Managers of Wealth

Old Mutual Global Investors launches positive skew managed futures strategy

OMGI currently manages over USD8.7 billion in the liquid alternatives space.

Fund Finance in Luxembourg : the Essentials

Luxembourg seized the opportunity to implement a modern security interests law

Private banking: ABN Amro gets back onto the front foot

Leaner, more transparent and definitely more modern, ABN Amro may have retreated to Europe, but its private bank chiefs’ sights are fixed firmly on growth.

A Private Bank Approach to Investing In Wine

Cult Wines offers custom-made wine portfolios for investors keen on alternatives to stocks and bonds.

Western Europe: Rothschild & Co bulks up in private banking

CEO seeks to ease regulatory hit; merger doubles French business.

Western Europe: Rothschild & Co bulks up in private banking

CEO seeks to ease regulatory hit; merger doubles French business.

Brazil’s locals consolidate and fight for offshore

The two dominant wealth management operations, Itaú and Bradesco, bought the Brazilian banks of Citi and HSBC respectively.

UBS’s Rich Clients Worth $2.1 Trillion Warm to Emerging Markets

Unprecedented central-bank stimulus sparked a global hunt for higher returns last year, driving demand for developing-nation assets.

Julius Baer’s AUM reach record levels

The Board of Directors intends to propose to the Annual General Meeting of shareholders on 12 April 2017 to increase the ordinary dividend by 9% to CHF 1.20 per share.

Wealth firm buys assets of London IFA for £1.2 million

The success of our acquisition strategy and our ability to integrate numerous acquisitions was set out in the statement on our full year results.

Oddo & Cie and M&A boutique Messier, Maris et Associes form joint venture

Oddo & Cie and Messier, Maris et Associes said their exclusive joint venture would keep the two companies autonomous although they declined to say how revenue would be split.

Ch-ch-ch-changes in wealth management

The modern-day investors are much more savvy and better informed, and they prefer to have at least three or four specialist wealth managers looking after part of their money.