Managers of Wealth

Julius Baer: Interim Management Statement for the first four months of 2024*

Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.

The power the US wields over the Swiss financial centre

The emergency sale was forced by pressure from the US – and remains an example of how much power the US exerts in the global financial sector.

Close Brothers sees strong demand despite some pockets of weakness

This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books

French boutique Auris snaps up wealth group

Paris-based independent operator delivers on ambition to grow through acquisition.

Bordier & Cie becomes the exclusive partner of Argentinian tennis player Sebastián Báez

Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.

Quintet Private Bank marks its 75th anniversary

Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.

Former Deutsche Bank chief executive Rolf Breuer has passed away

The 86-year-old passed away in the presence of family, following a long illness.

Attracting the next generation of inheritors and self-made wealthy

Winning young clients is critical to future success for private banks and wealth managers

HSBC Runs US Tech Tour for Ultra-Rich Asians

The program also includes visits to early-stage investment firm Playground Global and Stanford Medical Center.

UBS head of integration has to get by without a right hand

Coping with this central task has apparently now become even more difficult for Bereaux.

Amundi pursues UBS with new Swiss ETF

In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.

Schroder AsiaPacific Fund plc Half Year Results

The Board continues to keep gearing under consideration and the Manager has access to a £75 million revolving credit facility, as well as an overdraft facility.

Nucleus Receives Regulatory Approval for the Acquisition of Third Financial

Third Financial is a fast-growing investment platform and software provider.

Fideuram - Intesae Sanpaolo acquirres majority stake in Alpian

This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.

The annual LGT Wealth Management Charity Dodgeball Tournament raises over £69k for

LGT has supported Demelza as their charity partner for three years, running various fundraising initiatives, including the Dodgeball Tournament.

Farrer & Co shortlisted in four categories at the 2024 Chambers High Net Worth Awards

The Chambers High Net Worth Awards recognise law firms around the world, based on their independent research for the Chambers High Net Worth Guide.

Wealth managers key to boosting donations as UHNWs give less

UHNWs in the UK are giving less than they did last year – and wealth managers are key to turning the trend around

Managing Ultra-Wealthy Clients' Most Unusual Financial Requests

Geller’s main lines of business include investment management, strategic wealth planning, tax advisory and Personal CFO Services.

Bowmore Wealth snaps up firm taking assets above £400mn

The deal adds £50mn to Bowmore Financial Planning’s assets under advice and brings the total for Bowmore Group to above £400mn.

EFG Hermes acquires minority stake in Danish fintech Kenzi Wealth

EFG Hermes says it will push the technology to its client base across the Mena region. providing customers with a more efficient and personalised investment experience.

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Wealth and Asset Management