Managers of Wealth

Global financial services provider acquires Capco Trust

Deloitte and Bedell Cristin acted as advisors to Ocorian in this transaction.

Raymond James Private Client Group reports record quarterly net revenues

Growth in securities commissions and fees, as well as higher short-term interest rates, helped the segment generate record results in the fiscal first quarter.

Growth in adviser business takes Brewin to £41.5bn

Advisers recommended £400 million of client assets should be invested in discretionary funds offered by Brewin.

Close Brothers AM sees assets swell amid rising market conditions

Up 8.2% over past five months

Credit Suisse Set to Open Second Wealth Unit in Asia

Regulations, political uncertainty and the lack of a deep talent pool are among numerous reasons many have held back.

Canaccord discloses its fund manager red flags

You can definitely get a good steer as to how well they will perform from a face to face.

Swiss Private Bank Eyes Asian Deal

UBP is profitable in Asia, but small for its ambitions, according to de Picciotto, who is the son of firm founder Edgar de Picciotto.

Doing wealth solutions the right way

This longevity drives their philosophy of taking a long-term view when dealing with a client.

UBS snaps up rival's Lux-based PB business

UBS and Nordea Bank have reached an agreement for the acquisition of part of Nordea’s Luxembourg-based private banking business

UK haemorrhaging high net worths

London has been a hotspot for migrating HNWIs for many years.

SJP funds under management hit record

This result, combined with positive investment returns, increased funds under management by £15.4bn to £90.7bn, up 20%.

Brooks Macdonald see AUM surge 12.3%

Brooks also highlighted the impact of investment in preparation for Mifid II and GDPR.

Citi Private Bank Sponsors Motor Racing Legend

He led the race for 27 laps and achieved the fastest average lap-time of any driver.

DBS to Hire Private Bankers to Tap $19 Trillion Asia Market

Hiring to cover Southeast, North Asia, international plus NRIs

Deutsche Bank's asset management unit attracts net inflows in 2017

Marks recovery from heavy outflows in turbulent 2016

Closer collaboration to develop the private wealth management industry

Collaboration and idea exchanges between Hong Kong and Switzerland on the development of the private wealth management industry and other related issues of mutual interest will be strengthened following the signing of a Memorandum of Understanding (MoU) b

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Wealth and Asset Management