Managers of Wealth

Raymond James Financial Reports July 2016 Operating Data

The favorable year-over-year comparison was attributable to growth in the Private Client Group segment and Fixed Income division.

Quilter Cheviot plans active role in industry consolidation

Having Old Mutual as its parent provides London-headquartered discretionary fund manager Quilter Cheviot with a great deal of opportunity, said chief executive David Loudon, particularly when it comes to acquisitions.

European Wealth to overhaul charges as acquisitions boost FUM

The group has recorded a 12.8% increase in revenue to £4.4 million for the six months ending 30 June.

UK-based wealth manager reports profits up 33%

The firm launched its discretionary management service in the first half and said that this will be an increasing focus for growth in the future.

FTSE-100 mining giant dumps City adviser

They have ditched Credit Suisse after being angered by work undertaken by the bank for rival miner Glencore, Sky News learns.

UBS: Juerg Zeltner’s Conundrum

UBS wealth management left investors with the impression of a slumbering giant last quarter: income is falling and net new client money is hard to come by.

The Rebirth of the Pooled Income Fund

Why is there new interest in these vehicles?

UBS's Zeltner warns rivals of pitfalls in Asian growth push

I would still not call Asia a home market.

Van Lanschot H1 net profit falls to 31.5 million euros

These activities' key features, namely client groups, client service and investment policy, are an excellent fit for Van Lanschot. As such, this would be a good example of an add-on acquisition that truly enhances our position.

Golden Age of Swiss Banking Returns

The last ten years have not been good ones for Swiss banking: Switzerland's iron-clad banking secrecy rules have been all but abandoned.

Foreign investors and entrepreneurs flock to set up shop in Singapore

A 2% increase on Q1 2016, when the trend was first noted, the growth is a strong endorsement of Singapore as a regional business hub.

RBC Wealth Management net income up 36%

Wealth Management net income of $388 million was up $103 million or 36% from a year ago, largely reflecting the inclusion of City National, which contributed $82 million to net income, and the benefits from our efficiency management activities.

Why this Sanlam portfolio manager is investing in classic cars

Considering their shocking depreciation; most definitely not!

True Potential and UBS partner for multi-asset launch

Next generation of actively managed, lower-cost funds for all market conditions

ClearView Wealth posts 89pc jump in annual profit

The company raised its final dividend by 19 per cent to 2.5¢, fully franked.

Schroders announces latest GAIA UCITS offering with Two Sigma Advisers

The strategy, created by Two Sigma Advisers, LP, in collaboration with Schroders, will combine US equity market-neutral and global macro strategies.

Lombard Odier funds added to Novia platforms

Novia Global is a multi-currency wealth management service, which launched to market in October 2015.

Luzerner Kantonalbank Profit Drops; Invests in E-Banking

Lower profit from commissions, trading and slightly higher costs more than offset a rise in net interest income.

St. James’s Place – Golden glow

The curtain came down on the Rio Olympics, and Team GB basked in the glory of its best-ever medals tally; but events at home were somewhat less inspiring, as markets digested a raft of data and news on interest rates, inflation, retail sales, employment a

Focus Financial Partners Files for IPO

A source who did not wish to be named told Financial Advisor that the IPO was “filed under a crowdsourcing provision in Dodd-Frank

Wealth and Asset Management