Managers of Wealth

The 18 person, Charlotte-based team is led by advisors Mitchell Wickham, Greg Cash, Ron Bryson, North Moore, Trevor Hoke and Ray Evans.

For UBS' 72,000 employees, it is clear that the cost-cutting goal will primarily be reached by cutting jobs.

Two new funds have obtained the SRI label

Adjusted revenue at the group's wealth division reached $2.38 billion in the first quarter, up 65% from $1.45 billion in the same period a year ago.

Long-term investors will be fine, but those trading with 30 times leverage, as I used to, better be paying attention.’’

While gender-lens investing is spoken about in the industry and at a regulatory level, meaningful execution is distinctly lacking.

Bank of China was established in 1912, and is state-owned.

Four Pillars Framework Helps Agree a Shared Philosophy

Chief executive notes high levels of interest from prospective clients following Adam & Co being bought out earlier this month

New chair António Horta-Osório will look to overhaul bank’s risk management culture after the Greensill and Archegos failures

This year’s awards are set to be the biggest yet, judging industry leaders across 30 different categories.

Equity markets strengthened against a more robust outlook for the global economy in March, which was positive for our portfolios.

OECD study shows women lag far behind men in building savings

New report lifts veil on attitudes toward fees, services, and one-stop wealth management

The execution of our growth and transformation plans is proceeding well.

The firm leverages digital tools and tailored processes to deliver customized, holistic advice and a differentiated client experience.

The default by a US-based client of our prime brokerage business resulted in an impact on net profit attributable to shareholders of USD 434m.

Revenue soared by 66 per cent as the business moved closer to profitability.

The figures show Baillie Gifford rising from 15th to 4th in the latest quarterly rankings, with BMO also rising from 16th to 8th.

Advisory firm Grant Thornton has agreed a deal to hive off its Australian private wealth business to Oreana Group.