Managers of Wealth

Standard Life and Old Mutual reveal how they acquire advice firms

In the wake of our cover story on acquisitions this week, the bosses of two major brands reveal how they pick and value their adviser targets

Daniel Godfrey banks on green tech in trust launch

Former IA chief aims to return 7 per cent with clean energy strategy

How to Attract and Retain High Net Worth Clients

Differentiate yourself by customizing your services and focusing on holistic family planning, not just investments.

Will Robo-Advisors Disrupt Conventional Wealth Management?

Consider these insights on the effects of robo-advisors on the traditional wealth management industry.

Positioning portfolios for the rest of 2017

The first few months of 2017 have seen bullish markets and positive performance for private banks and clients alike across Asia.

BNP Paribas rebrands asset management

It will rebrand BNP Paribas Investment Partners to BNP Paribas Asset Management as of June 1.

Estera CEO and Group Directors Recognised on Citywealth Leaders List

The Leaders List is the result of an ongoing year-long programme of peer recommendation and verification.

DeVere closes Miami office

This relocation is part of a strategic expansion that will allow us to take on more financial advisers

UBS Throws Hat Into Luxe Credit Card Rewards Game

The card also allows for the redemption of 25,000 points for an airline ticket

BNY Mellon Announces Partnership with CFA Institute to Develop Collaborative Research on Social Investing, Diversity and Inclusion

For BNY Mellon, one benefit of the partnership is an increased focus on continuing professional education opportunities aligned with its business strategy.

Raymond James Financial Reports April 2017 Operating Data

The growth over last year’s April was largely attributable to higher balances of Private Client Group assets in fee-based accounts.

UBS: Cultivating a New Breed of Private Bankers

Digital attackers are cheaper, faster and less emotional at filling portfolios with the right stocks and bonds.

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.

Wealth and Asset Management