Managers of Wealth

Pictet Brings First Global Bond Fund to the U.S.

Pictet is the subadvisor to the Ivy Targeted Return Bond Fund, launched earlier this year. As of the end of September, the fund has $102.4 million in assets.

Life insurance used as wealth management tool

The majority of survey participants agreed that life insurance policy purchases rise with market uncertainty.

Asian Wealth Management - Quarterly - Issue

The last 12 months have been particularly tough, and the challenges that firms face are mounting.

Leeds-based wealth management company acquire London firm PQR

TPO was founded in Leeds in 2008 and launched its London base in 2013.

STEP Isle of Man 2016 Annual Conference

STEP is the worldwide professional association for those advising families across generations.

Harefield-based RGA joins Fairstone Group

Deal adds £65m funds under management

Wealth Managers, Be on Lookout for Scams Targeting Elderly Clients

One growing concern is when elderly clients are asked to buy unsuitable financial products

Sanlam merges wealth arms, courts advisers in SJP challenge

We have a vibrant and talented boutique asset management business within the group.

Asia's rich investors embrace social-impact investments, not wealth managers

Asian high net worth individuals are less likely than other regions' HNWIs to entrust their assets to a wealth manager

UBS's Haefele Expects China to Continue Stimulus

The month of September and examines fallout from Brexit in the British pound.

Asian Private Banking: Who's Next to Go?

Some have since been caught out by the financial crisis.

Swiss Private Bank UBP Ponders Asia Deals After Coutts Purchase

UBP is open to making additional acquisitions as consolidation among regional wealth managers accelerates

Julius Baer Group Ltd. successfully places a second SGD-denominated perpetual tier 1 subordinated bond

The placement has been executed in a short time frame in order to take advantage of an attractive market window.

Man Group Jumps Most in Six Years After Net Inflows Surprise

The net inflows were driven largely by the appetite of institutional clients for our quant alternative and quant long only strategies.

Advisers take flight from Morgan Stanley

Twenty-four teams leave in third quarter on top of 26 in second quarter

Scared and Confused

A financial wellness program focused on proven, practical action steps toward lasting behavior change is the solution

Asia's rich investors embrace social-impact investments, not wealth managers

Asian high net worth individuals are less likely than other regions' to entrust their assets to a wealth manager

Charity Authorised Investment Fund (CAIF) - finally a new investment vehicle for the charity sector

The CAIF opens the door for new charity pooled investment funds to be established, as well as the conversion of existing common investment funds to the new model.

Ascot Lloyd mulls AIM listing to fund expansion plans

The independent advice firm is currently in talks with investors about the possible listing but would divulge no further details at this stage.

Sanlam combines DFM and advice arms

The South African insurer says that the restructure is part of a plan to provide “holistic advice, investment and asset management” in the UK.

Wealth and Asset Management