Managers of Wealth

UBS Uses Star Pull to Promote Philanthropy

Damon wants to open Water.org to investors and plans to establish a fund that will collect an initial $50 million in the U.S. and in Europe.

Charles Stanley's plan to become UK's 'leading' wealth firm

Abberley noted that growing revenue and building operational efficiency will also be a central focus.

Sluggish demand for Bank of Ireland Private-KKR fund

Previously the unit offered a separate, stand-alone service to wealthy clients.

Tenures in Asian private banking tumble by 40%. Here’s why

This is partly a demand and supply problem.

RBC Global Asset Management invests $20 million to establish in-house Innovation Lab

RBC GAM has committed initial funding of $20 million over the next five years to establish the Innovation Lab and fund its initiatives.

Consolidator's assets near double on hectic year of buyouts

Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.

Nomura’s approach to wealth solutions in Asia

He believes such an approach creates an advantage amid a growing need to address issues around inter-generational wealth transfer, tax compliance and protection.

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.

Wealth and Asset Management