Wealth and Asset Management Archives - Page 70 of 1490

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

May 26, 2026

Julius Baer has reported assets under management of SFr 528bn ($672.5bn) in the first four months of 2026, representing a 1% rise from the end of 2025. It attributed the increase to supportive market movements and SFr 3bn in net new money, which together were enough to counter the drag from another rise in […]

Wealth and Asset Management

Bankers should definitely avoid these mistakes when looking for a job.

May 26, 2026

The job market for bankers in Zurich has become more competitive. Anyone looking for a new job today should pay particular attention to five points. The Zurich financial center is experiencing its biggest upheaval in decades. Following the collapse of Credit Suisse and its integration into UBS, over 1,400 bank employees are registered with […]

Wealth and Asset Management

Frank P Matthews wins Gold at the RHS Chelsea Flower Show – a milestone shared with sponsor Lombard Odier

May 26, 2026

key takeaways. Frank P Matthews won a Gold Medal at the RHS Chelsea Flower Show 2026 for a Malus display shaped by years of careful cultivation, planning and specialist expertise The award comes during a milestone year for the nursery, which is marking its 125th anniversary, has recently received a Royal Warrant, and continues to […]

Wealth and Asset Management

Why JPMorgan is looking for wealth managers with emotional intelligence

May 26, 2026

JPMorgan is pivoting training for its wealth advisers to focus more on soft skills in a bid to get them in front of clients sooner, according to the head of its international private bank. As private banks race to develop talent in an increasingly competitive market, Adam Tejpaul told Financial News that the Wall […]

Wealth and Asset Management

Singapore regulator seeks faster private bank onboarding

May 26, 2026

Singapore’s financial regulator has asked private banks to shorten the time it takes for clients to open accounts, as the authorities try to support the city-state’s role in global wealth management after major money-laundering cases contributed to long delays. The Monetary Authority of Singapore said lenders should bring account opening times down to within […]

Wealth and Asset Management

Investec updates its Private Client growth strategy

May 22, 2026

A focused strategy to further scale the Private Client franchise through a high-touch, advice-led proposition, enabled by digital capabilities and a globally integrated One Investec ecosystem. Investec’s established Private Client franchise has clear growth opportunities, underpinned by targeted initiatives to deepen banking and wealth relationships. In South Africa, largely driven by targeted affluent client acquisition, […]

Wealth and Asset Management

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

May 22, 2026

Mercer has launched a new report that finds the asset management industry has moved beyond experimenting with artificial intelligence (AI), but the technology remains principally an augmentation tool that helps to enhance human productivity and insight. Based on a February 2026 survey of 131 asset managers globally, the Mercer report, How Artificial Intelligence is […]

Wealth and Asset Management

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

May 22, 2026

Independent private client, corporate, funds and pension services provider, Fairway Group, has strengthened its client onboarding capabilities through a strategic partnership with fellow Jersey business, Vaiie. The collaboration reflects Fairway’s continued investment in enhancing client experience, operational efficiency and regulatory excellence, while also supporting an innovative local business. Vaiie has worked closely with […]

Wealth and Asset Management

7IM posts record Q1 net sales amid platform expansion

May 22, 2026

7IM has posted record quarterly net sales of £610m in the first quarter of 2026. The firm said net sales increased 121.4% compared with Q4 2025, which it attributed to continued investment in technology, platform functionality and service improvements. Gross sales reached £1.23bn during the quarter, up 5.3% from the previous quarter, while […]

Wealth and Asset Management

Julius Baer: Interim Management Statement for the first four months of 2026*

May 22, 2026

Record operating income, driven by all-time high assets under management and exceptional client activity. Assets under management grew to a record CHF 528 billion, driven by strong equity market performance and net new money inflows of CHF 3 billion Gross margin increased to 90 basis points (bp), compared to an underlying** level of 80 bp […]

Wealth and Asset Management

Close Brothers accelerating cost cuts as motor finance bill mounts

May 22, 2026

Close Brothers is speeding up cost cutting to help narrow losses after setting aside another £30 million to cover mounting costs of the motor finance scandal. The banking group confirmed its total provision for the car finance redress scheme increased to £320 million following the Financial Conduct Authority’s move last month to set out […]

Wealth and Asset Management

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

May 22, 2026

For the second year in a row, the Master Charitable Trust has been judged Best UK Donor Advised Fund’ at the PAM (Private Asset Managers) Awards. Established in 2011, the Master Charitable Trust was the first donor-advised fund launched by a UK bank. It allows philanthropists to pursue their charitable aims freed from the […]

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