• Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Pensions

      Planet SOS


Wealth and Asset Management

05/21/2024

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.

05/21/2024

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.

05/20/2024

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.

05/20/2024

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.

05/20/2024

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.

05/20/2024

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.

05/17/2024

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.

05/17/2024

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.

05/17/2024

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.

05/17/2024

New CEO and chair buy majority stake in Ticino IAM

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

05/17/2024

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.

05/17/2024

Crookall chooses Objectway as a strategic partner for digital transformation and market expansion

The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.

05/17/2024

PE-backed MKC Wealth snaps up two advice firms

Two client support staff have joined MKC Wealth’s London office in an administrative capacity as a result of the deal with Gibson Lamb.

05/16/2024

UBS Revamps Leadership of Asset Management Unit

The memo offers an indication of the Swiss bank plans for its asset management unit, following earlier changes at its wealth management and investment bank divisions.

05/16/2024

The existential threat at the heart of Britain's biggest wealth manager

Fees made St James's Place rich but now risk toppling the firm

05/16/2024

SEB to launch family office service company in Zurich

The bank also wants to open a representative office in the same building.

05/16/2024

Bernie Ecclestone’s ex-wife establishes family office for divorce fortune

Slavica Malic is said to have received more than £700 million from her 2009 divorce settlement

05/16/2024

BIL Suisse establishes itself in the profit zone

The Luxembourg state still has a 10 percent stake in the company.

05/16/2024

New group structure internationalizes management and strengthens cooperation

Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.

05/16/2024

Swiss Re reports a first-quarter IFRS net income of USD 1.1 billion

This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.

  • 1
  • 2
  • 3
  • …
  • 114
  • 115
  • 116
  • 117
  • 118
  • 119
  • 120
  • 121
  • 122
  • 123
  • 124
  • …
  • 861
  • 862
  • 863

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Financial Information as of September 30th 2025 (1)

11-14-2025

Prominent Departure at the Top of Swissquote

11-14-2025

Mattioli Woods founder steps back as Mann becomes CEO

11-14-2025

Platforum: Bespoke deals shape adviser platform pricing

11-14-2025

Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients

11-14-2025

Aviva plc In Focus and Q3 2025 Trading Update

11-14-2025

Allianz reports strong 9M results and increases outlook for full year 2025

11-14-2025

Keep Britain Working: managing employees on long-term sick leave

11-14-2025

Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

11-20-2025

Competitiveness, appeal and investments: Frédéric Rochat analyses the economic challenges facing France in Le Figaro

11-20-2025

Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF

11-20-2025

The Arbuthnot Latham Q4 market update webinar

11-20-2025

Fifth of European and UK private equity firms expect to change tack in 2026

11-20-2025

FCA proposes consolidated tape to boost competitiveness of UK equity markets

11-20-2025

Advisers urged to challenge ‘institutional’ drawdown models

11-20-2025

PRA confirms FSCS deposit limit to be increased to £120,000 from 1 December

11-20-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Pensions
  • Planet SOS