Managers of Wealth

GAM Holding AG publishes AGM agenda

To support the implementation of GAM’s strategy, the Board of Directors proposes to shareholders to approve an ordinary capital increase by way of a rights issue.

Helvetica slashes management fees on all its funds

Company says revamp reflects its confidence in funds’ long-term future.

UBS gets backing for capital plan, Ermotti pay from Norway wealth fund

The move could come at a cost for shareholders, who could see their holdings diluted in a crisis.

Wealth managers plan to ‘dramatically’ increase allocation to Vietnam

Vietnam continues to show strong forecasts. GDP doubled from £169bn in 2013 to £340bn in 2023, and is projected to grow by a further 6% in 2024.

Apec Business Advisory Council meeting: Hong Kong teeming with wealth-creation opportunities despite headwinds

Hong Kong offers wealth management and stock market opportunities despite headwinds and uncertain economic outlook in China, top business leaders say

UK money manager M&G eyes China partnerships to meet investor demand for diversification from mainland assets, CEO Pinto says

The MSCI Emerging Markets excluding China Index has gained 1 per cent this year, while the MSCI World Index added 3.5 per cent and MSCI China lost 2.5 per cent

Asian wealth management benefits as Hong Kong regains international status

Ocorian is investing in the region with recent acquisitions including leading corporate services provider A- Pass and is committed to further acquisitions across Asia.

Pictet targets $400m with new environment tech Eltif

The Article 8 strategy co-invests with ‘all the big names of the private equity world’.

China’s $3.7 Trillion Wealth Industry Is Plagued by Sub-3% Returns

Low-risk investments that yield 3% are becoming rare. It’s disorienting for a nation of savers and their asset managers.

Five waves of UBS layoffs to start in June, SonntagsZeitung says

Most of the cost savings are set to come from cutting staff and analysts have estimated between 30,000 and 35,000 jobs could go globally.

Local success & global expertise: how a focus on entrepreneurs boosts Julius Baer in the UK

The UK wealth market is a competitive industry, but thanks to Julius Baer’s focus on pure wealth management and highly personalised service, the firm is poised to grow its regional footprint further.

Janus Henderson aims to double AUM in Asia in five years

Andrew Hendry, Asia Pacific CEO at Janus Henderson, explains how the firm has turned the page following the merger in 2017.

Wellington inks distribution deal with SCPB

Standard Chartered Private Bank will distribute Wellington Management's Credit Total Return fund.

Ludlow Trust announces purchase of C. Hoare & Co’s trust business

The deal marks a significant milestone in Ludlow Trust’s growth.

Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism

Inflation and election concerns have increased.

ABN AMRO is doubling the number of Help with Banking advisers

Banking is becoming increasingly digitalised and also easier for many.

Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024

This marks the sixth year in a row of being named to this prestigious list of financial advisors.

Coutts' approach to investing

How we decide where to invest our clients’ money – and how it’s working out.

Raiffeisen publishes annual reports for 2023

It managed to grow in all business areas and gain market share.

HNW advice firm partners with Multiply

This will be done by automating aspects of the onboarding and annual review processes for clients.

1
2
3
…
94
95
96
97
98
99
100
101
102
103
104
…
1463
1464
1465

Wealth and Asset Management