Managers of Wealth

UBS SmartWealth: an ‘intrapreneurial’ success

Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.

Valiant Has Something That UBS Wants

Weber aims to act according to his pledge

Wealth structuring and administration solutions firm re-brands globally

With clients in 115 countries, the international corporate, private client and funds business has created a fresh, universal image, which will help it to deliver on its global growth ambitions.

The former Citigroup MD trying to bring bankers out of the dark ages

Nguyen Trieu has been involved with various fintech organisations for the past two years

Unigestion CEO Joins the Board of Sustainable Finance Geneva

Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.

Merrill’s Recruitment Halt a Boon for RBC and Others

RBC has been more aggressive pursuing experienced advisors with substantial bonuses than other firms, except for the wirehouses, according to Diamond.

Bank of Montreal earnings rise on wealth management strength

U.S. loan and deposit growth had moderated

Apfa members vote in favour of WMA merger

Apfa director general Chris Hannant said the merger could not be confirmed until this vote takes place.

Singapore’s OCBC Bank eyes ultra rich in Indonesia with set up of new private wealth business

Wealthy Indonesians have long been a big business segment for Singapore's wealth management industry.

Technology: reshaping the future of wealth management

Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.

Assets Rise At Julius Baer

Last year’s significant investments in attracting senior relationship managers started to accelerate net inflows to the middle of the 4-6% target range.

Meet the Investment Influencers: UBS's James McGuire

Our regular video series continues

Wealth boutique to launch online investment service

The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.

OCBC launches onshore private banking in Indonesia through local unit

The unit will leverage OCBC’s wealth management platform that draws on the combined product expertise of the bank

Barclays set to create 100 jobs as it steps up private banking push

Move comes three years after lender aborted first expansion plan in private banking.

Voting opens for Schroders UK Platform Awards 2017

The firm may use a single platform strategy while always being aware of suitability factors.

Julius Baer assets under management swell at start of 2017

This increase was driven mainly by broadly equal improvements in the client-activity-driven and asset-based components of net commission and fee income

Monaco-based private bank closes London arm

CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.

AJ Bell grows revenues amid record new client sign-ups

Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.

Regional brokerage Wunderlich sold for $67M

In addition to significantly enhancing our wealth management business.

Wealth and Asset Management