‘We won’t try and steal the whole client’: How Stonehage Fleming works with other advisors
External specialists, such as lawyers or bankers, may also want to ask Stonehage Fleming for advice, says CEO Chris Merry.
Wealth and Asset Management
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JPMorgan rules out more special pay awards for CEO Jamie Dimon
Longest-serving boss of Wall Street bank earned $34.5mn for 2022
Why advisers fear intergenerational wealth transfers
Most advisers in the UK now fear they will lose business when wealth is transferred between generations.
Wells Fargo stems steep advisor losses after a massive outflow
The slight reversal of a years-long trend toward shrinking headcounts highlighted a very profitable year for the company's wealth arm, which is benefiting from rising interest rates.
UBS ‘Bucking the Trend’ in Wealth, Asset Mgmt Hiring, CEO Says
Ralph Hamers told Bloomberg that the company is “not in retrenchment mode.”
Swiss Bank EFG Plans Asia Wealth Expansion With Boris Collardi
Firm has several hundred million Swiss francs for deals
Bank Nagelmackers partners with Objectway to implement their new private client offering
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.
Morgan Stanley investment banking slump overshadows wealth management growth
Despite reductions in revenues overall, the bank also reported positive earnings in fixed income, with revenues up 15% to $1.4 billion in Q4 compared with 2021.
Outflows hamper Liontrust AUMA growth
Asset manager’s investments performed well, but investor sentiment remained cautious
Long-run asset class performance: 30-year return forecasts (2023–52)
This year in our long-term performance forecasts, which incorporate the impact of climate change, we expect higher returns across different asset classes in both real and nominal terms.
AJ Bell inflows down 25%
New chief executive at AJ Bell, Michael Summersgill, credited the platform provider’s “dual-channel business model” for the latest growth.
Credit Suisse set to pay upfront cash bonus to senior employees
The deadline to sign up for the upfront payment is 30 January.