Managers of Wealth

Wealth Management Hiring Skyrockets In Singapore As Fintech Push Continues

According to a report by Morgan McKinley, April saw the UK Treasury announced the launch of a ‘fintech bridge’ between Singapore and the UK.

UBS Intensifies North Asian Growth

The Swiss bank has emphasised their desire to add to the new Kowloon office which was opened earlier this year.

Vontobel CEO caps private banking M&A deals at $20 bln in assets

Staub said the bank also had clear criteria for purchases in asset management

Julius Baer'S Commerzbank Deal Has Sweeping Changes In Asia

The Swiss private bank said in December 2015 it would buy Commerzbank in Luxembourg, which added a mere 4 billion euros to the nearly 300 billion francs that Baer managed at the time.

Julius Baer adds 200 relationship managers for Asian expansion

The Zürich-based wealth manager said on Monday an additional 200 relationship managers had so far signed to join this year.

Chinese lenders rise up private bank rankings

The closely followed ranking, compiled by Scorpio Partnership, the consultancy, also showed ICBC recorded a 35.9 per cent increase in its private banking assets last year, to $154bn.

There's no such thing as bad weather, just inappropriate clothing - Sir Ranulph Fiennes by Penny Lovell

Sir Ranulph is known for breaking records and I have no doubt he will reach his £20m target - I might even be tempted to put on my running shoes for Marie Curie myself though not sure I could even manage a 5k challenge let alone a Global Reach Ende

Research shows digital client experience innovation is top priority for wealth managers

The study confirms our observations in the technology market.

AUM Growth to Slow

The report, "Running Faster to Stand Still," goes on to say fees may come under pressure due to demands for greater transparency, new competitors and a shift to passive products, like ETFs.

Citizen-By-Investment numbers up in Caribbean

It is estimated that Antigua and Barbuda as well as St. Kitts and Nevis passports provide visa-free travel to 132 countries and territories including all 26 European countries in the Schengen zone.

Indonesian tax amnesty could spark outflow from Singapore wealth industry

It is a huge portion of the approximately $470 billion of assets under management by private banks in the financial hub.

Julius Baer Profit Advances as Wealthy Clients Trade More

We expect investors to react positively to the better assets under management, net new money and revenue

Wealth Management and the State of the Banking Sector

He speaks with Manus Cranny and Caroline Hyde on Bloomberg Television’s “On The Move.”

UBS Microcap Fund now on Macquarie Wrap

The fund generated 18.4 per cent per annum, compared to the 5.5 per cent benchmark.

TMI's Herberts London-bound amid private client restructuring

Thomas Miller Investment has begun a significant restructuring of its investment management business.

Raymond James Plots A Robo-Free Digital Strategy

The wealth management firm stands out in the industry for its stance against automated advice, which it deems as being in competition with human advisers.

New Oliver Wyman Wealth Management Report: Running Faster to Stand Still

The aim of the report is to provide insight into the outlook for the wealth management industry at a time of sustained interest in the sector among investors and financial institutions.

National Australia Bank Reshuffles Wealth Management

The changes, which are subject to regulatory approval, are effective 1 August 2016.

Boston Private Wealth sees first increase in assets in a year

The unit had watched its assets under management shrink for four consecutive quarters.

Citi’s Advice for Asia’s Super-Rich

That Asians have distinct needs as investors drove Citi to establish a dedicated unit for North America Asian clients in 2011, including the group two years later into a new global clients program.

Wealth and Asset Management