Managers of Wealth

Wells Fargo Advisors Assures Brokers They Can Keep Growing

Managers also can continue recruiting brokers to the firm.

Hargreaves Lansdown pretax profit, assets under administration rises

Net new business was £3.34bn during the period, up 43% compared to the same period a year ago as the financial services firm reported 61,000 increase in active clients to a total of 1,015,000 active clients since 30 June 2017.

Fast forward to thriving independent wealth management in Hong Kong

Another panellist explained that after the 2008 financial crisis, private banks simply aimed to get bigger, but not necessarily better.

The death of private banking…

…and how wealth management can have a brighter future.

Euromoney’s Private Banking and Wealth Management Survey 2018

UBS Wealth Management voted best global private bank; private banks more bullish on revenues; hiring to increase.

Mattioli Woods increases revenue by 17%

Total client assets under management, administration and advice increased by 5.2 per cent to £8.34bn at 30 November 2017, compared to £7.93bn at 31 May 2017.

Janus Henderson Q4 net income soars 470%

Assets under management rose 3% in Q4 to $370 billion, 16% higher than 2016.

Lombard Odier's Asian Chief Lifted

Asia is a key strategic growth market for the Swiss bank, and Magnenat will continue to be based in the region

Robo Clients Were Left in the Lurch During Market Tumble

Human financial advisors, meanwhile, are reassuring their clients that there’s no reason to panic, according to CNBC.

Canaccord Genuity Group revenues soar 49% in Q3

Excluding significant items, third quarter diluted earnings per common share of $0.31

Credit Suisse and Nomura liquidate ETN products amid market volatility

Swiss bank says the closure of the product had ‘no material impact’ on the group

Canaccord scoops Citywealth award for the fifth year in a row

The Awards are judged by an international panel of practitioners drawn from all private wealth sectors

Private Wealth Network brings Caribbean launch to Cayman

The hosting sponsor for the inaugural event was London-based chancery and commercial barristers’ chambers Serle Court.

Swiss bank UBS chases the newly-rich in Britain's regions

The bank says a surge in personal windfalls from takeovers, and rising house prices had led to an increasing number of wealthy people across Britain.

ZEDRA opens a new office in Zürich

The office will be located on Gartenstrasse 23, 8002 Zürich.

Britain has excelled at generating wealth

Preliminary estimates for Great Britain from the Wealth and Assets Survey using attitudinal data not dependent on thorough checking and imputation methodology.

Gulliver’s travels end on a high note for HSBC

His scorecard isn't flawless but history is likely to look kindly on HSBC's outgoing leader

Ain’t no mountain high enough: Top HSBC banker is a man on a mission

The co-head of HSBC’s global banking business in the UK says processing the situation took some time.

Hong Kong wealth management body seeks Swiss help

Private Wealth Management Association looking to exchange programmes and conferences as a way to raise expertise as number of wealthy Chinese continues to grow

Credit Suisse Cuts Management

Credit Suisse has axed thousands of jobs as part of spending cuts. Now, the Swiss bank is moving to cut a layer of management as well.

Wealth and Asset Management