Managers of Wealth

HNW clients to gain from a more transparent Asia

Industry associations are involved in driving change too.

Sanlam Four adds Strategic Bond fund to range

The Strategic Bond fund will be a great addition to the Sanlam Four range of funds.

Citi Launches Private Client Solutions Group For RIAs

They serve private client, family offices, broker/dealers and wealth managers with a specific focus on RIAs.

Asset managers to face tougher systemic risk tests

Europe’s main markets regulator head says there will be increased scrutiny for sector

Another Large Mandate For UBS Asset Management

The second to be awarded to UBS Asset Management real estate and private markets by the sovereign wealth fund.

Robo-advisers take aim at high net worth clients

Trying to lure older, higher net worth investors is a smart strategy for robo-advisers today

Bank of Ireland fund seeks €100m to invest outside Ireland

Fund aimed at high-net-worth clients targets annual returns of 9-11 per cent

Advisory firm launches private bank

“Whilst we will continue to implement ambitious expansion plans for our financial advisory business and lead from the front in this arena, it is extremely exciting to also be entering the banking sector.

Merger activity for independent US wealth managers up 10%

The actual number is likely much higher, the study found.

LCF Project Falsely Associates Its Unregulated Fundraising Scheme with the Rothschild Name

The group has seen signs that the scheme, or offshoots from the scheme, have begun to target members of the public outside of China in the past few weeks.

Minister heralds inaugural Old Mutual International and MyBnk ‘Money Skills for Schools’ Week

MyBnk’s financial education experts and Old Mutual International volunteers will deliver award-winning programmes to over 600 Year 12 and 13 secondary school students.

Pictet targets robotics in latest fund launch

The fund holds about 50 companies out of an investment universe

ZEDRA takes home the Silver at the CityWealth IFC Awards

ZEDRA Geneva was there to collect the ‘Silver’ for Swiss Trust Company of the Year.

Zurich among suitors ramping up on ANZ Wealth sale

Other investment banks are fiercely pitching for buy-side roles hoping to line up with strong contenders.

First Interstate Bank switches wealth management program to LPL

First Interstate was also impressed with LPL's digital wealth management platform.

Bank of New York Mellon profit climbs 29% as expenses fall

For full-year 2016, our earnings per share increased significantly as we delivered a strong return on capital.

Where Is Ken Fisher Spending His Billions- and Why?

What can you fathom others find unfathomable?

Citi sees 10 pct net new money growth near term in Asia wealth business

The bank has expanded its digital offerings to tap more young clientele, and has also launched new products, Selvakesari said in an interview.

Close Brothers confident after strong H1

Banking division generated strong returns and profit growth during start of financial year

J.P. Morgan CEO to Get $28 Million in 2016 Compensation

His base salary is unchanged at $1.5 million, according to the filing.

Wealth and Asset Management