Managers of Wealth

UBS Remains in Race for Dutch Asset Manager

The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.

Johnston Carmichael Wealth teams up with City firm Square Mile

Clients will be assessed as part of an in-depth consultation process to determine their suitability.

Irish Life eyes dramatic bid for Davy

Insurer remains part of the bidding process and has designs on the disgraced stockbroker’s wealth management arm

Regulators press ahead with Wealth Connect

Chinese investors secure nod to open southbound investment accounts onshore

Lombard Odier Partner Likes His Investments «On The Rocks»

In the world of sustainable finance «ice cubes» are those companies likely to gain the most from the transition to a carbon-neutral economy.

Credit Suisse loses ground in prime broking after Archegos blow-up

Swiss bank suffered $5bn hit from collapse of Bill Hwang’s fund and pledged to rein in risk

Brooks Macdonald: Drawdown battle won in first 7 years

The wealth manager launched a decumulation service for clients in drawdown in April 2019.

Advisor Group Successfully Partners with Five Wealth Management Practices

Growing Practices' Decisions to Join Advisor Group and SagePoint Driven by Flexible Technology, Practice Management Support and Expert Business Coaching

“Game over” after nine months: Singapore private bankers feel pressure of big pay rises

This almost immediately heaps additional pressure on newly hired RMs.

The best wealth managers in Switzerland

Switzerland has an envied reputation as a world-leading wealth management and financial services hub.

The best wealth managers in Liechtenstein

For international UHNW clients, Liechtenstein is a unique proposition, and the jurisdictions punches well above its weight when it comes to offering wealth management services.

The best wealth managers in Luxembourg

Strengths such as these make Luxembourg an area rich in wealth management talent.

Wealth and lifestyle platform partnership

Autumn prepares users to be future fit in finance, health and wellness, regardless of their life stage.

Pictet’s Asia Wealth Ambition Suffers Blow as a Dozen Depart

Longtime bankers and recent hires alike have left this year

Swiss Private Bankers Shuffle Lobby Duties

Rickenbacher has been vice-chairman of this trade body since last May, and is also on the board of the wider Swiss Bankers Association, which groups the alpine nation's more than 200 lenders including retail banks, wealth managers, or other specializ

A 237-year pedigree and four Jersey staff helps make a trillion-pound business

Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world

City tycoon targets Hargreaves Lansdown with new investment platform

Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.

Online trading group plans expansion into wealth management

“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”

Wealth Migrate: expert advice from Scott Picken on offshore investments

Picken believes there are three main factors you must consider when investing offshore

RBC Wealth Management Grows Asia Team

They will provide advice and wealth management solutions to clients in the region

1
2
3
…
591
592
593
594
595
596
597
598
599
600
601
…
1601
1602
1603

Wealth and Asset Management