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UBS: Main Purpose of Family Offices is Wealth Transfer

Family offices are also becoming increasingly professionalized over time with more and more governance controls and processes being put in place.

UBS head of integration has to get by without a right hand

Coping with this central task has apparently now become even more difficult for Bereaux.

Amundi pursues UBS with new Swiss ETF

In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.

Nucleus Receives Regulatory Approval for the Acquisition of Third Financial

Third Financial is a fast-growing investment platform and software provider.

Fideuram - Intesae Sanpaolo acquirres majority stake in Alpian

This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.

The annual LGT Wealth Management Charity Dodgeball Tournament raises over £69k for

LGT has supported Demelza as their charity partner for three years, running various fundraising initiatives, including the Dodgeball Tournament.

Farrer & Co shortlisted in four categories at the 2024 Chambers High Net Worth Awards

The Chambers High Net Worth Awards recognise law firms around the world, based on their independent research for the Chambers High Net Worth Guide.

Bowmore Wealth snaps up firm taking assets above £400mn

The deal adds £50mn to Bowmore Financial Planning’s assets under advice and brings the total for Bowmore Group to above £400mn.

The Future of Wealth Management: A Client-led Revolution

Technological advancements and demographic changes are unquestionably reshaping the landscape of wealth management.

Odey Asset Management closed in a crisis. Two of its former funds are now top performers.

The Odey Absolute Return Focus Fund and the CF Odey Absolute Return Fund both ranked in the top 10 in April, having achieved gains of 16.7% and 9.61% respectively, figures from Societe Generale show.

Goldman Sachs PWM's Campos on growing ME families' direct private investments

Goldman Sachs is seeing an uptick in private credit and private equity interest as family offices grow more sophisticated in their needs.

ABN Amro to sell its stake in life insurance joint venture Neuflize Vie

The transaction will marginally affect ABN AMRO’s profitability and RWAs, resulting in a minor positive impact on ABN AMRO’s CET1 capital ratio.

Not another one? Abrdn property trust moves to shutter

It cited its small size and low share liquidity, which it said had deterred some potential investors, as well as its “materially uncovered” dividend.

Advisers' roles will not be the same because of AI

For the more analytical side it will be AI that does the job because it can do it so much faster and better than a human.

Overhyped, but ignore at your peril: AI in Wealth Management and Private Banking

This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.

Why Schroders Capital is now going for wealth clients

Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.

Interim management statement for the first four months of 2024

This resulted in net profit for the first four months of 2024 that is 50 per cent lower compared with the previous-year period.

UBS: Does Iqbal Khan have to bake smaller rolls?

The major Swiss bank UBS is apparently considering putting investment bank boss Rob Karofsky at the head of its entire US business.

New CEO and chair buy majority stake in Ticino IAM

Taurus Asset Management has also moved into a larger office in Lugano.

Lombard Odier celebrates 20 years in Belgium and opens an office in Antwerp

Lombard Odier supports entrepreneurs and their families from generation to generation with a comprehensive and tailored approach to wealth management, wealth planning and asset management.

Wealth and Asset Management