Managers of Wealth

Sanlam launches instant insurance app

Insurance app was built on observations of how the digital era has transformed the way consumers buy products

Nikko Asset Management Receives Three Awards from Asia Asset Management

The firm was also acknowledged as Japan's ETF Manager of the Year, for its leadership in expanding Asia's largest exchange traded fund market.

Brewin Dolphin adds passives range to managed portfolio service

The team will also be able to allocate to active funds where they believe it would benefit the portfolio and passive funds might not offer effective replication.

Mattioli Woods buys stake in wealth manager

There will be no change to the management of Amati funds and portfolios, which will continue to be run by Paul Jourdan, Douglas Lawson, and David Stevenson.

Baltimore-area financial advisers react to Trump's hold on fiduciary rule

Advocates for the rule argue it would put everyday investors' interests ahead of the industry's.

BMO Asset Management to Launch New ETFs on NEO

BMO is a true leader when it comes to embracing innovation

We are beyond fighting

Fintech has exploded around the world since the financial crisis, with a proliferation of startups tackling finance with new digital tools.

Lloyds to pay more bonuses than RBS for first time in a decade

Recovery underlines divergence of fortunes at the two bailed-out banks

The World's last wealth management frontier?

There is no clear definition of what constitutes a middle class, and so getting a handle on exact numbers is tricky.

New management structure of ABN AMRO

The new management structure thus creates a stronger client focus and explicit dedication to the business activities at senior executive level.

Vontobel in First of its Kind Tie Up With Bank of Singapore

This will enable them to access to the Swiss wealth manager’s best-in-class suite of European financial products and services.

We don’t manage money in response to headlines

Investment process and philosophy at the heart of long-term results – Nedbank Private Wealth.

Dobell leads M&G out of Bestinvest's funds doghouse

The global equity sector had the largest number of dog funds at 15, with perennial underperformer North America holding nine funds.

Getting more active about advisory

It is far more efficient and productive which helps the firm’s RMs to spend more time focusing on their clients.

Five wealth giants join forces to form DFM Alliance

'10 years ago the term "DFM" was virtually unknown.

Most HNW Americans Lack Adequate Succession Plans

Financial advisors may have an eager audience: 58% of the parents in the survey worldwide do believe a proper transfer strategy will ensure their wealth is passed on to their children, the survey found.

BlueBay opens office in Germany

Talking about the opportunities, he also added, “There are exceptional business development opportunities in Germany.

Credit Suisse to move banking team to London

The head of investment banking for the Netherlands at Credit Suisse, Maarten Swart, will continue to work between both cities, the source said.

In the sweet-spot of Asian private banking

These range from trying often unsuccessfully to grab a greater share of wallet, to struggling to navigate a regulatory and compliance landscape.

How The Fintech Monster Is Eating Commercial Real Estate

Fintech industry has revolutionized the banking industry

Wealth and Asset Management