Managers of Wealth

The Wealth Advisor of the Future

Wealth advisors of the future will look more like a general practitioner who calls on specialists when clients need it.

Julius Baer’s Asia Revenue May Top Europe in 5 Years, CEO Says

Julius Baer is the fifth-largest private bank in Asia in terms of assets under management, according to a 2015 ranking by Asian Private Banker.

Old Mutual Wealth reaffirms float plans as report claims sale option on the table

Announced managed separation in March

Three Operational Necessities For An Extremely Successful High-Net-Worth Wealth Management Practice

investment advisors that convert to a well-managed wealth management practice can increase their incomes by 40 percent

Credit Suisse: What's in Store for Swiss Asset Management

But the unit has also been beset by a series of reorganizations, prominent exits, and changes in leadership since the merger.

Citibank Korea launches new wealth management platform

The service, which is available on mobile tablets and personal computers, also enables asset managers to monitor whether customers’ financial goals are on the right track on a real-time basis, Citibank Korea said.

Robo-Manager - Diary of a Fund Manager

Financial markets had an indifferent week that turned uncomfortable on Friday. Equities and bonds ended down, with gold and oil marginally ahead.

Binding Decisions: How Philanthropy Can Foster Family Unity

Affluent families are good at structuring their decision-making around investments

Exprience Key To Successful Suggestion With $3.9 Trillion At Stake

The new Global Family Office Report by Campden Wealth, in partnership with UBS

Coutts reduces mortgage pricing

Clients of Coutts are now able to benefit from lower rates across residential and buy to let mortgages.

Schroders throws weight behind SVG management

Other major shareholders have indicated they will vote in favour of HarbourVest’s takeover.

Old Mutual may shelve plans to list wealth management unit

Old Mutual boss Bruce Hemphill’s plans then current plans were to pursue a wider break-up, including demerging its wealth, asset management and emerging-markets units as well as South African-based lender Nedbank Group.