Managers of Wealth

Have you checked your Wealth Manager's EQ?

People often get confused between investment manager and Wealth Manager.

Euclidea goes live with private banking service available to all

Supervised by the Bank of Italy, in November 2016 Euclidea received authorisation from Consob to operate as Investment Manager.

Chelverton Investor Club completes its first deal of 2017 - Qualification Check

In regulated industries or other sensitive areas, such as financial services, healthcare or education, knowing employees are who they claim to be and are qualified to do the job is critical.

Swiss banks face withdrawals due to tax clampdown

Those who decline to participate in amnesty programmes often have to move their accounts.

Enness Private Clients launches international high net worth mortgage brokerage

The launch of Enness International allows a focused team to offer our clients mortgage advice on their European property portfolio.

Anand Rathi buys Religare’s wealth management arm

The sale of the wealth management unit to Anand Rathi is part of restructuring process initiated by Religare group founders Malvinder and Shivinder Mohan Singh

This is the future of financial advice

The future of the industry is not going to be purely robo, but rather we will see a rise in the hybrid model of financial advice

Robo adviser beats benchmarks in first year

Wealthify achieved higher growth for their clients investments

Wealth managers to blame for property fund suspensions

Chief executive of Aviva’s £1.4bn property fund takes aim at professional investors

How Cazenove caters to a niche for discretion

This goes to the heart of the philosophy of Cazenove Capital Management.

US makeover proposed for UK asset management boards

Regulator wants to copy US mutual governance, with majority of independent directors

UBS: Five More Years of «Webermotti»

What are the mid-term career plans of UBS' top two?

Julius Baer and the Russian Client Who Brought Down a Bank

The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union

Driving top and bottom lines with digital onboarding

Organisations need to focus on some key aspects of running their business

Key Private Bank Receives Award for Private Banking Best Overall Performance from Private Asset Management

PAM is a leading publication that reports on the wealth management and family office industry.

Lombard Odier, the Swiss private bank, has grown substantially in Asia over the past year and now needs larger premises to cope with the bigger number of clients.

It prefers to get discretionary mandates instead, which today amount to about 60 percent of the portfolios in the region.

Wealth and Asset Management