JP Morgan wealth business registers 20% slump in Q1 profit
During the quarter, the unit’s assets under management (AuM) rose 4% to $3trn, on the back of cumulative net inflows and higher market levels.
Wealth and Asset Management
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Goldman Sachs wealth management powers profit beat as M&A wave ebbs
The bank has been taking measures under Chief Executive David Solomon to diversify its revenue stream and earn more from predictable sources like consumer banking, wealth and asset management.
Banks Rediscover Zurich's Bahnhofstrasse
Pictet is not only housed in one of the most beautiful examples of an Art Nouveau building in the city.
Wealth management firms announce immediate merger
Both companies said the merger has “increased their capabilities in providing market leading investment solutions to the advisory market”.
Larry Hatheway reflects on GAM exit and his new ‘action tank’
The founder of Jackson Hole Economics also discussed what Switzerland's tradition of direct democracy can teach his native USA.
Geneva WM recommends underweighting equities
European stocks have more upside potential due to low valuations but they are more exposed to risk in case of a further escalation of violence in Ukraine and energy crisis, said the firm.
Brooks Macdonald targets advice gap with female network
Female Folio will bring female investors together through networking events, with the aim of helping to close the investment gap.
Keep it in the family with smart tax planning
We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill
Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors
Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products
Singapore’s budget for business
The Singaporean government has unveiled a dynamic and ground-breaking post pandemic budget with ambitious plans to upskill workers, improve digital innovation and make the region a greener place to do business.
St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
Sir Martin Sorrell on his life, career and the future of the global advertising industry
Previously Sir Martin was Founder and CEO of WPP for 33 years, building it from a £1m 'shell' business in 1985 into the world's largest advertising and marketing services company.