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Mason Stevens partners with WA wealth management firm

WA-based wealth management firm Euroz Hartleys has partnered with Mason Stevens to utilise its outsourced chief investment office offering.

Straightening out the yield curve’s recession signal

The yield curve has now been inverted since July 2022, its longest negative stretch in more than four decades.

UBS's fourth-quarter and full-year 2023 results

Maintained capital strength with CET1 ratio of 14.5% and CET1 leverage ratio of 4.7% comfortably above guidance

SJP 3.0: How Justin Onuekwusi wants to shake up the troubled wealth giant

The LGIM recruit says ‘strong client outcomes’ are the ultimate goal of his plans to revamp St James’s Place’s investment proposition and future-proof the business

WiseAlpha expands into wealth management

WiseAlpha is growing into the domain of wealth trading and banking solutions.

Zuger Kantonalbank achieved very pleasing annual results for 2023

The economic outlook for 2024 is mixed.

Anna Bretschneider: “The challenges are looking for me”

Now, like the entire financial industry, we had to face new and previously unknown challenges.

How Brewin Dolphin picks fund managers for its £6.5bn range

A real red flag for us would be if they make an investment decision that looks unusual, relative to how they normally invest.

CaixaBank posts a profit of €4.82 billion in 2023, up +53.9%, and will pay a dividend of €2.89 billion

Specifically, recurring banking fees dropped by 9.4% year-on-year following the end of cash custody fees on corporate deposits and the discounts applied under customer loyalty programmes.

Hawksford Private Client Services head achieves triple industry recognition

The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.

New Swiss alts funds disappoint Amas

The association’s CEO Adrian Schatzmann does not think the L-qif fund structure is liberal enough.

ZKB high yield fund chief secures first Citywire AAA rating

Roland Hausheer manages high yield and convertible bond strategies at Zürcher Kantonalbank.

Breaking Julius Baer‘s String of Bad CEO Luck

But it is not a permanent step – and the bank wants to put a stop to internal appointments.

Impact Investing Institute aims to ‘unlock £200m from family offices in next two years’

“The appetite is there, the capital is there, and a tipping point where this becomes the norm is within reach.”

Impact Investing Institute launches "Family Offices: Roadmap to Impact"

Through this work, the Impact Investing Institute hopes to accelerate the participation of wealthy families in the impact investing field.

Presentation of the 2023 full-year results for the Julius Baer Group

The results also reflect the continued financial strength of Julius Baer, as expressed by our capitalisation, the solidity of our balance sheet, and our robust underlying profitability.

BEKB is growing solidly: Successful implementation of the strategy for a sustainable future

This success underlines that BEKB is on the right track towards a sustainable future with the implementation of its strategy.

SZKB Very pleasing annual results for 2023

In this challenging environment, SZKB achieved a very pleasing annual result for 2023.

Mirova Gigaton Fund reaches $282m to accelerate clean energy access and climate action in emerging markets with support from the EIB

Projects funded by the blended finance debt fund will help to increase access to reliable and affordable energy and ensure viable alternatives to fossil fuel-based activities.

GAM's Fund Management Services Transferred to Carne Group

Carne is a leading provider of third-party fund management services and clients will be able to benefit from a continuous best in class, high quality service.

Wealth and Asset Management