Managers of Wealth

T+1 Could See Swiss Private Bankers Doing Night Shifts Soon

The Swiss financial hub won't be able to avoid the prevailing trend worldwide towards ever-higher transaction speeds and frequencies for much longer.

Credent Wealth Management Lands Two New Advisor Firms

Two Independent RIA’s Chose to Join Credent’s Partnership Model

BNP Paribas Group: Results as at 31 March 2024

BNP Paribas confirms its 2024 trajectory – revenues more than 2% higher than 2023

NatWest hits close to £1bn in profit in Q1 2024

Operating profit before tax totalled £1,330m for NatWest in Q1 2024, which was higher than the £1,257m in Q4 2023 but lower year-on-year.

Here’s the scenario that ‘nobody’s really prepared for,’ says UBS Wealth’s CIO

It’s been a roller coaster week for earnings and data, though Microsoft and Alphabet results are cheering up tech.

Advisers tailor their services as women grow richer

With female clients controlling a bigger share of global wealth, managers are doing more to address their particular needs

Schroders posts rise in assets as it looks to rebound from ‘challenging’ year

The news comes after Schroders announced on Wednesday that veteran chief executive Peter Harrison would retire next year.

The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

REYL Intesa Sanpaolo represents ARTEX’s paying agent

REYL Intesa Sanpaolo works as a paying agent for ARTEX through its asset services product unit.

Deutsche Bank wins Best Structured Trade Finance, Best New Economy and Best NBFI Bank in APAC

The bank’s ability to bring its Global Hausbank offering to clients won out at this year’s The Asset awards

Goldman Sachs to raise headcount in asset and wealth management as it expands in Asia

Australia and Hong Kong are very important wealth markets in the region for the Wall Street bank, along with Dubai, home to the second-largest number of wealthy Indian diaspora after the US.

Citi’s Fraser Wary of Insurance Giants’ Role in Private Credit

She noted many players in the space are using insurance vehicles and the long-term capital they provide to invest in private debt.

FirstBank emerges best private bank for sustainable investment in Africa

The Bank has remained consistent in reinventing itself, enabling success through the years of its existence for the last 130 years

Quilter and Canaccord hit by stricken AIM stock which tried to sue Tesla

Shares in Australian capacitor company Cap-XX have fallen 99% over three years due to a litany of issues.

Lisbon: Julius Baer is moving closer to customers with “golden visas”.

The Zurich private bank Julius Baer is now also setting this in motion.

Vontobel 3-month 2024 trading update

In the first quarter of 2024, assets under management increased by CHF 16.9 billion to a total of CHF 223.7 billion compared to year end 2023. T

Results of the 2024 Annual General Meeting of UBS Group AG

Shareholders approved all proposals at the Annual General Meeting of UBS Group AG.

Goldman to Hire for Asset and Wealth Management in Asia

Goldman Sachs plans to hire «steadily» in Asia with Singapore, Australia and Hong Kong named as key markets in the region.

Baillie Gifford Sustainable Income fund added to the Wealth Shortlist

The fund focuses on providing a resilient income over time, meaning that while the income provided by this fund may not be the highest available, it can be expected to be more consistent.

FNB honoured with 7 awards for Private Banking excellence at Euromoney Awards

The 2024 awards celebrate the achievements of the world’s leading private banking and wealth management institutions in client service, product development and commitment to the sector.

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Wealth and Asset Management