Managers of Wealth

Credit Suisse Tries to Overhaul Its Image, but Problems Remain

Some banks just don’t get the message.

A Wealth Of Opportunity for RHB Bank

It’s never too late, it seems, for banks in Asia to realise that they need to do more with the generally vast number of affluent customers on their books.

Westpac Outlines Private Wealth Changes

The changes will see Justan Kitchener take the reins as head of NSW private wealth.

Barings unveils high conviction absolute return product

First absolute return vehicle for the firm

How has English football and asset management evolved since 1966?

Initially, this work was used to measure portfolios, but in the 2000s has spurned popular style-based investment strategies.

“Adviser-friendly” P2P – An interview with Octopus Choice

Octopus Investments has been around for some 15 years and boasts over 50,000 clients.

Family touch helps Pictet ride the storms in private banking

Incoming senior partner of the Geneva-based bank says continuity and long-term thinking are vital

U.K. Advisors Tell Investors to Calm the Hell Down

An executive at Trustnet, a British fund and stock seller, tells the FT sell order value was double the value of buy orders early Friday.

Raymond James Financial Reports May 2016 Operating Data

Total net loans at Raymond James Bank reached a record of $14.6 billion, increasing 22 percent over May 2015 and 1 percent over April 2016.

Kleinwort Benson Guests glean key takeaways from Summer Wealth Forum

The answer: pretty well, actually. Reassuring indeed when you factor in other major global risks currently on the table – from China’s slowing economy, to the ever-increasing threat of terrorism and the great unknown if Donald Trump were to be

UBS: D-Day for Private Banking

The bank wanted to streamline several back office units.

Swiss bank ramping up wealth business in Asia

Demand for wealth management services is growing in Asia with the rise of the upper class.

Brexit: how wealth managers are advising their clients

Some are urging caution while others are favouring the FTSE

Vistra Group acquires Ujwal to further expand its footprint in India

The majority of Ujwal’s clients are Indian subsidiaries of foreign multinationals, predominantly in the information technology sector.

Elian Scoops ‘Brand of the Year’ at Citywealth Awards

The inaugural awards, which were held at the Grange St. Paul’s Hotel in London on 21st June, were created to recognise best practice within business services.

Andbank España Lift Best Private Bank Spain 2016 Award

This is despite the bank having started only four years ago. CEO Carlos Aso acknowledged the company had been operating in what could conceivably be termed a 'difficult' sector in recent years.

Rich Swiss bank clients seek refuge from negative rates

These high-net-worth clients are defined by Capgemini as individuals with $1 million-plus to invest.

JBWere cuts adviser commission rates

Nab's wealth management business JBWere has announced changes to its remuneration structure, which include cutting adviser commission rates in an effort to support a growth plan.

Opportunity for debt structuring through Mauritius

Following the above amendment, debt structuring through Mauritius is likely to become an attractive proposition for foreign investors seeking to invest in India.

Quilter Cheviot Is Preferred DFM For Advisers ... Thank You

We are delighted to have been chosen as the financial advisor community’s most preferred discretionary fund manager.

Wealth and Asset Management