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ZWEI Wealth: It's worth changing!

Now everyone can order offers from banks and asset managers free of charge.

Julius Baer: Interim Management Statement for the first four months of 2024*

Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.

Close Brothers sees strong demand despite some pockets of weakness

This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books

Bordier & Cie becomes the exclusive partner of Argentinian tennis player Sebastián Báez

Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.

Quintet Private Bank marks its 75th anniversary

Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.

Former Deutsche Bank chief executive Rolf Breuer has passed away

The 86-year-old passed away in the presence of family, following a long illness.

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.

Wealth and Asset Management