Managers of Wealth

ABN AMRO Bank posts net profit of EUR 674 million in Q1 2024

In the first quarter of 2024 we delivered a very strong performance, with a net profit of EUR 674 million.

Private Bankers and Dealmakers in a Daring Role Reversal

This is currently evident between investment banking and private banking—two branches of banking with deep cultural divides and distinctly different archetypes.

Colombo Wealth: Takeover and new investment boss

The focus is on customers in the Greek market

Hargreaves Lansdown launches model portfolios using BlackRock’s passive funds

The investment platform is rolling out a range of passively-managed multi-asset solutions in response to the rising popularity of cheap trackers.

Nomura aims to nearly double profit over 7 years with focus on wealth management

The business is seen as more stable than trading which is closely tied to the ups and downs of markets.

Evelyn Partners trading update for the three months ended 31 March 2024

Group operating income in Q1 increased 9.5% to £178.0 million (Q1 2023: £162.5 million) with growth across all three business segments.

J Safra Sarasin launches private markets advisory arm

Private banking group recruits trio of senior bankers to lead new initiative.

Seven J.P. Morgan Advisors and 10 Teams Named Barron’s Top 100 Financial Advisors and Top Private Wealth Management Teams

These rankings are two of the most selective in the industry

Wealth management firm eyes rapid expansion

Financial advisers seek likeminded businesses in 10th anniversary year

Another Swiss private bank expands to Dubai

The company speaks of a “strategic milestone” in expanding its presence in the Middle East and improving its ability to serve customers in the region.

Nedbank Private Wealth recognised as best UK private bank for tenth consecutive year

Winners are determined by a public online vote, which this year saw a new record of over 50,000 votes being cast.

Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List

All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.

Vontobel launches Swiss equities fund with strong client backing

The Fund’s investment objective is to deliver relative outperformance in negative, stable, and rising market phases whilst offering a recurring distribution yield of around 7-8 percent per annum from dividends and tax-free capital gains.

Availability of conversion capital for UBS Group AG Additional Tier 1 instruments issued since November 2023

As a result, as from such date, these instruments are subject to equity conversion (and no longer subject to write-down) upon the occurrence of a trigger event or a viability event.

Rock and GAM enter into commitment letter for the proposed rights issue

The proposed rights issue of up to CHF 100 million will be offered to all existing shareholders.

J.P. Morgan Asset Management launches short-term EUR denominated fund

The fund will invest in short-term euro-denominated government or government-backed debt securities

Broadridge and Kyndryl to Partner in Canadian Wealth Management

The combination of the SIS technology business and Kyndryl managed services with our industry-leading Broadridge Wealth Platform will further accelerate our ability to bring innovation to Canada and meet the increasingly complex needs of Canadian firms

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Wealth and Asset Management