Managers of Wealth

One of UK’s top wealth management firms aims to benefit from Brexit vote

The firm said it racked up a record number of new client wins.

Impax Asset Management Net Inflows Strong, Assets Under Management Up

In the quarter, Impax received net inflows of GBP112.0 million, primarily from investors in Europe and from an initial allocation from a new North American client.

Generational transition, technology and more open clients offer fresh niches for advisers in Asia, says UBP's Michael Blake

It recognises too that the industry is at something of an inflection point.

Credit Suisse merges fixed income with equities in Asia Pacific

Switzerland's second-biggest lender said in March it would shave an additional 800 million Swiss francs ($821 million) off costs and cut 2,000 more jobs from its global markets division, bringing the total to 6,000 job losses.

Edmond De Rothschild Group Publishes Its 2015 Sustainability Report

This 2015 report presents the five pillars of the Group's sustainability strategy and gives a complete overview of its performance and progress compared to the previous year and in the context of its new Sustainability objectives, across its Private

Goldman Sachs Executives Told To Cut Travel Budgets

Employees told, “No new business, don’t go.”

St. James's Place Wealth Management - Focusing On What Matters

Quality not quantity is an over-used term, but one which rings true for St. James’s Place Wealth Management (SJP) in Singapore.

Wealth firm seals deal for Bath-based adviser

Money Wise CEO Malcolm Coury will leave the business following the deal.

Sun Life Embarks On Path To Tap The Wealth Pipeline

After 124 years established itself as one of the leading players in Hong Kong’s insurance and MPF markets, Sun Life Financial is ready to embark on a new journey again.

Adviser Critical In Developing Family Governance In Asia Pacific

Up and coming members of family businesses often struggled to be heard by traditional elders but consultants from finance, academia and law can help next-gens find their voices when challenging firmly held views.

Steady growth with an eye to the millennials

It impacts both the flow and fees business, hence it is unrealistic for banks to manage their business using 2015 revenues as a baseline.

Saudi Arabia Contemplates Largest Sovereign Wealth Fund

In order to make this happen, the Crown Prince must lift the shroud of mystery enveloping his nation's five huge oil fields, estimated by the Saudis to hold 260 billion barrels of oil.

Goldman Executive Says Libyan Internship Was to Help Win Future Business

Goldman Sachs Group Inc. awarded an internship to the younger brother of an official at Libya’s sovereign-wealth fund in 2008 because it expected the younger brother to join the fund and potentially become an important client, an executive at the Wa

Returning to the fold

The recent membership hike marks a reverse in fortune for the body.

Russia Blows Through Wealth Funds As Plans Said to Focus on Debt

As it drains the reserves, net debt sales at home will more than quadruple next year to 1.29 trillion rubles one of the officials said.

Ascot Lloyd receives £10m to buy other advisers

In July 2015 Ascot Lloyd bought The PFP Group to further expand its portfolio of wealth management services

Value Partners expands beyond Asia to meet demand for global assets

Fund flows sourced from China, which Value Partners considers a home market, account for a consider portion of its overall business.

Singapore Institute to Train Thailand’s Private Bankers

The demographic of Thailand's high-net-worth individuals is also in flux with many now younger entrepreneurs.

Consolidator serves up £10m revenue surprise

‘We have exceeded market expectations and now look ahead to what I am confident will be another highly successful financial year.’

Mattioli Woods Expecting Post-Brexit Surge

Mattioli added that the company's property investment subsidiary Custodian will remain "attractive" to investors due to low interest rates.

Wealth and Asset Management