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Wealth and Asset Management

03/13/2019

deVere CEO: A Second Brexit Vote Is The Only Credible Solution To End Gridlock

This evening MPs will decide whether to accept the Brexit deal struck by Prime Minister Theresa May

03/13/2019

UBS Wealth launches high income strategy

Aimed at Asia wealth management clients, the multi-asset portfolio promises monthly distributions, according to the firm’s executives.

03/13/2019

Union Bancaire Privée to launch new thematic strategy

UBP says strategy will involve investment in 15 top-performing thematic funds

03/13/2019

De Rothschilds Taking Swiss Bank Private to Prep for Growth

Edmond de Rothschild (Suisse) will be delisted in Zurich

03/13/2019

AL Wealth Partners' Anthonia Hui: 'Her Conscious Way' of Wealth Management

Neither Hui nor her firm is driven by growth for growth’s sake, nor are they single-minded about wanting to cash out to a third-party buyer.

03/13/2019

EFG increases profitability and raises dividend

EFG announces its 2022 strategic plan to deliver profitable growth with effective capital deployment.

03/13/2019

Nikko AM opens first office in Germany

The firm has been expanding its product offering in Germany over the past three years to meet growing client demand.

03/13/2019

EFG to Acquire Majority Stake In Financial Service Provider

Strong potential to further capture growth opportunities in the Asia Pacific region Australia presents an attractive macro environment with a stable regulatory framework.

03/13/2019

Unigestion opens new Düsseldorf office

Florian Rehm, Head of Institutional Clients for Germany and Austria, will lead the office.

03/13/2019

Reuss Private expands with new office

The new office will also be able to provide wealth management services.

03/13/2019

Sanlam UK Secures PAM Award for ‘Investment Performance: High Growth Portfolios’ for Second Year Running

The PAM Awards are so much more than just an awards ceremony.

03/12/2019

AllianzGI reveals growth plans for LatAm wealth market

The input that I was receiving... was you need to be local.

03/12/2019

Andy Thompson: “We didn’t know if a fully-integrated Quilter model would work”

PCA sits under network model, Intrinsic and services the affluent and high net worth.

03/12/2019

VP Bank’s Asia Expansion: Inspired by Market Understanding Allied with Strategic Focus

Morel highlighted the importance of the intermediary business, which he says accounts for more than half of the bank’s Asia-wide activities.

03/12/2019

Morgan Stanley int'l wealth head exits as firm reorganizes business

The firm said it is combining the businesses to help the firm focus on serving wealthier international clients.

03/12/2019

Quilter reports rise in profits despite volatile 2018

2019 will again be an important year for our business.

03/12/2019

Singapore is a Fountain of Wealth and Leading Wealth Management Hub. Will It Continue to Be?

Over the past five years, Fintech has enjoyed a boom and wealth management clients have become increasingly accustomed to online offerings.

03/12/2019

Why Wealth Creation Is The Next Frontier In Wealth Management

Before becoming a household name, fintech was very visible and “in your face.”

03/11/2019

UBS Wealth says ESG portfolio at $400m in Asia

The firm believes that the sustainable investing portfolio has resonated well with female investors.

03/11/2019

Women bankers criticise UBS over maternity leave cuts to bonuses

Swiss bank does not restore full bonuses after female staff return from having children

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