Managers of Wealth

Gopal Srinivasan, Narayan Seshadri acquire majority stake in IMMPL

Wealth management firm International Money Matters is focusing on building a platform to scale up its offerings while also reducing costs of the service

UBS spending $1 billion on IT overhaul

UBS did not give an estimate for the savings envisaged.

DZ Privatbank to Shutter Singapore Branch

The relationship managers at PBSG will switch to BoS and continue to be available for their clients, the company also said.

Singapore private banks buck the declining trend in assets under management in Asia

The bank was previously ranked 8th.

Rathbones Strengthens Charity Offer with New Fund Launch

The fund has been specifically structured for charities with the aim to deliver long-term capital growth and a level of income while employing a total return approach.

Societe Generale Private Banking Wins Award For Customer Relationship Service & Engagement

This award celebrates an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications.

Becoming a Yoda of wealth requires a deeper voyage into the galaxy of customer insight

Imagine if wealth managers could also master the techniques employed by companies like Netflix; leveraging detailed, real time client insight to anticipate their future product or service requirements.

Stenham and Credit Suisse form CI wealth management arm

Stenham WM will also offer global custody and transaction services as part of a multi-asset class approach to private client investment management.

Old Mutual Wealth prepares for demerger with tech head hire

Old Mutual Wealth has brought in a former Virgin Money tech director

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.

Wealth and Asset Management