Managers of Wealth

Investec Asset Management expands into Portugal

The company has approximately €119bn in assets under management.

Wealthy investors attempt to cash in on class action lawsuits

Normally the preserve of large institutional investors, company pension schemes and insurance companies, funds in this area are occasionally open to private investors.

Invesco fees row is a tragedy for shareholder democracy

Retail investors are the biggest shareholders, but their voice is unlikely to be heard

UBS Veteran Not Going Anywhere

Raphael has risen like a phoenix from the corporate ashes. How?

A $220-billion manager says 2018 is good year for stock pickers

Asian stocks fell again in May, with the benchmark MSCI Asia Pacific Index dropping 1.2 per cent to erase its gains for the year. Stocks such as internet giant Tencent Holdings Ltd., which drove the rally last year when it more than doubled, are posting m

How Top Wealth Advisor Louise Gunderson Pulls In Millennial Clients

Gunderson’s team of eight serves 220 families and has $779 million in assets under management.

Why Asia could continue to surprise investors going forward

Veteran investor Matthew Dobbs highlights the tailwinds undergoing Asia as the region continues to benefit from synchronised global growth.

UBS said to be cutting asset management jobs amid China pivot

The unit had 2,361 employees at the end of March, according to UBS filings.

Charles River Receives WealthBriefing Asia ‘Best Portfolio Management’ Award for 2018

Charles River’s wealth management solution supports a broad range of investment products across the entire investment lifecycle.

Warburg Pincus to acquire Spanish online wealth management firm Self Bank

Warburg Pincus has teamed up with Javier Marín Romano to acquire Self Trade Bank S.A.U. from Société Générale’s Boursorama subsidiary. No financial terms were disclosed. Madrid, Spain-based Self Bank is an online w

Firms open door to MPS expansion

For John White, the CEO of Sanlam UK’s wealth division, the two services are an easy fit, with financial planning the natural starting point for looking after clients.

Swiss bank Lombard Odier in talks on Saudi partnership

This week the Swiss wealth and asset manager launched its first sharia-compliant investment offering.

German giant boosts Swiss business and plans further expansion

It also plans further acquisitions.

Time for client needs to take centre stage by Ian Woodhouse, Associate Partner

The survey confirmed that the industry is facing a number of widely accepted challenges, from the changing expectations of new clients to the technological disruption sweeping through the entire banking industry.

The future of Old Mutual: Will a breakup be hard to bear?

With more than 150 years of history behind the Old Mutual brand, what does the future hold for its advice, investment and platform arms as the group prepares to split?

Lombard Odier launches Islamic products as it eyes Abu Dhabi expansion

Switzerland’s oldest private bank is also contemplating a partnership in Saudi Arabia

European Wealth Group backtracks from plan to acquire Newbridge

'While we have decided not to proceed with the acquisition of Newbridge, we remain committed to our strategy and are ambitious to grow both organically and dynamically by acquisition in the US and Europe,' said Marianne Ismail, CEO, EWG.

Julius Baer looks to fixed price system to bolster returns

This is partly to meet new European Union rules known as MiFID II but also to protect them from times when clients are reluctant to commit to transactions.

Bank of Singapore Exceeds Asset Target

As much as $200 million will be invested for a push into utilising data analytics and digital tools that calibrate client needs more effectively.

Is diversity the key to the succession plan challenge?

This is also a key tactic that Wells Fargo uses to diversify its advisor pool while helping prepare their aging employees for retirement.

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Wealth and Asset Management