Managers of Wealth

Smaller Firms Will Be Most Impacted by Protocol Exits

Smaller firms, those with between $100 million and $200 million in assets, will have a harder time paying settlements.

UBS Wealth to Raise Customer Account Fees in 2018

The Swiss bank currently waives account fees for U.S. customers who have $1 million in their combined household accounts and who generate fees and commissions of $10,000 for the firm.

Old Mutual Wealth: we're SJP's only credible scale competitor

According to slides in the Old Mutual Wealth presentation, at the end of June 2016 Old Mutual Wealth had 1,803 advisers, not including Caerus advisers.

No Rush to Make an Impact

The market remains relatively underdeveloped compared with some parts of the world.

HSBC Private Bank Settles in France

The settlement is the first sign of a thaw by French prosecutors pursuing Swiss banks, including UBS, which is also involved in a years-long investigation for similar allegations.

New Issue of Investments & Wealth Monitor Focuses on Fiduciary Practices

Adhering to the best fiduciary practices ensures that the advisor-client relationship maintains the highest ethical standards

Old Mutual Wealth reveals new name under major restructure plans

The Wealth Platforms division will feature the Old Mutual platform.

Multi-Family Offices See Growth Spurt As Rich Get Richer

This Rise In MFOs Can Be Attributed To A Broader Shift Towards Lower Costs And Greater Transparency

Credit Suisse International WM CIO talks millennials and global wealth patterns

The asset manager also explains why we should expect a wealthy middle class to emerge in India and how wealth managers should tackle the rise of the millennial generation.

OM Asset Management Announces Launch of Secondary Offering

The public offering is being made pursuant to an effective shelf registration statement on file with the U.S. Securities and Exchange Commission.

Key Bank Hits Stride in Wealth Management

Wealth management is Key Bank’s fastest-growing division, Merrill Edge improves its research and BNY Mellon consolidates its asset managers.

ICBC Begins Robo Wealth Management

The value of China’s total robo-adviser services.

Swiss Issuer UBS Card Center Stops 74 Percent More Fraud with FICO AI and Machine Learning

We need to keep fraud write-offs to the very minimum.

Philippe Bordereau: «European Banks Not Profitable Enough»

The Sovereign Debt Crisis Hit Especially The Periphery

Wealth Management And Celebrity Brand Endorsements

The lack of attention to using wealth management strategies to drive endorsement deal monies to the celebrity’s bottom line is quite common.

Are HNW Asians warming to wealth management industry?

If HNW clients in Asia do not seek and adopt the best advice, they know they increasingly run the gauntlet of tax and other regulatory offences in their home and/or overseas jurisdictions.

Global Family Enterprise Membership Association Recognizes Partner in Chicago-Based High Net Worth Family Consulting Firm

Dr. Jamie Weiner becomes a Fellow at the Family Firm Institute in Chicago, IL

Wealth and Asset Management