Managers of Wealth

Engaging The Next Generation Of Women In Wealth Management

This is in addition to the $10 trillion in total US household financial assets women already control.

Private equity boom in the UK’s wealth management sector

Private equity could be the right product answer for the wealthy in the UK according to some experts in the field.

ADIB Recognized as UAE’s Best Bank for High-Net-Worth Individuals in Euromoney Global Private Banking Awards 2024

The Euromoney Private Banking Awards, renowned in the global private banking and wealth management domain, spotlight institutions that demonstrate exceptional commitment to meeting the evolving needs of their customers.

Asset managers show signs of shift towards investor-centric strategies

The survey conducted by WBR Insights for Northern Trust has revealed evolving priorities within the asset management industry.

Coutts partners with JPMAM to launch alternatives fund

The Coutts Diversifying Alternatives Multi-Manager fund seeks to deliver returns with minimal sensitivity to traditional markets.

Chancellor Hunt warns FCA over ‘name and shame’ plans

The regulator is consulting on plans to name firms under enforcement investigation when it is in the public interest, but the industry is fiercely opposed.

Swiss equities back on the radar

First, the underperformance needs to be contextualised against the global equity landscape.

Abrdn completes sale of €8.6bn European private equity business

The asset manager sells the division to Nasdaq-listed alts specialist Patria Investments in a €117m deal.

HSBC Holdings plc 1Q 2024 Earnings Release

Annualised ECL as a percentage of gross loans and advances to customers was 30bps in 1Q24, including held for sale balances.

EFG extends buyback of shares to fund its variable deferred share-based employee compensation

The purchase is being executed through open market purchases in a market-sensitive manner by a third party.

SJP sees drop in inflows as it works on review of business

Both programmes are proceeding in line with our plans and expectations, and the financial guidance associated with each of these remains unchanged.

Morgan Stanley Wealth Management net revenues at nearly $7bn in Q1 2024

The wealth management arm of Morgan Stanley recorded net revenues of $6.9bn in Q1 2024, up from $6.55bn year-on-year.

Wealth Management M&A Landscape Remains Active

Given those challenges, some observers thought M&A would suffer mightily.

Maxim Group Expands its Fixed Income Group with the Addition of Stephen Read, Mark Koontz, and Tim Reilly

These additions position Maxim to expand its personalized services into new verticals, including bankruptcy claims and distressed bonds.

J.P. Morgan Private Bank releases inaugural report on global family offices

Survey data reveals top objectives, investment preferences and management trends for ultra-high-net-worth families

Fairstone makes changes to organisational structure to drive growth

The change has resulted in six managing directors being appointed with three joining the northern, central and southern regions of the UK.

UBS elite unit gains access from Regenmacher

The team includes a few hand-picked dealmakers who are supposed to negotiate directly with the heads of corporations.

The Vaudoise Group takes over the company Prevanto and becomes the market leader in actuarial advice for pension funds in Switzerland

This makes the Vaudoise Group the market leader in the area of actuarial advice for pension funds.

Brooks Macdonald partners with Sporting Wellness to promote financial wellbeing for sportspeople

As part of this partnership, Brooks Macdonald will provide financial wellbeing sessions designed to empower the athletes of Sporting Wellness’s charity partners

Van Lanschot Kempen: first quarter 2024 trading update

Assets under management (AuM) rose by 6%, thanks to strong net inflows and a positive market performance.

1
2
3
…
90
91
92
93
94
95
96
97
98
99
100
…
1463
1464
1465

Wealth and Asset Management