Managers of Wealth

Generali’s HNW product offering

Young also has other products that can really help clients plan and manage their wealth.

Reyl Offloads Asset Management

Reyl is offloading the stake in order to invest its cash elsewhere.

St.Galler Kantonalbank acquires PB business of rival

The acquisition is part of the cantonal bank’s strategy to expand its business in Eastern Switzerland

UBS Asset Management reveals its predictions for hot investment trends in 2018

Smart beta, a strategy which involves tracking indices weighted on a factor other than a company's market capitalisation, will also be on the up, said UBS AM.

UBS Sends «Hot Desker» To India

The South Asian nation, home to corporate giants like Tata and Reliance, holds huge potential for UBS' capital markets and investment banking advice business.

How asset and wealth managers can leapfrog into the digital world

Asset managers are now beginning to recognise the benefits of becoming ‘digital first’.

BMO launches multi-asset portfolios

The three portfolios are risk-targeted with an aim to provide long-term growth, consistent with a specific volatility level.

The World’s Biggest Wealth Manager Won’t Touch Bitcoin

Bitcoin has split investors over the viability of the volatile cryptocurrency and UBS is among its critics.

Wealth Managers Are Being Inundated With Calls About Bitcoin

Advisers say recover principal investment, brace for losses

Private banking unit fined in Hong Kong

This case was referred to the SFC by the Hong Kong Monetary Authority following its investigation into issues arising from numerous complaints.

Bankers in Singapore, Hong Kong regret taking “mouth-watering” 50% salary rises

Boutiques don’t have the same tight salary bands as UBS, Goldman and Standard Chartered do.

How UBP is adapting to Asia’s changing landscape

In the bank’s first full year since UBP’s acquisition of the Coutts Asia business, Michael Blake foresees a positive path forward.

No ‘threat’ in focusing on HNW clients

The fact is that providing traditional advice is expensive, and people with a higher net-worth have more complex circumstances that are less suitable to be addressed by technology.

Secretive Wealth Manager Wants to Be a Buyout Shop

Raises the specter of possible conflicts with some of its clients

Singapore Wealth Firms Weather Tax Transparency, Minister Says

Firms in Singapore haven’t seen a ‘significant’ outflow: Rajah

Charles Stanley warns 'major regulatory change' may impact third and 'hardest step' of turnaround

Hopes for higher levels of trading activity

Raymond James' Scout Investments Buyout to Boost Earnings

Record client assets under administration of $703.8 billion increased 17 percent compared to October 2016 and 2 percent compared to September 2017.

Insurance key to structuring Asian wealth

He believes that it’s when the market isn’t performing well that the insurance sector sees a surge in interest from advisors and their clients.

CIBC becomes a signatory of the United Nations-supported Principles for Responsible Investment Français

The PRI is the world's leading proponent of responsible investment, bringing together a global network of asset owners, investment managers and service providers.

UBS Raises Fees for Wealth Management Clients

The brokerage currently charges an annual fee of $150 to $500 to clients with $1 million or less in total assets held at UBS, the publication writes.

Wealth and Asset Management