Managers of Wealth

RBC Wealth Management-U.S selects Addepar

Addepar will be available to all RBC Wealth Management-U.S. advisors, along with financial professionals of RBC Clearing & Custody (RBC C&C), a division of RBC Capital Markets, LLC.

Brooks Macdonald Group Quarterly Announcement of Funds under Management

Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)

StanChart to Acquire RBC’s Hong Kong Retirement Trustee Business

The acquisition will enable Standard Chartered to be one of the 13 trustees for Hong Kong’s mandatory provident fund (MPF).

Morgan Stanley added 110 int’l advisors in 2021 hiring spree

Gatesman added that they onboarded over $16bn in international client assets through the new hires.

Trends In Wealth Management For 2022

Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. I

Wealth Management: The digital shift

Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.

Catching falling angels, avoiding falling knives

How does our strategy capture well-suited fallen angels while avoiding potential falling knives?

Zurich boutique opens in Panama to serve LatAm

The new location will serve asset managers, brokers, banks, fund managers and financial institutions in Latin America.

Man Group launches Capital Asset Solutions Initiative

The new initiative will be led by senior hires Dan Robinson and Stephan Muecke.

ZEDRA bolsters Pension Services offering with acquisition

ZEDRA’s Pension Services now consists of five offices in London, Reading, Leeds, Birmingham and St Albans and increases headcount to 70 dedicated Pensions experts and support staff.

Mercer Advisors acquires wealth management firm

AExpands Mercer Advisors' Florida and Northeast Presence

PineBridge Strengthens Wealth Management Ranks in Asia

PineBridge’s said the newly created role reflects its wealth business strategy and focus for the Asia Pacific region.

Swissquote is expanding beyond Switzerland

With this transaction, Swissquote will become the leading online trading and investment bank in Luxembourg, confirming its ambitious strategy in Europe.

British fund manager abrdn seeks China wealth management partner - chairman

China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year

StanChart Mulls Wealth Management Unit in China Expansion

The London-headquartered bank worked with a consulting firm last year on a feasibility study, according to people with knowledge of the matter.

Zug firm buys four German WMs in DACH consolidation plan

As part of the changes, Gregor Korte and Jens Jüttner will also join the management of the holding company.

Zug WM consolidator buys IAM and plans wave of acquisitions

Since 2018, Qaestor Coach has bought and merged seven wealth managers in the Dutch market.

Mercer Advisors Acquires wealth management firm

Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors' Tennessee Presence

Future of Wealth Management

Harvesting the Power of Data and Technology

Wealth manager's ink collaboration deal

The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank

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