Managers of Wealth

Schroders completes takeover of private assets business

In February 2016, Schroders increased its stake in Secquaero to 50.1%.

Woodbrook acquires financial planning and wealth management company

“This gives our clients an even stronger and more diverse range of investment management skills and we believe this will enable us to deliver an even better investment proposition and service to our enlarged client base,” Mr Doherty added.

Geneva WM founder launches thematic fund boutique

The Dieselgate scandal also contributed to promote the shift towards sustainable mobility.

Crossinvest’s Rohit Bhuta on Unravelling Asia’s Wealth Management Conundrum

There is a tendency for the core values of honesty and integrity, essential elements when mandated to look after other people’s money, compromised in a sales based environment, Bhuta says.

Attractive and Relevant Investment Solutions for Asia’s HNW Clients

The discussion began with a focus on the dynamics of Vietnam, with an expert explaining that the growth trajectory of the Vietnamese economy stands out even within the robust economic environment in Southeast Asia.

Lombard Odier on the Art of Picking Sustainable Winners in Asia

With such compelling figures at hand, investors cannot ignore the Asian equity markets of today, and if they can buy into sustainable business models exhibiting impactful principles, then that is a win-win.

Edelweiss to sell 20% of wealth business

Edelweiss Financial Services, the main holding company, does credit, franchise and advisory and insurance.

Big Opportunities and Major Challenges for Asia’s Wealth Management Community

The panel all agreed that clients are shifting more of their portfolios away from the public markets to private assets, making alternative and multi-asset strategies a key driver for growth.

Leading Cash Savings Platform and PIMFA Announce Strategic Partnership

Financial Advisors across the UK can now take advantage of the ease and simplicity of the platform and offer clients cash management without the hassle that it usually involves.

Leading UK wealth management group sets up new financial planning team

This is the first time that dedicated financial planners will be based in the office.

Vistra Launches BVI Economic Substance Classification Solutions

Vistra will continue to launch substance classification solutions for a number of other jurisdictions, including the Cayman Islands.

Coutts veterans launch Mayfair wealth boutique

Samik Mukherjee and David McLellan, who spent 28 years as private bankers for Coutts, have launched Keystone Capital.

Arbuthnot profits surge 24%, but loans slump on pricing war

Arbuthnot Latham & Co’s pre-tax profit surged by 24% in the first half of the year, but new written loan volumes slumped by a third as market competition intensified.

Maitland Luxembourg head receives prestigious Grand Duchy award

The Minister of Finance, on behalf of the Luxembourg Grand Duke, presented the award to John at a private awards ceremony for services to the Luxembourg financial industry over the past 25 years.

Edelweiss falls 5% on plans to offload stake in wealth business

The company is in advanced talks with US-based Kora Management to sell 20 percent stake in Edelweiss Wealth Management for a consideration of about Rs 2,000 crore, as per reports

Charles River Forms Wealth Client Advisory Board

The launch of the newly formed Client Advisory Board marks Charles River’s 10th anniversary as a leading wealth management platform provider.

JPMAM assets climb 7.4% over year, 4% in quarter

In the year-earlier quarter, JPMAM had net inflows $21 billion, offset by performance losses of $9 billion.

Death knell of private banking in Australia

The battle with regulators, governments and prudential forces after the GFC has left private banks as Pyrrhic victors - technically winners but near extinction.

Charles Stanley and Brewin partner with newly formed DFM

It will operate two model portfolio ranges with a mix of passive and active approaches

The benefits of outsourcing to Hong Kong in the context of the US/China trade war

Working with the ZEDRA Hong Kong Trade and Treasury team also adds another layer of support because we’re a trusted partner in what is likely to be a venture into a new jurisdiction.

Wealth and Asset Management