Managers of Wealth

Financial trends that have been accelerated by the pandemic

A global view from Michael Power, Strategist at Ninety-One

Thorntons Investment Management Secures Fundings to Support Multiple Acquisitions

Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.

Raymond James Financial Reports First Quarter of Fiscal 2021 Results

Record quarterly net income grew 16% compared to the prior year’s fiscal first quarter primarily driven by the aforementioned higher revenues and a lower effective tax rate, which more than offset the negative impact of lower short-term interest rat

Bellevue expects 60% higher group net profit for 2020

The annual report will be published on 2 March.

HP Wealth Management Acquires Sophisticated Platform

Teamwork is an independent international group, founded in 1999 in Geneva by its CEO Philippe Rey-Gorrez.

Credit Suisse: Philipp Wehle Gives His Unit a New Look

This closeness to its clientele enabled the bank to grasp the needs of its clients more precisely.

UBS: Seven-Fold Surge Potential for Wealth Revenue in China

UBS believes that private banking domestically is not only set for a major profit boost but also a «potential key enabler of a diversified and open financial sector

Collas Crill Lawyers Feature in Private Client Global Elite Directory 2020/21

Partners Ben Havard and Sam Williams and Associate Gregory Haddow have been included in the 'Ones to watch' category.

Your Investor Confidence Index

The State Street Investor Confidence Index measures investor confidence or risk appetite quantitatively by analyzing the actual buying and selling patterns of institutional investors.

Bank of Singapore Sees Strong IAM Growth

This was owed in no small part to the Hong Kong IAMs business which has seen accelerated growth following the launch of a hub dedicated to the segment several years ago.

Wealth manager acquires Surrey firm

As it looks to expand its service proposition across the southeast

The Rise of UHNWs – and what it means for business

The number of individuals with investable assets of over $1 million has more than doubled over the past decade, from 8.5 million in 2008 to 19.6 million in 2019, according to Capgemini.

Fourth quarter new business inflows and funds under management update

St. James's Place reports robust fourth quarter flows and record funds under management

UBS: Wealth Without the Management

The bank has been trying for years to hike its share of clients locked into mandates.

Trends in wealth management driving the industry's future

From disruption to transformation

Asia Pacific wealth the star for Swiss banking giant UBS

The UBS Asia Pacific business saw 2020 profits close to double from $560m to $1.1bn, while AUM increased $110bn to $660bn by the end of 2020.

Gresham House assets rocket 42% in 2020 on ESG wave

Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.

Atria Wealth Solutions to Acquire Independent Wealth Management Firm

Atria subsidiaries continue to expand financial professional footprint and increase assets

Few employ a philanthropic strategy despite recent groundswell in interest – Johan van Zyl

Philanthropy plays an important role in defining purpose

Credit Suisse launches Man AHL TargetRisk Core Custom Index

This is the first index linked to one of Man Group's renowned quantitative long only multi-asset strategies.

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Wealth and Asset Management