Managers of Wealth

JPMorgan sees net income up 30% year-on-year

This was attributed to higher investment valuations and average market levels, and also deposit and loan growth.

GAM partners with SimCorp to consolidate its operating platform

The transfer of current front office systems to SimCorp will be seamless for clients and they will benefit from an improved client reporting experience from GAM.

Mirabaud Asset Management Launches its Second Private Equity Solutin on Lifestyle Impact & Innovation

This second investment solution will enable investors to participate in new technologies, and younger brands with business innovators in the lifestyle industry.

EQ Investors hits £1billion in assets under management milestone

The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ’s Positive Impact Portfolios

Singapore targets more of world’s billions in fund rule overhaul

The move is part of government efforts to build on Singapore’s traditional strength as a financial center and reduce the economy’s reliance on more volatile sectors such as trade.

Thailand wealth management sector grows as HNWIs hit 30,000

We see vast potential for the market as compared to more mature markets in the region"

Shifting attitudes; shaping societies

Withersworldwide’s report notes that many want to see wealthy people engage more directly, openly and actively in the debate around the better uses of wealth in society

Multimillion-dollar UBS Broker in Calif. Goes Independent with Wells

Wells Fargo Advisors has been actively recruiting into its employee and independent channels

Double Award Shortlist for Butterfield as “Private Bank of the Year”

It follows recent success across the Group with Butterfield named “Bank of the Year” in Bermuda and the Cayman Islands by The Banker.

Clients pull £100m a month from Charles Stanley

In May 2019, Charles Stanley announced it was embarking on an extensive restructuring, with the aim of cutting costs and increasing its profit margin.

Why UBS’s Wealth Management Operations Remain Key To Its Prosperity

Wealth Management Makes Up More Than Half Of UBS’s Revenues

A Swiss Bank Is Selling Rich Clients an Exotic U.S. Election Bet

Structured products may strike many as an obscure way to play the election cliffhanger

Tells Investors: Lower Expectations

Investors will likely face muted equity performance, coupled with about $11 trillion in negative-yielding debt globally

Wealth manager challenges market with ‘fair’ advice fee

Welsh start-up’s price plan has the potential for a big win for savers

Advisors who fail to embrace professionalism this decade do so at their peril

At the same time, it opened many investors’ eyes to the cost of financial advice – and the impact of that cost on their total returns.

Old Mutual Wealth adds 'scheme pays' feature to settle annual allowance breaches

Instead of building up large debts, clients can now use their personal pensions to pay their annual allowance tax charge where they have exceeded the limit.

Foreign managers see new opportunity from Chinese banks

The first foreign manager tie-ups with local banks for the new segment were announced in December

Tilney pays out after failing to replace adviser

Ms L was without an adviser from July 2017 until she withdrew all her funds from Tilney in October 2018.

Dolfin Model Portfolios Outperform Their Benchmarks Across Most Primary Currencies and Risk Profiles

Dolfin will release its Q1 2020 investment outlook later this month with full details of the performance of all of its portfolios in 2019

What will innovation in private banking look like in 2020?

Private banks and advisers to HNWIs are under continued pressure to remain profitable and relevant to their clients.

1
2
3
…
728
729
730
731
732
733
734
735
736
737
738
…
1562
1563
1564

Wealth and Asset Management