Managers of Wealth

Online wealth management platform rebrands

WEALTHMANAGER.COM is officially rebranding its Asian operations as simply “Wealth”.

Asia's Wealthy Should Look Towards Lifestyle Preservation

Respondents to a survey conducted by UBS Investor Watch, a quarterly publication that focuses on investor sentiment and behaviour, reveals that large numbers continue to make inadequate provision for lifestyle preservation in retirement.

Rugby starlet to launch of a new Mayfair office

The financial advice specialists, based in Regent Street, announced the successful takeover of Ellett Wealth Management in Oswestry earlier in the year.

Morgan Stanley Posts Big Earnings Beat On Resilient Trading And Wealth Management Results

The results indicate that Gorman’s efforts in revamping Morgan Stanley’s fixed income division are on track

When wealth management and service go hand-in-hand

Turner began by helping domestic abuse survivors learn to balance checkbooks and write resumes.

Four Emerging HNWI Expectations Wealth Managers Must Meet

The results uncovered clear calls to action for wealth managers around four key themes: information delivery, compliance, social responsibility, and innovation.

Northern Trust's revenue climbs on higher fees

Net income was $260.7 million, compared to $269.2 million in the prior-year quarter and $241.8 million in the prior quarter.

The Difference Between Having An Estate Plan And A Wealth Transfer Plan

Having proper estate planning documents can speed the transfer process, decrease costs, and help keep family harmony.

Bank of America wealth management loses small brokers

The last installment of those bonuses was paid out in the fourth quarter of last year.

Vietnam: one of the last frontiers for wealth management

Practitioners across banking, securities, insurance and asset management point to a notable immaturity within this segment of financial services.

Arbuthnot's first-half underlying pretax profit jumps 43 pct

Net interest income rose to 11.9 million pounds from 10.1 million pounds a year earlier.

Tilney Bestinvest nurtures Liverpool’s future investment professionals

Running from the 4th to 8th July, the students undertook structured work placements that provided insight into the day-to-day business activity of the investment management industry.

Five myths of discretionary management debunked

Partnership helps both parties grow and clients achieve their goals

Arbuthnot profits soar after disposals as Secure Trust eyes acquisitions

Arbuthnot booked a £117m gain after agreeing to sell Everyday Loans to Non-Standard Finance in December, taking the firm out of high-interest, high-street debt.

Private banks lure negative yield refugees to Asia

Private banking arms of Deutsche Bank and Credit Suisse Group advised clients to buy investment-grade Asian corporate notes that offer the safety of the dollar coupled with higher yields than comparable US debt.

Rich Asians seen turning more to private banks after Brexit

The proportion of those managing their own wealth dropped to 52% from 70% in the same period.

Elliott starts legal proceedings against Bank of East Asia

The proceedings are the first to directly seek the lifting of those conditions.

An investment insight in a week of change by Penny Lovell

I thought, three weeks post-Brexit, I should take the time to interview Mark Bray, a Managing Director in our High Net Worth investment team. Mark has over 30 years’ experience in the financial markets and provides his insight below.

League Table: Who is Switzerland's Hottest Banker?

In Swiss banking, gray hair and wrinkles used to be part of the uniform, helping to relay the gravitas and experience needed to manage vast sums of money.

Quilter Cheviot’s Climate Asset Fund Announces Stellar Returns

This award winning sustainability fund has outperformed the FTSE WMA Stock Market Balanced over one, two and three years and since launch.

Wealth and Asset Management