Managers of Wealth

BNP Paribas rebrands asset management

It will rebrand BNP Paribas Investment Partners to BNP Paribas Asset Management as of June 1.

Estera CEO and Group Directors Recognised on Citywealth Leaders List

The Leaders List is the result of an ongoing year-long programme of peer recommendation and verification.

DeVere closes Miami office

This relocation is part of a strategic expansion that will allow us to take on more financial advisers

UBS Throws Hat Into Luxe Credit Card Rewards Game

The card also allows for the redemption of 25,000 points for an airline ticket

BNY Mellon Announces Partnership with CFA Institute to Develop Collaborative Research on Social Investing, Diversity and Inclusion

For BNY Mellon, one benefit of the partnership is an increased focus on continuing professional education opportunities aligned with its business strategy.

Raymond James Financial Reports April 2017 Operating Data

The growth over last year’s April was largely attributable to higher balances of Private Client Group assets in fee-based accounts.

UBS: Cultivating a New Breed of Private Bankers

Digital attackers are cheaper, faster and less emotional at filling portfolios with the right stocks and bonds.

UBS SmartWealth: an ‘intrapreneurial’ success

Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.

Valiant Has Something That UBS Wants

Weber aims to act according to his pledge

Wealth structuring and administration solutions firm re-brands globally

With clients in 115 countries, the international corporate, private client and funds business has created a fresh, universal image, which will help it to deliver on its global growth ambitions.

The former Citigroup MD trying to bring bankers out of the dark ages

Nguyen Trieu has been involved with various fintech organisations for the past two years

Unigestion CEO Joins the Board of Sustainable Finance Geneva

Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.

Merrill’s Recruitment Halt a Boon for RBC and Others

RBC has been more aggressive pursuing experienced advisors with substantial bonuses than other firms, except for the wirehouses, according to Diamond.

Bank of Montreal earnings rise on wealth management strength

U.S. loan and deposit growth had moderated

Apfa members vote in favour of WMA merger

Apfa director general Chris Hannant said the merger could not be confirmed until this vote takes place.

Singapore’s OCBC Bank eyes ultra rich in Indonesia with set up of new private wealth business

Wealthy Indonesians have long been a big business segment for Singapore's wealth management industry.

Technology: reshaping the future of wealth management

Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.

Assets Rise At Julius Baer

Last year’s significant investments in attracting senior relationship managers started to accelerate net inflows to the middle of the 4-6% target range.

Meet the Investment Influencers: UBS's James McGuire

Our regular video series continues

Wealth boutique to launch online investment service

The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.

Wealth and Asset Management