Managers of Wealth

Wealth Advisers Set Up Shop With a Shared Back Office

Amazon has disrupted the retail industry by revolutionizing shopping habits.

EFG International Ends BSI Haggling

The bank was in the process of being acquired by rival EFG when the scandal hit last May.

ANZ Wealth launches pre-assessment tool for advisers

When using the OneCare Pre-Assessment Wizard, advisers need to ask their clients a few medical questions to receive an immediate indicative assessment.

Schroders launches Climate Progress Dashboard

The Climate Progress Dashboard highlights the disparity in commitments across sectors and indicators.

Lawrence Ullman-led firm targets ultrahigh-net-worth investors

Our clients prioritize wealth preservation and the minimization of volatility, regardless of market conditions.

CreditEase Wealth Management Became an SEC Registered Investment Advisor

CreditEase Wealth Management provides optimal global asset allocation services to high-net-worth clients with controllable risk and expectable return.

Designing for humans in wealth management

Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.

Deutsche Bank Targets Saudis in ‘Massive’ Wealth Management Push

Peter Hinder is hiring relationship managers for Saudi Arabia

Swiss private bank to enter blockchain asset management market with Bitcoin

Falcon Group is the first Swiss private bank to provide blockchain asset management solutions for its clients through the new cooperation with Bitcoin Suisse AG.

Who has the edge in digital startups vs. traditional wealth management?

The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.

Macquarie Private Wealth on rivals' watch list

This column understands Macquarie has in the past assessed its options around the private wealth advisory business, following a damaging enforceable undertaking and costly remediation process.

Indosuez to buy CIC's private banking business in Singapore, Hong Kong

The acquisition is expected to close by the end of this year and remains subject to both regulatory approvals.

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.

Wealth and Asset Management