected to lay the foundations of a groundbreaking global deal to increase taxes on the super-rich.

Future Leaders Awards Shortlist 2024

Accountant of the Year – Associate

Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis

One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.

Vontobel delivers strong profitability, stabilizes institutional flows and advances strategic priorities

This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.

Franklin Templeton and SBI Form JV For Digital Assets

Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan

China's third plenum: private banks expected more clarity

The plenum saw top Chinese officials discuss policies to raise consumption, boost innovation and the local property market.

Man Group Half year results

We were also pleased to record net inflows of $0.9 billion during another challenging period for asset raising in the industry.

UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team

Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.

Jupiter investors accelerate exodus over departure of star stock-picker

Pre-tax profits meanwhile rose 11 per cent per cent to £38.7m.

Sygnum Posts Profit and Sets Stage for MiCA-compliant expanded EU Market Entry

Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.

Asia wealth firms target doubling of assets under management to US$260 trillion by 2026

About 11 per cent of Asian high-net-worth clients’ assets are currently invested outside their home markets

Amundi launches two multi-asset funds in Thailand

Amundi and Kasikorn Asset Management have raised €153m following the launch of two multi-asset funds.

Ellevest’s Sallie Krawcheck: Looking at the ‘great wealth transfer’ through a gender lens

The industry overlooks the gender lens at its peril: women are expected to gain control of most of that wealth

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Wealth and Asset Management