Managers of Wealth

Ex-UBS Top Shot Buys Stake in Wealth Manager

KBL's 72 billion euros ($80.3 billion) in assets and 2,000 employees are puny compared to UBS. There, Zeltner oversaw more than $2 trillion in assets and nearly 10,000 staff until last year.

Brexit and beyond: wealth management in an era of political risk

A Corbyn-led government is a key concern for many clients, say managers

Wealth managers adapt to appeal to female clients

Women still feel unwelcome in an industry full of jargon

Wealth Adviser 2019 - The Winners

The awards were determined by the votes of Wealth Adviser's readers

Melinda Gates is funding this Wall Street rebel who is teaching women to invest and stick it to the banks

Sallie Krawcheck held top posts at Citigroup and Merrill Lynch but was pushed out from both.

Fine-tuning the insurance needs of the wealthiest in Singapore

Sean Goh wants to deepen the penetration of specialized insurance products and services to the HNW market, which has high growth potential

First rule of Geneva private banking: Don't live in France

"Obviously there are some security reasons," Yves Mirabaud, chairman of the Association of Swiss Private Banks, said in an interview.

Lombard Odier’s Lee Wong on Future-Proofing the Private Banking Model in Asia

In this, the second of two recent discussions with Hubbis, Lee looks under the hood of the concepts behind her role and explains what the bank is doing to achieve its goals.

Ultra HNIs are directly investing in startups

Kotak Wealth Management, which identified many of these opportunities of direct investments, said more and more UHNIs are investing in unlisted firms swayed by higher returns.

UBS: Following Julius Baer's Example?

Since Chief Executive Sergio Ermotti cut the investment bank to size in 2012 and turned it into a support unit for wealth management, UBS remained adamant that a global wealth manager had to run a global investment bank.

Wealth Management fintech Finnomena aims to educate Thai investors

Sookdhis noted that the Thai financial technology sector has a major role to play and has recently seen the emergence of new startups that are trying to disrupt the conventional financial industry.

JB becomes first Swiss bank to back UN responsible banking initiative

The principles are currently supported by 55 banks around the world

Zurich WM CEO: clients are cutting back on US exposure

Macro-economic indicators don’t point towards US growth slowing down.

Here’s the 1st rule of Geneva private banking — don’t live in France

“Obviously, there are some security reasons,” Yves Mirabaud, chairman of the Association of Swiss Private Banks, said in an interview.

Sanlam Global High Quality Strategy exceeds £1 billion in Assets under Management

The success of the fund has been recognised through an array of prestigious industry awards.

Aviva Investors' £1bn fund manager loads up on SJP and Schroders

SJP accounted for 3.12% of the fund and Schroders 2.2% at the end of April.

Broadridge to Acquire Canadian Wealth Management Technology Provider RPM Technologies

The closing of the transaction is subject to the completion of an intercompany reorganization by RPM Technologies and standard customary closing conditions.

Julius Baer's Christian Cappelli: «Onshore and Committed»

The debate over which is the better approach is a moot one

The First Rule of Geneva Private Banking: Don't Live in France

Code has gained attention after UBS’s record fine in France

Julius Baer endorses United Nations Principles for Responsible Banking

Julius Baer is pleased to announce its endorsement of the United Nations Principles for Responsible Banking as the first Swiss bank.

Wealth and Asset Management