Managers of Wealth

BMO Asset Management to Launch New ETFs on NEO

BMO is a true leader when it comes to embracing innovation

We are beyond fighting

Fintech has exploded around the world since the financial crisis, with a proliferation of startups tackling finance with new digital tools.

Lloyds to pay more bonuses than RBS for first time in a decade

Recovery underlines divergence of fortunes at the two bailed-out banks

The World's last wealth management frontier?

There is no clear definition of what constitutes a middle class, and so getting a handle on exact numbers is tricky.

New management structure of ABN AMRO

The new management structure thus creates a stronger client focus and explicit dedication to the business activities at senior executive level.

Vontobel in First of its Kind Tie Up With Bank of Singapore

This will enable them to access to the Swiss wealth manager’s best-in-class suite of European financial products and services.

We don’t manage money in response to headlines

Investment process and philosophy at the heart of long-term results – Nedbank Private Wealth.

Dobell leads M&G out of Bestinvest's funds doghouse

The global equity sector had the largest number of dog funds at 15, with perennial underperformer North America holding nine funds.

Getting more active about advisory

It is far more efficient and productive which helps the firm’s RMs to spend more time focusing on their clients.

Five wealth giants join forces to form DFM Alliance

'10 years ago the term "DFM" was virtually unknown.

Most HNW Americans Lack Adequate Succession Plans

Financial advisors may have an eager audience: 58% of the parents in the survey worldwide do believe a proper transfer strategy will ensure their wealth is passed on to their children, the survey found.

BlueBay opens office in Germany

Talking about the opportunities, he also added, “There are exceptional business development opportunities in Germany.

Credit Suisse to move banking team to London

The head of investment banking for the Netherlands at Credit Suisse, Maarten Swart, will continue to work between both cities, the source said.

In the sweet-spot of Asian private banking

These range from trying often unsuccessfully to grab a greater share of wallet, to struggling to navigate a regulatory and compliance landscape.

How The Fintech Monster Is Eating Commercial Real Estate

Fintech industry has revolutionized the banking industry

Julius Baer acquires Swiss independent wealth manager

All partners of both companies will remain operational after the merger.

Liontrust launches European smaller companies fund

The GF European Smaller Companies Fund has been launched to make this strategy widely available for the first time.

Lioncrest in Strategic Partnership

It connects European investors and firms, which have cutting-edge technologies and offerings.

Wealthfront Puts More ‘Robo’ Into Financial Planning

Robo advisors automatically create and manage portfolios made up of low cost exchange traded funds

Rothschild & Co bulks up in private banking

The only area of the business where we could in principle consider to do acquisitions is in private banking.

Wealth and Asset Management