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Wealth and Asset Management

01/18/2024

Intesa CEO to Focus on Wealth Management as Interest Boost Wanes

Intesa has benefited strongly from rising interest rates, boosting profitability over the past quarters.

01/18/2024

Liontrust Asset Management net outflows continue in Q3

These challenges include the fact active managers have never been confronted by such a competitive environment to attract and retain assets as is the case now, both from within and outside the sector.

01/18/2024

Brooks Macdonald Group: Second Quarter FUM Announcement and Half Year Trading Update

"FUM up 4.3% in the quarter to £17.6 billion"

01/18/2024

TISE sets new records during 25th anniversary year

Despite continued adverse macro-economic conditions, there were 842 new listings on TISE during its 25th anniversary year.

01/18/2024

Exclusively for women: Corinne Brecher uses ZWEI Wealth for her customers

The cooperation with ZWEI Wealth allows Corinne Brecher to expand the range of services for her portfolio heroines to include wealth office services.

01/18/2024

‘The Swiss market has too many banks’: Oddo BHF managing director

Christoph Geiseler made the comments at Citywire’s private banking roundtable.

01/17/2024

Mediobanca announces the launch of Mediobanca Premier, the bank specializing in wealth management for Italian households

Mediobanca Premier combines and creates value from two of the Group’s distinguishing features.

01/17/2024

Cardale rebrands to Titan Private Wealth and gears up for recruitment drive

It provides clients with exposure to cash, property and alternatives such as absolute return, private equity and infrastructure.

01/17/2024

HIGHVERN launches Fund Administration business in Guernsey

Since then, the company has continued to build out its expertise in private wealth, developing HIGHVERN’s reputation as a firm that operates with integrity, discretion, and responsibility.

01/17/2024

Steve Conley: Wealth management requires a radical rebrand

Stemming from the Old English ‘welth’, which signifies wellbeing, wealth extends far beyond material riches.

01/17/2024

Banque Cramer with late withdrawal from Moscow

The institute has decided not to ask the Russian central bank for an extension.

01/17/2024

What the FCA's call to action means for wealth managers

Identify how managers can meet the FCA's expectations

01/17/2024

Brooks Macdonald cuts costs by £4m

As at 31 December, the group had £5.2bn of funds under management or advice.

01/17/2024

Fresh-faced CEO drives 30% net new money growth at Vaduz private bank

Banque Havilland Liechtenstein’s CEO Fabian Käslin says a 'red carpet service', and a sense that 'small is beautiful again' is powering inflows at the boutique bank.

01/17/2024

IQ-EQ’s Group CEO named in eprivateclient’s 50 Most Influential for 2024

The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.

01/17/2024

Rathbones takes £300m hit from Investec W&I exits

Following its fourth-quarter trading update, Rathbones says things are now settling down as the firm starts integrating Investec Wealth & Investment.

01/16/2024

'Private equity puts management's toes to the fire'

Cook has plenty of experience with private investors, having been a board director at Thesis Asset Management when private equity was brought in.

01/16/2024

UBS Against Wall Street: The Race for Market Cap

The increase in value over the past few months means that UBS is now trading at a price-to-book ratio of 1.1. Morgan Stanley

01/16/2024

Traditional Geneva house attracts fund managers from CS

The departures include Valentin Petrescou , currently head of global fixed income strategies at Credit Suisse

01/16/2024

Ardevora to stop managing money for external investors

Capital will be returned to all clients

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Financial advisory firm grows with acquisition

09-02-2026

Citibank’s London unit fined £4.7m for breaching Russia sanctions

09-03-2026

J. Safra Sarasin loses investment chief to Basel-based asset manager

09-02-2026

Former HSBC Trio Launches Zurich Wealth Management Boutique

09-02-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

09-03-2026

Wealth management shake-up continues as more senior figures exit Davy and Unio

09-03-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

Considering the Wealth Management Business in Italy Born from SME Acquisitions

09-07-2026

Multiple senior UBS Wealth directors jump to rival wealth manager

09-07-2026

Swedish industrialist Wallenberg warns on leftwing opposition’s higher tax plans

09-07-2026

Alantra launches energy transition fund

09-07-2026

Analysis-Germany warming to UniCredit on Commerzbank seen bolstering way for European bank deals

09-07-2026

Deutsche Bank Revises ECB Rate Hike Predictions Amid Energy Risks

09-07-2026

SEC proposes rule change for transfer agents

09-07-2026

Edmond de Rothschild unveils its new address in Monaco

09-07-2026

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