Managers of Wealth

St. James’s Place Full Year Results 2024

2024 presented a mixed environment for UK consumers.

Jupiter suffers £10bn hit on Whitmore and Chrysalis blows

Full-year results reveal the impact of Ben Whitmore’s exit and the loss of the Chrysalis investment trust last year.

Brooks Macdonald’s MPS arm offsets bespoke outflows

Clients pulled money from bespoke portfolios ahead of last October’s Budget, while MPS offering continued to attract flows.

Strategic M&A in wealth management: trends and best practices

A notable trend is the increasing demand for personalised, tech-enabled services, prompting firms to invest in digital platforms and analytics.

Capital markets and wealth management drive CIBC's first quarter beat

The year-over-year increase in PCLs was primarily due to a worsening economic outlook, including the uncertainty linked to the tariffs, the bank said.

Canada's RBC quarterly profit rises as wealth management business remains robust

The Canadian central bank's decision to continue cutting rates in the reported quarter helped improve the environment for mergers and acquisitions.

Will Evelyn’s wealth refocus trigger a sale in 2026?

It’s understood that a sale to a bank or PE firm is likely next year.

Rothschild & Co hires Andrew Grant

He will be based in London.

Morgan Stanley’s 'key driver' is wealth management, analyst notes

The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.

Rathbones Group Plc: Preliminary results for the 12 months ended 31 December 2024

2024 is the first full financial year following the combination with IW&I.

Nextalia Said to Explore Sale of Italian Wealth Firm Firstance

Milan-based buyout firm is working with Rothschild on deal

OCBC Group Full Year 2024 Net Profit grew 8% to a Record S$7.59 billion

S$2.5 billion capital return over two years

St James’s Place passes £4.6bn multi-asset mandate to Royal London AM

The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.

EFG publishes agenda for its Annual General Meeting 2025

This represents an increase of 9% compared to the dividend for the 2023 financial year.

BPS (Suisse) with record result

These are the best results that BPS (Suisse) has ever achieved

Jupiter Asset Management receives Capital Markets Services License from the Monetary Authority of Singapore and broadens global retail coverage

The MAS approval marks a significant expansion of Jupiter’s international remit and will be an important milestone for its offerings to clients in Asia - a priority growth market for the firm.

1
2
3
…
71
72
73
74
75
76
77
78
79
80
81
…
1562
1563
1564

Wealth and Asset Management