Eight wealth managers' top fund picks for new ISA season
With the new ISA season upon us, we asked professional fund selectors and analysts which funds they are backing this year.
Wealth and Asset Management
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Liontrust suffers £432mn outflows after losing mandate
The outflows are in comparison with net inflows of £958mn in the same period last year.
Geneva WM partners with private equity fintech
The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.
Zug WM launches fund targeting high quality European stocks
The Dynamic Equity Europe, a sub-fund of Tramondo UCITS funds, has a defensive approach with active risk management.
Nine Sanctuary Wealth Advisors Named to 2022 Forbes Best-In-State List
This year almost 35,000 advisors applied to be considered for the annual ranking which narrows down to approximately 6,500 advisors managing a collective $10 trillion who are researched
Maerki Baumann : Strong business result and new member of the Board of Directors
The strong result can be put down to successful business activities, substantial organic growth in all business areas and a pleasing performance.
Cantonal banks are gaining more and more ground in wealth management
With a total of CHF 2.7 billion, wealth management thus contributed almost 30 percent to the total business income.
US Investment Firm Stephens Takes Stake in CRUX
We are excited to make an investment in CRUX Asset Management
Citigroup to keep hiring in private banking push amid growth, rivalry in China’s Greater Bay Area
Citigroup joins HSBC, Standard Chartered and Bank of China (Hong Kong) in boosting wealth managers in Bay area deemed as ‘richest megalopolis’
Family Offices Drive DBS Private Bank Assets Higher
DBS Private Bank does not disclose the absolute figures for its AUMs.
Julius Baer Private Banker Relocates to Lugano
Martinelli will focus on leading a new team for business acquisition and business development in the international clientele area.
Hightower Receives Official Charter for Hightower National Trust Company
With approval from the U.S. Office of the Comptroller of the Currency, Hightower launches Hightower National Trust Company, offering corporate and administrative personal trust services for Hightower advisors and their clients.