Managers of Wealth

Withers scoops multiple awards for wealth planning prowess across Asia Pacific

This suite of awards is the result of our team’s hard work and dedication, and we are honoured to be held in such high regard by the judges.

Bank of Singapore to Raise Client Entry Threshold

The minimum amount a client must keep with the firm to qualify for its private-banking services will eventually be raised to $5 million in a few years’ time, from $2 million currently.

Wealth manager makes seventh acquisition of the year

One-sixth of the initial payment is in AFH shares.

Deutsche Bank to add more than 50 people to wealth management in Asia

Global banks have competed fiercely for wealth management talent in Asia in recent years as private wealth grows rapidly across the region.

Hedging an edge: SYZ’s Vuignier on taking control

Vuignier believes there is plenty of growth to be had in the hedge fund space and has guided the firm to focus its attentions on the sector.

7IM cash levels reach peak since Brexit

But he said UK shares have continued to rise, helped by their high exposure to overseas assets.

Charles Stanley Completes Sale of EBS Management

Charles Stanley agreed to the sale on April 11, which is in line with the company's strategy to focus on its wealth investment management activities.

EFG Asset Management adds global emerging markets strategy

The fund invests in high quality, large-cap companies in emerging market economies.

Nedbank Private Wealth wins International Bank of the Year award

These awards are judged and selected by a balanced blend of industry experts

UBS to Shift Service Jobs to Smaller Cities

One of the new service centers, where IT and other back-office duties are performed, will be opened in Schaffhausen this fall, with some 500 work stations.

Old Mutual security breach

The company has notified the regulators about the security breach, and it is “cooperating closely with the SAPS and the investigation is ongoing”.

Lombard International signs joint venture in Mexico

We are delighted to be working with Lombard International.

The beauty of trusts for real estate investing clients

The more flexible buckets in which clients’ assets are stored, the more opportunities to plan.

A symbiotic relationship within independent wealth

These would include addressing the complexities that clients face, as well as having more flexibility in meeting compliance requirements.

Brooks Macdonald duo named in Citywire Top 30 Under 30 list

Having qualified as a private client manager in 2014, Oliver joined Brooks Macdonald two years ago.

A new chapter for wealth management in the Philippines

These include more investor-friendly regulation, education of customers and advisers alike, and a greater take-up and acceptance of technology.

Old Mutual may have to touch UK cash reserve

The company was updating the markets ahead of its annual general meeting held yesterday in the UK.

Old Mutual shareholders rebel against executive pay

Following public discussions about a possible vote against the plans Old Mutual presented a revised plan which was passed with 93% of votes at last year's AGM.

UBS announces philantropy partnership with the royal welsh college of music and drama

But also to audiences, the local community and to the Welsh creative and cultural industries.

Private client firm acquires Merrill Lynch's international trust and wealth structuring business

The CEO expressed his delight at concluding this deal

Wealth and Asset Management