Managers of Wealth

Delivering discipline in portfolios

The potential for such a shift has become increasingly viable as more and more HNW clients appreciate both the value of advice.

Restructuring to cost Swiss private bank 450 jobs

Jobs will be shed at a rate of 100-150 per year between 2017 and 2019

US investors champion UK but global wealth managers look to reduce exposure post Brexit

The majority of international investors intend to invest less in the UK as a result of the Brexit vote

In-depth - high net worth: Higher ground

Brokers need to guide clients through the confusing process of changing their cover

Women run fewer than 5% of hedge funds for large investors

Underrepresentation of females worse in alternatives than mainstream asset management

UBS may take back 60% of work in-house soon

The Swiss lender has always been a large spender on IT and BPO services.

SYZ Asset Management strengthens its presence in Germany with the opening of a Munich office

This development follows on from the opening of the Italian office branch in Milan and several hiring and specific product launches, which confirm SYZ Asset Management's commitment and growing success in Europe. A branch of the London h

Caerus in talks over sale to Old Mutual Wealth

Only two of the talks with buyers in the past few years have gone to the stage of advanced negotiations.

Northern Trust Wins Award for Hedge Fund Administration

This award validates our emphasis on client-driven innovation and solutions to meet the complex and evolving needs of the hedge fund industry.

Swiss private bank to close Hong Kong operations

"This is part of a return to Europe strategy due to rising cost pressures," said one of the people familiar with the matter who declined to be named.

Most wealth managers adopt strategy segmentation lite

As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.

Swiss private bank to close Hong Kong operations - sources

Hong Kong operation would close by the end of December with its asset management arm

Casey Quirk: Fee pressure, slow growth will force managers to cut costs and evolve

In “Survival of the Fittest: Defining Future Leaders in Asset Management,” Casey Quirk outlines how money managers must change to compete in a new age.

Lack of trainee advisers 'real threat' to industry - Investec W&I

More than a third of owner managers are looking to semi or fully retire in the next decade

EFG International to cut up to 450 jobs as part of BSI integration

In an analyst and investor call today at 9.30 am CET, EFG International will provide an update on the integration of BSI, including further information on the planned strategy and ambitions of the combined group and the revised synergy potential.

Over one million HNW individuals unable to secure credit

Over a third of Londoners had been unable to secure credit in the past five years

How to develop wealth management in the Middle East

At the same time, the total amount of known wealth in the region rose by 0.9% to USD2.3 trillion.

Industrial Alliance Poised to Become Wealth Management Giant

HollisWealth is one of the biggest wealth managers in Canada

Jho Low Family Digs in to Stop 1MDB Asset Seizure by U.S.

The Justice Department is targeting real estate, investments and art works that were allegedly bought with money siphoned off from the state-owned investment and development fund known as 1MDB.

Sad! Hillary Clinton to host party and grieve with millionaire donors in one-time Trump hotel

The Plaza Hotel is quite a choice of location.

Wealth and Asset Management