Managers of Wealth

UOB's discretionary portfolio management AUM tripled in 2017

UOB says its DPM solutions entail advisers initiating and executing trades based on agreed criteria

Fullerton Taps into China's Wealthy

The new fund is being distributed by one of China’s largest brokerages and investment bank, China Galaxy Securities.

HSBC explores M&A options for asset management business

Shares climbing

Can Jewish charities do good and make money? Impact investors say yes.

Advocates say investments like these — in anything from a solar energy company to a business employing disadvantaged Israelis — are more sustainable and can go further than just donating to charity.

NAB Wealth sale could be accretive, MS says

NAB wealth accounted for 4 per cent of the group's cash profit last year.

Falcon Bank's Martin Keller: We Had to Break With Our Past

The opportunity arose after the sudden exit of former CEO Walter Berchtold as well as that of top executive Arthur Vayloyan.

Close Brothers introduces all-in fee

The changes went into effect this month.

HSBC boss scores bumper farewell pay package as bank profits rise

He was also awarded 4 million pounds worth of shares in a long term incentive plan

UBS Breaks Even in Germany

UBS Germany had posted losses for a dozen years, with a pretax loss of 71 million euros in 2016 as the last of that series.

Germany's Oldest Bank Is Pushing Into U.S., Hiring 20 Analysts

The goal is to increase the number of U.S. equities analyzed from 100 to 300 within two years.

Quilter Cheviot to award £150,000 funding as part of its Dementia Initiative

From the initial applications the judging panel will select a shortlist of charities that will then be required to pitch their proposed project.

Northern Trust Asset Management Introduces Northern Engage360 Fund

An Innovative and Expansive Approach to Diversity Investing

BGL BNP Paribas to acquire wealth management and insurance firm

“In Luxembourg we do not see possibilities to increase to the scale necessary.

Wealth managers must go digital

As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology

Swiss banks collaborate to develop Hermance Capital Partners

The fund invests in non-listed assets on behalf of its private clients.

Citi sees rich pickings in targeting Asia’s ‘mass affluent’

Bank to roll out tools for super-rich to wider market in drive for growth

Wealth manager acquires Grennan Advisers

We have always prided ourselves on delivering a relevant proposition as well as giving clients peace of mind and are delighted that Sanlam will continue with this approach.”

Credit Suisse: Deceptive Figures?

CEO Tidjane Thiam can take credit for the turnaround strategy: Credit Suisse is considerably slimmer, more efficient, and most importantly, more solid than it was when he arrived in 2015.

Credit Suisse Cool on Private Banking Hiring

The formula is one increasingly employed by private banks in order to get a leg up with big, family-controlled firms.

Vistra Solidifies Presence in Ireland with new Acquisition

Through Vistra Alliance, Vistra has developed a strong ten year relationship with the team and we have seen first-hand that Ireland has become a key jurisdiction for inward investment.

Wealth and Asset Management