Managers of Wealth

UBS sees investor outflows even as it beats profit expectations

UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

Sumitomo Mitsui Hiring Barclays Private Bankers as Ties End

Barclays has been paring operations in Japan and elsewhere in Asia as part of global cost cuts to boost profitability.

EFG International CEO says BSI integration entirely on schedule

He hoped the bank would be able to increase revenues

Lighthouse Partners backs second BlueCrest trader in two months

It is not known how much Lighthouse is giving Pace for her new hedge fund, which will be initially closed to external investors, one of the sources said.

BNY Mellon Wealth Management takes a chance on North Virginia

The office has five staff members but expects to add eight more as it grows over the next couple of years, according to BNY Mellon.

Raymond James' profits buffeted by $30M in rising legal costs

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

ZEDRA to attend the Corporate Jet Investor

It annually provides a valuable opportunity to network with existing contacts and make new ones.

Julius Baer’s Bold Plans for its Asian Private Bank

Asia-Pacific CIO Bhashkar Laxminarayan wants to quadruple discretionary assets in five years.

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

A resolute strategy for the Swiss financial centre

And in order to enable the sector to continue its successful operations, three current topics are of vital importance

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

SBI wealth management product launched in Kochi

SBI Exclusif is targeted at the fast-growing affluent segment and was launched in Bengaluru and Delhi last year.

AIM-listed wealth firm rockets 17% on bumper results

The company executed its purchases through the period at an average price of 1.9% of client assets.

Asian wealth management is an increasingly elite business.

But a crackdown on money laundering since the financial crisis has lifted compliance costs.

RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro®

The new system allows advisors to better help clients identify, quantify and prioritize their goals.

Deutsche Bank eyes IPO for asset management arm

Deutsche Bank had revealed that it would be splitting its asset and wealth management businesses in a major overhaul.

Gary Cohn’s Goldman Exit Tops $100 Million

He leaves the Wall Street firm for a role in the Trump administration.

World’s Largest Private Bank Sees Euro Rally in Contrarian Call

The Federal Reserve is expected to gradually lift U.S. interest rates.

Wealth and Asset Management