Managers of Wealth

Targeting the Global Wealth Community with QUO’s New ‘One-Stop’ Execution Platform

As the fund and wealth management sectors converge,” Lawton explains

Wealth Management Expands Rapidly as the Onshore Market Evolves Apace

The delegates learned how the wealth management industry is adapting as the onshore proposition expands and as more international private banks and other players enter the local market.

Asian wealth moves to discretionary management and ESG investments

The momentum to move wealth into financial assets that covet ESG themes is gathering pace, especially as a more environmentally-aware generation starts to place investments

Hargreaves Lansdown apologises to customers locked in Woodford fund

Woodford Equity Income Fund was on investment platform’s favourite funds list

Clifton Asset Management makes wealth manager acquisition

The first to join, Plan For Life was described as “the ideal advisory business” Clifton is looking to attract to its regional network.

WHIreland Wealth Management wins further Wealth Adviser award

The annual Wealth Adviser Awards recognise excellence among wealth managers and service providers from across the UK and its Crown Dependencies in a range of categories covering the entire wealth management sector.

Five Ways Securities-Based Lending Unlocks Opportunities for Advisors and Clients

By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.

Vying To Serve Asia’s Rich

Private-banking assets in East Asia will soon outpace Europe, but competition is fierce.

Meet the Money Whisperer to the Super-Rich N.B.A. Elite

Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?

UBS and Sumitomo Mitsui Trust Bank strike partnership

Japanese lender to sell Swiss group’s wealth management products as part of alliance

Goldman Sachs CFO Eyes Wealth Management Acquisitions in Europe

Executives at Goldman Sachs have been sketching out more details of how the firm plans to expand beyond its investment-bank division into more stable sources of revenue.

Kingswood partners with Flagstone to launch new cash platform proposition

Kingswood believes the flexibility and accessibility of choice coupled with the compensation protection will act as a strong incentive for clients to move their savings into accounts paying higher rates of interest.

UBS recruits two dozen brokers. Will it hire more?

In 2016, UBS pulled back on recruiting, citing high costs.

Africa: New Frontier For Private Banking

A rising entrepreneurial class is fueling the growth of African private banking, and competition is heating up.

$17B gone: The biggest-ever advisory team exit and the bank that lost it

If all that wasn't enough, only seven years have elapsed since the bank paid a groundbreaking $125 million to the advisors to acquire the RIA, Luminous Capital.

Are you richer than you think? How to calculate your net worth by Penny Lovell

‘Your net worth is usually determined by what remains after your bad habits are subtracted from your good ones.’ – Benjamin Franklin

Credit Suisse to team up with WM platform provider

Credit Suisse launched the first digital private banking solution in the region in 2015, and partnered with the fintech company Canopy in 2017 to make accessible to its clients an automated account aggregation platform and reporting solution.

Fidelity Plans New Wealth Management Platform

New open architecture platform will deliver deep integration with eMoney and access to leading investment and technology solutions, plus Fidelity’s robust service and a simplified client experience

UBS Recruited Fewer Than Two Dozen U.S. Advisors This Year, Executive Says

“That’s obviously not a lot for a major wirehouse firm,” Louis Diamond, a New York-based recruiter with Diamond Consultants said of the new-broker count. “It definitely fits with the narrative about selectively recruiting.”

How wealth management has evolved

The year 2018 was full of surprises from a regulatory point of view

Wealth and Asset Management