Managers of Wealth

Which Swiss Bank Pays the Most?

Still, even if wages have come down slightly at Vontobel, they will still be by far the highest.

Top five GAM shareholders nurse losses of $840m

T Rowe Price, UBS, Credit Suisse, Kiltearn and Silchester hit by 80% fall in Swiss manager’s shares

St James’s Place defends Woodford’s record on its own funds

Wealth manager hits back at veteran investor’s critics

Credit Suisse Boosts Thiam's Pay 30% After Turnaround Ends

Thiam is rewarded after taking a cut last year amid losses

Deutsche Bank launches European wealth offensive

The bank will reduce the number of market heads to six, from 14 previously.

UBS to cut 2019 costs by $300m

The investment bank now expects to achieve mid-single-digit adjusted returns on attributed equity for the first quarter, compared to its 15 per cent target over the 2019-2021 period and 12.9 per cent achieved in 2018.

Creating Unique Strategies

“There are two key elements that we factor in to our approach,” Lee begins, “at EFGAM, we believe that asset allocation is the key to constructing any portfolio as asset allocation can explain 90% of a portfolio’s performance.

Wealth transfer plans not high on the agenda for Brits

Quilter research shows it is something rarely being discussed or planned

Phoenix Financial PR shortlisted as Communications & PR Agency of the Year

Phoenix collected the Silver Award in the ‘PR Agency of the Year’ category at the inaugural Brand Management & Reputation Awards in 2016, and the Gold Award in the same category a year later.

Market pressure blurs the line between US asset and wealth managers

Should regulators step in? Time will tell and no doubt there will be some bad actors

UBS Widens Sustainability Label

2018 was the year when sustainability went mainstream at UBS

UBS Reports Progress in Sustainable Investing and Philanthropy

At the Global Wealth Management division, its 100% sustainable cross-asset portfolio tripled in size since its launch in January 2018

Canaccord Genuity buys wealth management firm

It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.

Alvarium completes five acquisitions in eight months in London and globally

The Iskander acquisition comes in the same week that Queensgate Investments, a partnership between the Kow Family, Alvarium Investments, Peterson Group and Dilmun acquired four Grange Hotels in Central London in a deal valued at around £1 billion.

Private Banking's Discreet Push for Exclusivity

The transactions are hand-picked by private bankers for a small circle of wealthy clients.

£30,000 funding on offer to local businesses in Quilter Cheviot’s Rural Innovation Programme

Businesses in the UK, Ireland and Jersey that can demonstrate they are using innovative techniques to help sustain rural communities can apply from today until 14 June here.

UBS Faces Headwinds in Flagship Divisions

UBS had little mergers and acquisitions activity and few initial public offerings, which led to lower fees.

UBS on track to meet ambitious sustainability targets

UBS significantly reduced lending and capital raising to the coal mining sector and cut support to coal-mining companies engaged in mountain-top removal operations.

Blucora to purchase tax-focused wealth manager

The transaction, which is expected to be accretive to Blucora’s earnings per share and free cash flow, brings together two leaders in the tax-focused wealth management space.

Guernsey’s commitment to China and Hong Kong market praised

The attractions of China for offshore financial service providers remain

Wealth and Asset Management