Managers of Wealth

Cash held by global fund managers on the rise, BoAML survey

When the cash balance falls below 3.5%, a contrarian sell signal is generated.

Private Banking Meets Cross-Selling for JPMorgan’s Wealthy Clients

There’s nothing illegal about cross-selling.

Vontobel Asset Management selects SimCorp Coric to Automate Client Communications and Fund Reporting Processes

Vontobel will deploy SimCorp Coric as a hosted solution via Microsoft Azure

Tax reforms will keep Switzerland a top corporate location

Switzerland’s tax system faces criticism

Understanding Trump is key to your investment strategy: Julius Baer CEO

The automatic information exchange on financial accounts is a new global rule that aims to cut tax evasion.

Investors rush to invest in ‘safe assets’ after political upheaval

The initial shock of the outcome was also damning for the Property sector, as investors rushed to withdraw assets.

Macro focus damaging returns in EMs

The multi-asset team have been adding to their emerging market exposure for more than a year.

Wall Street's Sallie Krawcheck has a message about diversity

The news of her dismissal was leaked to CNBC before her firing was finalized, she wrote in her new book.

Are Wealth Management Firm Owners Missing an Opportunity?

At our recent M&A Leaders Forum event, acquirers told us that they’re being much more selective as they consider which firms to target.

SJP to launch Rowan Dartington in Asia by end of June

St James’s Place is set to roll out services from discretionary fund manager Rowan Dartington across its Asian operations during the first half of this year, according to Mike Gravestock, international partnership director.

More to Wealth Lecture by Alain de Botton

The School of Life brings together some of the best thinking from over 2,000 years of human culture

Charles Stanley Sees More Trading And Improved Revenue In Quarter

The group reported in November of last year that it had concluded the remuneration consultation.

New Zealand wealth operation next on the block for ANZ

It has been confirmed that the New Zealand wealth business will not be part of the deal for which an information memorandum is due to be released by early March.

World Gold Council and State Street Global Advisors Announce the Launch of GLDW, the First US-Listed Gold-Backed ETF Designed for a Strong US Dollar Environment

GLDW Designed to Help Investors Access the Potential Benefits of Gold and Counter the Historically Negative Correlation Between a Strengthening US Dollar and Gold Prices

Wealth and Asset Management