Managers of Wealth

Chinese conglomerate eyes Luxembourg bank

Supervised by the European Central Bank together with Luxembourg's Commission de Surveillance du Secteur Financier.

UBS Asset Management Secures Mainland China Fund License

UBS Asset Management is the first international manager with a QDLP quota to receive a PFM license in China’s onshore market.

Polar Capital funds hit £10bn mark

A third consecutive quarter of net inflows continues the encouraging trend of the final two quarters of our last financial year.

UBS Wealth Management announces Advisory Board as part of five-year plan to better serve women

Currently ranked 180th on the ATP tour, she spent part of her 15-month penalty taking classes at Harvard Business School and investing in digital platform Charly.

$1 Billion Merrill Lynch PBIG Team Partners With Dynasty

The Beverly Hills group caters to clients and lifestyles in the village known for Hollywood stars and UHNW families

China’s 28tr yuan of wealth management products under mounting stress in second half, analysts say

Rules intended to clamp down on shadow banking are likely to result in rising defaults among wealth management products, raising concerns whether banks will guarantee the investments

Tackling the Yorkshire Three Peaks Challenge

Coutts staff raised £81,000 in a fundraising trek for our new Charity of the Year.

Swiss Asset Manager Puts Vietnam on the Map

Vietnam is a difficult market for international business, because local private investors dominate the market.

How Lombard Odier is making inroads in Asia

These trends suggest there will be an increasing flow of funds back onshore.

Delivering on the business benefits of digitalisation

Among the key takeaways of the day was the need to always focus on customer.

New buyer, Wealth Partners, targets smaller RIA firms

A new high-profile buyer is making a big splash in the already crowded RIA market. Backed by private investors and run by big names, Wealth Partners Capital Group is making a big bet on an unusual approach to the ultra-competitive M&A market - and in

China Wealth Fund's Overseas Assets Return 6.22%

The return compared to a 2.96 percent decline in 2015 when commodity prices sank, Beijing-based China Investment Corp.

DBS Private Bank Hires From Rival

He will work closely with investment counsellors in the wealth management group to drive a consistent and institutionalised approach to portfolio recommendation, construction and review.

Weatherbys Bank is an early adopter of the .bank domain

Accordingly, we are pleased to be one of the very early adopters of the .bank suffix which is only available to licensed banks and we will be changing our domain name to weatherbys.bank.

Old Mutual offers innovative shceme for UK expats

Old Mutual International will appoint a discretionary fund manager, Quilter Cheviot, to manage the investment portfolio linked to the bond.

Rowan Dartington drops Signature name in rebrand

We know that every client is different and every investment decision is personal.

Goldman Sachs is the worst-selling fund manager in 2017

Investors have pulled an estimated $26.7bn from GSAM’s mutual funds so far this year

Driving passion through private banking

This comes from her 30 years of experience working with corporate clients and entrepreneurs across the region.

How Credit Suisse is redefining client focus

We need to be disciplined, otherwise we will be under-investing in our most valued clients

UBS and Credit Suisse cut back on domestic mortgages

Swiss banks’ market share falls amid concerns over loan risk and house prices

Wealth and Asset Management