Managers of Wealth

Centrum Wealth to float $500-m new overseas fund

The first fund would also stop being routed through Mauritius next year.

Liontrust annual profit jumps 21% despite slower inflows

Adrian Collins becomes non-exec chairman

Charles Stanley divides into four as overhaul completes

The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.

Wealth manager profile: Potter & Burdett

The environment in which a fund manager works is another important consideration.

Singapore OCBC's private bank unit exploring China onshore presence

Regional and global banks have been cautious about setting up a local private banking and wealth management presence in China due to regulatory restrictions and the nation's relatively less developed capital market.

New report covers wealth in Poland: hnw investors

With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.

Coutts named outstanding Private Bank in the UK

Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.

Bigger seems to be better for wealthy clients

Mergers in the sector have not resulted in cutbacks to frontline staff, Wealth-X survey finds

What Nike and Domino's Pizza can teach wealth management

When it comes to the digital experience, financial institutions recognize they are not just competing with each other anymore.

Old Mutual Wealth rejoins ABI

Old Mutual will bring a valuable market perspective to our public policy and regulatory work and will help ensure a strong industry voice on key issues.

Old Mutual Wealth acquires £200m advice firm

The business is based in Newton Abbot and acquired Castellan Financial Management back in 2006.

Nomura sees its Asia ex-Japan wealth assets rising 15-20 percent

Amanda Chen was hired by Nomura last year from Morgan Stanley to spearhead expansion in Asia, which has 4.7 million individuals with $1 million in liquid assets.

Bordier & Cie clinches award for Best Boutique Private Bank in Asia

The win marks the second victory for the bank, having taken home the award for the same category in 2014. Last year, Bordier was shortlisted for the ‘Pure Play Private Bank’ category.

Morgan Stanley Wants Bigger Slice of the Family Wealth Pie

The new program, dubbed “premiere cash management,” includes online bill payment and checking, insurance and fraud monitoring services, Reuters writes.

Old Mutual buys advice firm

The advice firm, which has been operating since 2001, will become restricted and use funds from Quilter Cheviot and Old Mutual Global Investors.

Credit Suisse’s Khan Says Open To Acquisitions

“I would not exclude inorganic moves, specifically in asset management,”

Wealth management industry is lagging the digital curve

Most managers can’t perceive their adoption of technology extending beyond tools to reduce administrative burden

Why Sex Matters in Wealth Management by Ruohan Wang, Scorpio Partnership

The rise of the wealthy woman provides opportunities for wealth managers – whether it is recalibrating investment portfolios or providing access to greater philanthropic services – women are storming up the wealth rankings and have subtly diff

Deutsche says to expand into high net worth private banking in Asia

Asia has seen consolidation in the private banking industry as some Western players withdraw to focus on home markets, while smaller players struggle to compete amid higher technology and regulatory costs.

StanChart may set up onshore private bank in China next year

Regulatory restrictions and a relatively less developed capital market have restricted some of the global banks in setting up onshore private banking presence to tap one of the world's fastest growing centres for millionaires.

Wealth and Asset Management