Managers of Wealth

Ping An's Singapore Fling. Yes, Xi Knows

The timing of Ping An's announcement is a little curious.

LSE students announced as winners of the St. James's Place Prize in Accounting

The prize was awarded for students who achieved the highest marks in a 6,000-word essay, which accounts for 50% of the mark for one of the compulsory courses on the MSc programme.

Why UPB's Villamin Thinks Japan Is a Great Opportunity

Japan's corporate cash reserves and the BOJ's ETF purchases.

Exodus from Notenstein Continues

The private bank lost a client team in St. Gallen to wealth manager Altor.

Hargreaves buys £90m client bank from BlackRock

4,300 clients will transfer over to the Hargreaves platform

Adapting to the shake-up in Asian wealth management

It is in this type of environment where a pragmatic but modestly optimistic view goes a long way.

$1 Billion Broker Targets $2 Billion at Independent Firm

He had been with Merrill Lynch the past six years; the firm confirmed his departure but declined to comment

Private bank returns to first-half profit

Net assets were down compared with the first half of 2016, falling from £282m to £234m as of June 30.

Walker Crips' underlying profits near double to £1.1m

Across its brokerage, advisory and discretionary channels the business noted that it had reached its target of £5 billion in total assets under influence a year ahead of expectation.

Rothschild: Asian Clients Want Private Equity

Asian clients are also interested in the option of investing in private equity, which our merchant bank can facilitate.

How Some Wealth Managers Are Fast-Tracking To Substantial Personal Fortunes

For wealth managers, the considerable business opportunities can easily translate into substantial personal fortunes.

Fee-Based Advice Fuels Bank of America’s Wealth Business

Asset management fees more than offset lower transactional revenue.

The growth of Asian wealth shows no signs of abating

This trajectory of wealth creation has cemented the region as the location to be for private banks and wealth managers, offering a plethora of opportunities from both service orientated and product focused angles.

Pictet looks to win institutions to themed investment

Swiss asset management firm seeks to push long-term gains

Zurich-based asset manager's AUM passes $10b

Strong growth in assets under management proves new management structure to be effective

Bruce Hemphill, Old Mutual CEO: breaking up the group

The chief executive on dismantling the FTSE 100 company and axing his own job

Chinese Bank Makes Big Bet on Private Banking

The existing Hong Kong branch will then focus on providing corporate banking services.

Wealth Advisers Set Up Shop With a Shared Back Office

Amazon has disrupted the retail industry by revolutionizing shopping habits.

EFG International Ends BSI Haggling

The bank was in the process of being acquired by rival EFG when the scandal hit last May.

ANZ Wealth launches pre-assessment tool for advisers

When using the OneCare Pre-Assessment Wizard, advisers need to ask their clients a few medical questions to receive an immediate indicative assessment.

Wealth and Asset Management