04/23/2019
Sanlam UK signs discretionary funds management agreement with VAM
Each of the three VAM discretionary funds is designed to suit a specific investor preference and risk profile.
Wealth and Asset Management
04/23/2019
Credit Suisse Looks Into the Future
Supertrends are investment themes that link major secular developments such as political changes in the West
04/23/2019
Two Sanctuary Wealth Partners Advisers Named To Financial Times 400 Top Advisers List
This is the fourth consecutive year that brothers Chris Cooke and Brian Cooke have been named to this select list.
04/23/2019
Transaction in Own Shares
Following the transfer of these shares, the Company holds 716,695
04/18/2019
Morgan Stanley wealth assets rise 4%, open to acquisitions
The firm's 15,708 advisor headcount was almost flat from the previous year, reflecting Morgan Stanley's plan to focus on organic growth rather than recruitment to grow its wealth business.
04/18/2019
Botswana's Blue Diamond Set to Challenge Its Most Famous Rival
Okavango Blue graded higher than Hope Diamond for purity
04/18/2019
Russ Prince: Why Life Insurance Agents Are Becoming Wealth Managers
Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial services and products.
04/18/2019
How to start a much-needed conversation about money this Easter by Penny Lovell
This research really got me thinking about how I would broach this potentially awkward conversation with my own family.
04/17/2019
Many EMEA ultra-high net worth investors remain optimistic about global markets despite ongoing volatility
Like many of the ultra-high net worth clients we surveyed we’re also mostly positive on equities for 2019
04/17/2019
Swiss Bankers Head for China
The project has been received skeptically by the U.S. Switzerland's role isn't clear – the memo won't be made public until the pact is inked later this month.
04/17/2019
Asian Worries for Private Bankers
Credit Suisse had $205.1 billion in client assets and 580 relationship managers at the private-banking business.
04/17/2019
Envestnet Selects INVENT for Systems Architecture and API Strategy Partnership
Innovative software development consulting firm will help service and deliver Envestnet's OpenENV API for Enterprise Clients
04/17/2019
BofA Wealth Unit Boosts Profits 14%; No Plans to Sell Retirement-Plan Ops
Some 11% of new client relationships for Merrill advisors came from referrals in other parts of the bank in 2018, and that level could rise this year.
04/17/2019
Butterfield to Announce First Quarter 2019 Financial Results on April 25, 2019
Butterfield executives will also host a conference call for investors
04/17/2019
Nomura: Refining the Wealth Management Proposition for Asia’s UHNWIs
The firm focuses on ultra-high-net-worth-individuals and the upper end of HNWIs, tailoring advice and solutions.
04/17/2019
GAM Bleeds Assets
Subject to the successful execution of the above, a final distribution will be made to clients as soon as possible
04/17/2019
Quilter assets under management increase despite market challenges
The firm saw net outflows of £200m in the quarter, down from £1.6 inflows in the first quarter of last year.
04/17/2019
BNPP AM aims for new client segment in Malaysia
The firm is in discussions with a local asset manager to white-label its products for retail and wholesale clients.
04/17/2019
UBP partners with US alts firm to launch long/short credit strategy
‘At this point in the cycle, we believe that there are a lot of opportunities for a long/short strategy in credit.
04/16/2019
Lombard Odier wins three leading European awards
The awards are conferred by a panel of judges brought together by WealthBriefing, a premier news, features and information source for the global wealth management sector