Managers of Wealth

Wealth Manager in Asian Rebrand

Former Credit Suisse banker Simon Lints heads the Southeast Asia unit out of Singapore, while the Hong Kong business is led by Sandy Dudgeon.

Top 10 mutual fund managers who created the most wealth for investors

The unprecedented gush of liquidity has come at a time when fund managers have been battling sky-rocketing valuations and lack of opportunities in certain pockets.

Morgan Stanley Wealth leaves Macquarie Group at platform altar

Employees are expected to learn of the change of heart this week.

UBS offloads its Dutch wealth-management business

The combination of the domestic wealth management activities of UBS in the Netherlands with Van Lanschot Kempen's offering results in a strong and differentiated proposition for family offices, foundations & charities and ultra-high net worth pri

Private Banking's «Transfer» Mystery

Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.

Vontobel gets go-ahead for new ownership structure

The earliest possible date of termination for the old shareholder pooling agreement would have been the end of 2018.

International brand is launched

A move to larger premises is expected later in the year.

Canadian banks want bigger piece of U.S. wealth management

During quarterly earnings calls this week, two Canadian banking giants — Royal Bank of Canada and Canadian Imperial Bank of Commerce — outlined plans to expand their U.S. wealth divisions and turn up the heat on their stateside peers.

Openwork hits £5bn with SJP copycat fund range

Now Openwork is boasting about reaching a 'milestone' £5 billion of assets in its fund range Omnis.

Keeping India on track for a bright wealth management future

The expectation is that clients will want to see more options across the investment spectrum, with advice on the right selections based on individual risk profiles – and also more guidance during times of market stress.

Neuchâtel cantonal bank launches its first funds

The funds will be launched on 5 September

Swiss Banking's Transfer Mysteries

Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.

Sanlam Private Wealth Africa opens office in Mauritius

This includes access to Sanlam's global investment capabilities and the UK-based SPW Global Quality Fund, named the winner in the Best Fund category of the City of London Wealth Management Awards earlier this year.

UBS Slams Florida Broker’s Whistleblowing Claim as Implausible

His claim asserts two counts of violating a federal Dodd-Frank Act whistleblowing law and a Florida whistle-blowing statute.

If Credit Suisse Is Going To Remain A Swiss Bank It Might As Well Be An Extremely Swiss Bank

But why would the ultra-wealthy want to bank in Switzerland these days?

Credit Suisse Creates Unit to Cater to Ultra Rich at Swiss Bank

Credit Suisse’s Swiss universal bank, which offers wealth management, asset management and investment banking, was earmarked for a potential IPO earlier this year

How Well Does UBS Europe Pay?

The unit employs nine bankers with one million euros or more in salary.

Pictet Sees Middle East Wealth-Fund Revival as Oil Price Holds

The number of inquiries about new investment mandates has increased substantially.

RBC boosted by sharp rise in wealth management profits

Royal Bank of Canada on Wednesday reported a 5 percent increase in underlying third-quarter net income, helped by double-digit growth at its wealth management business which offset a weaker showing in capital markets.

Italian Bank Snaps Up Geneva Wealth Firm

Earlier this month a source told Reuters the deal was worth between 150-200 million euros ($177-236 million).

Wealth and Asset Management