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Profit with Tatton’s unique model

The Wilmslow-headquartered asset manager has been quietly building a resilient business

Best Private Bank in Mena Region at 2022 WealthBriefing Mena Awards

Other awards included “Best Private Bank - Credit Provider”, “Best Private Bank Servicing The Expat Community” and “Best Real Estate Investment Proposition Or Service” at the 2022 WealthBriefing Mena Awards.

Zwei Wealth dares to go abroad

The office on the Thames is planned as a third hub alongside Zurich and Geneva; Two Wealth ambassadors will include Andrew Hall , who is already a consultant to the young company.

Partners Group reports 2022 fundraising within guidance; communicates expected range of USD 17 to 22 billion for 2023

Including foreign exchange effects, AuM grew by 6%, mainly driven by the strengthening of the USD against the EUR.

Switzerland is still the private banking leader: SocGen’s Saliné

Head of private banking at Société Générale Private Banking Switzerland acknowledges the country’s leading position but is not complacent.

Après-ski moment: Why private banks are flocking to Verbier

With Barclays being the latest to move in, the Swiss skiing town is reaping the benefits of the shift to remote working.

RBC Wealth Management provide a deeper look at UK and European inflation

In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.

Goldman Sachs Asset Management allocates $15.2bn for PE-backed junior debt investments

The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund

Northern Trust asset management outlook 2023: What's in store for investors?

Despite regional differences in outlook, issues like biodiversity, human capital and decarbonisation are emerging as important for strategic structure.

Credit Suisse Bonus Pool Set to Shrink Once Again

The bank is walking a difficult path with bonuses as it seeks to retain talented staff during its restructuring which is not expected to lead to profits until 2024.

Brooks assets pass £16bn on steady inflows

The wealth management group reported its assets rose 4.5% over the final three months of 2022 to reach £16.2bn.

RBC Wealth Management to exit Guernsey

The full closure could take up to two years

What risks might derail markets in 2023?

From the war in Ukraine to China's mobility controls and the UK mini-budget, 2022 has offered many examples of how policy can drive volatility or change the trajectory of asset markets.

Progeny Wealth achieves corporate Chartered status from the Chartered Insurance Institute

This includes putting customers’ interests first, investing in ongoing development of technical skills and knowledge and supporting wider aims that benefit society and the growth of the profession.

An increasing number of Swiss companies are hedging against currency risks

Around half of the companies anticipate lower real GDP growth in 2023.

Julius Baer strengthens its position in Switzerland with new teams for Aargau and Solothurn as well as for foundations

Bank Julius Baer continues to expand in its home market Switzerland and has established a new submarket for Aargau and Solothurn to be headed up by Claude Luethi, who joined the Bank at the beginning of 2023.

Quilter predicts 'modestly lower' net flows for end of 2022

At the end of September, net inflows had fallen £300mn compared to the end of June shaving 2 per cent off the firm's assets under management and advice, which fell from £98.7bn to £96.9bn.

BofA downgrades Schroders as ‘most sensitive’ to recession

Bank of America has downgraded Schroders and Ninety One in an intensification of its bearish outlook on the UK asset management industry.

Capital Group partners with UBS

The MSI combines four fixed income sectors -- investment-grade corporate bonds, high-yield corporate bonds, emerging-market debt and securitized credit -- in a single portfolio, according to the disclosure.

Two UBS Jersey leaders nominated for Woman of the Year category in global Powerwomen Awards 2023

The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.

Wealth and Asset Management