Managers of Wealth

Wealth structures: Are they still in favour?

In a tougher regulatory world and one where our digital footprints appear largely indelible, the theory is that tight, professionally honed structures are the way forward.

Raymond James Rolls Out Tool for Gathering Client Asset Data

Everplans’ primary business is now wealth managers who offer the platform to their clients, and the company already works with more than 50 advice firms, WealthManagement.com writes.

Ultrahigh-net-worth wealth unit of U.S. Bank expands into new region

The new office in La Jolla will serve individuals and multigenerational families "who aspire to make an impact with their wealth," Ascent said.

DBS Matches Swiss Wealth Peers

Citing recent reports from the Asian business of Switzerland's UBS, Gupta claimed DBS' wealth unit enjoyed comparable performance in attracting new money.

Pro-EU campaign secures £400,000 from George Soros

A campaign group fighting to keep the UK in the EU has received £400,000 from billionaire investor George Soros.

Singapore's DBS expects higher margins as fourth quarter profit jumps

Kicking off the reporting season for Singapore’s banks on Thursday, DBS said its fourth-quarter net interest margin, a key gauge of profitability, rose seven basis points to 1.78 percent.

Société Générale ekes out quarterly profit despite charges

Results helped by an improving trend in bank’s French and international retail units

Equities Might Matter So Much Less For Your Wealthiest Clients

For most affluent families, Desjardins finds that primary residences and vehicles are the most "massive" components of wealth at the beginning stages.

For China’s Wealthy, Singapore Is the New Hong Kong

It’s farther from the authorities in Beijing—and a nice place to keep an apartment. By Chanyaporn Chanjaroen , Keith Zhai

deVere to expand its graduate programme to meet growing and evolving demand

Mr Green goes on to say: “Like the industry itself, the deVere Group Graduate Programme is known to be hard work and intense.

Edmond de Rothschild nets €345m for biotech fund

Fundraising comes as private-equity unit looks to spin out from parent company

Harwood Wealth to manage Frenkel Topping mandates

As volumes of funds managed by Frenkel Topping increase, the percentage fee payable to Harwood Wealth will reduce.

For China’s wealthy, Singapore is the new Hong Kong

The rich may be feeling exposed by changing banking practices.

Pictet Profit Surges Ahead of Collardi Entrance

The discreet bank recently raided rival Julius Baer of its CEO, who will become one of seven partners at the discreet 213-year-old Genevan bank.

Bank of Singapore eyes more private bankers in Dubai as assets jump

The bank has close to 50 relationship managers in Dubai, up by around a 40 percent since 2016, and is targeting further growth by 2020.

Some bankers in Asia will live to regret becoming MDs this year

UBS, Asia’s largest wealth manager, is ahead of the game as usual.

Alternative assets used as 'a means to an end' - 7IM

Bonds won’t help in the next bear market

Man Group Forms First Onshore Fund in China

Man Group’s first onshore fund in China marks a positive turn for the British firm.

Partnership Breakthrough for Lombard Odier's Asian Chief

Asia is a key strategic growth market for the Swiss bank and Magnenat will continue to be based in the region, according to an internal announcement by the bank.

BNP Paribas profit hit by lower revenue

This low level is due in particular to the good control of risk at loan origination, the low interest rate environment and the continued improvement in Italy thanks to the repositioning on better corporate clients.

Wealth and Asset Management