Managers of Wealth

Blue Duck’s New Portal Capitalizes on Advisors’ Move to Wealth Management

RIA firms that specialize in wealth management are offering platforms to their advisors that support networking, training and connections

SMSF assets held by wealthy stays steady

The proportion of high-net-worth investors with SMSFs is still increasing despite the changes to superannuation, however.

Fidelity Int’l launches two new private funds for China HNWIs

The launch comes after the US asset management giant launched its first fixed income fund for Chinese HNWIs in May last year.

Pilatus Bank discusses whether banks are failing Generation X

People still believe that if they visit a branch they will get the service that they require.

Citi’s Aristeguieta makes his mark in Asia

Five quarters of profit after years of flat performance; consumer revamp gains traction.

Region attractive for investors intending to reap rich rewards from their wealth

UAE is an attractive market location to park wealth

Investec sees £3.5bn inflow in wealth arm

The firm’s discretionary funds under management rose 20.9% to £26 billion

Stifel Giving Out $1,500 Bonuses

Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts

Brewin Dolphin PT Raised to GBX 365 at Canaccord Genuity

Three equities research analysts have rated the stock with a hold rating and five have given a buy rating to the stock.

Wealth Management For The Global Super-Rich

Mitigating taxes and protecting their affluence can be more fruitful than finding new investments.

US wealth management: Ghost protocol

The spectre of collusion may not hang over the US wealth industry for much longer.

The Growth of Impact Investing

A Google search reveals nearly 11 million impact investing entries

Private banks enable women to invest with confidence

The global bank has pledged to increase the financial confidence of 1m women by 2021

The 10 Worst Clichés of Wealth Management

We win if you win.’ ‘We treat your assets as if they were our own.’ ‘We put client interests first.’ And more.

How the late David Rockefeller built up an incredible catalog of 200,000 index cards

Rockefeller, who was famous not only for his wealth and influence but for his incredible philanthropy, refers to himself as ‘DR’ on the 3-by-5-inch index cards

Tilney goes on adviser hiring spree

Tilney Group was created by the merger of Tilney and Bestinvest in May 2014.

Soros Fund backs UK concierge for the wealthy after IPO

Ten Lifestyle Group quickly garnered attention from a range of big investors.

UBS eyes wider rollout of online wealth management service

SmartWealth could be expanded on the back of the bank’s newly unified IT platform, which excludes only the bank’s U.S. private banking business which is run out of a separate American division.

BlackRock takes 5% stake in wealth consolidator

‘We see the continuing support of BlackRock and other institutional investors as a vote of confidence in the group and our strategy'

Betting On The Future Of Wealth Management With UBS

Since 2011, UBS has focused on building up the wealth management divisions as its core asset.

Wealth and Asset Management