Managers of Wealth

swissQuant and Avaloq create innovative advisory solution

The technology enables banks to automate their offerings and integrate them fully in the core banking system

Trading places

David brings to bear a wealth of experience across markets and segments which is ideal for a large commercial bank such as BNP Paribas.

Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

Multrees releases new interfacing platform

Simple, automated and real-time integration with other B2B and B2C applications

Regional IFA completes MBO after £8m private equity investment

The firm has previously set its sights on £1 billion of assets.

20-something entrepreneurs twice as likely to aim to make a positive impact

What about personal wealth?

Eyeing scale to target families in Greater China

His goal now, is to beef up his local team to take a tilt at the China market (and others) in tandem with QL.

BNP expects to be among top five private banks in Asia in 3-5 years

"Our goal is to grow faster than the market," said Mr Lecomte, but added that the bank will focus on organic growth.

Wealth Manager Expands Footprint

He also served in the delegation that won the 2012 London Olympics.

Standard Bank takes top spot for wealth services

Standard Bank beat Sanlam Private Wealth and Nedbank Private Wealth for the overall award.

OCBC is divesting its non-core businesses, investing in wealth management

UE has attracted many suitors as its core businesses comprise property development, hospitality, engineering and distribution.

Netwealth exceeds $14b FUM/A

The firm said the result reflected Netwealth’s focus on managed account and platform technology.

Wealth and investment leads Aussie fintech

According to FinTech Australia chief executive Danielle Szetho, fintechs operating in the consumer-facing wealth and investment space have already made major penetrations into the Australian market.

Singapore Dreams of Its Own J.P. Morgan

Double-digit returns on equity are becoming rare in developed Asian banking markets outside of Australia.

Fintech Push at BNP Paribas Asia

The French bank also said it expects to be among the top five private banks in the APAC region within the next three to five years.

Getting on the front foot to deliver performance

He says he sees more of a realistic perspective and understanding that it will be difficult to replicate the performance in the first part of the year.

AZ Swiss & Partners to buy yet another Swiss wealth manager

The company has a total headcount of 19 professionals, of which more than two thirds are dedicated to provide investment management services.

Wealth management services not just for the extremely wealthy

Credit union members may be overlooked, underserved in the changing marketplace, ACUC audience told

Dress Code Draws Cool Reception

The style guide goes into effect in July and sets «clear standards» for roughly 160 front-facing bankers.

Wealth Management Industry Hit by Lower Fees, Fewer New Clients

“There’s obviously a dynamic in the industry that’s challenging advisers and their value right now.”

Wealth and Asset Management