Managers of Wealth

St. James’s Place Asia introduces HK discretionary managed account

Key benefits of a discretionary managed account include rigorous portfolio management for swift .

CIBC's PrivateBank Takeover Helps It Avoid Being ‘Too Canadian’

“performing very well, and they in the longer term are going to be a very important part of our story,"

CIBC Canadian wealth unit net income rises 14% in Q1

Overall, the banking group reported net income of C$1.33bn for the first quarter of fiscal 2018, down 5% from C$1.41bn in the corresponding year ago quarter.

Zookeepers to Bentleys: the best private bank client perks

Exclusive and invite-only are the key words when it comes to private banks offering perks to their high net worth clients.

Van Lanschot Kempen: strong results driven by successful strategy implementation

The takeover of the wealth management activities of UBS in the Netherlands was our third successful acquisition in as many years.

Rathbone Brothers full year pretax profit up 17.6 percent

It covers the year ended 31 December 2017.

Monaco resident is among the winners of the International Philanthropy Summit

This prize recognizes the diversity of talent, ideas and excellence across the world of philanthropy and drives public attention to social responsibility of wealthy individuals and luxury brands.

Rathbones to expand financial planning presence

Howell said he was 'encouaraged' that the long term goal of reaching £40 billion in assets under management was in sight.

Swiss Life RM launches advisory firm in Liechtenstein

To date Andersén is the only member of the team and is not currently planning to hire more people.

Private banks in Asia see another year of strong growth

Discretionary portfolio management draws more investors

UBS’s Naratil and Hull Apologize for Non-Solicit Document Snafu

However, the executives affirmed the broker-dealer’s decision to restrict advisors who leave from soliciting clients or UBS employees to their new firms for a year.

Vontobel completes sale of Liechtenstein subsidiary to Kaiser Partner Privatbank

In addition, the cooperation with Kaiser Partner Privatbank in the area of securities settlement will generate additional revenues and economies of scale.

CIBC raises dividend following better-than-expected first quarter

It's a welcome sign for the bank, which has a larger domestic exposure than its peers and mortgages — demand for which is expected to slow under new tighter rules — also represent a bigger chunk of its loan book, said Shannon Stemm,

Quantum Materials Corp Announces Review of Strategic Opportunities, Engages Canaccord Genuity as Advisor

The company and its auditors are making, and will continue to make, every effort possible to complete the filings as quickly as possible.

Bill Gates Says He Should Have to Pay 'Significantly Higher' Taxes

Gates, who previously pledged to give away at least half his money to philanthropic causes, made the comments in reference to the recent Republican tax overhaul.

UOB's discretionary portfolio management AUM tripled in 2017

UOB says its DPM solutions entail advisers initiating and executing trades based on agreed criteria

Fullerton Taps into China's Wealthy

The new fund is being distributed by one of China’s largest brokerages and investment bank, China Galaxy Securities.

HSBC explores M&A options for asset management business

Shares climbing

Can Jewish charities do good and make money? Impact investors say yes.

Advocates say investments like these — in anything from a solar energy company to a business employing disadvantaged Israelis — are more sustainable and can go further than just donating to charity.

NAB Wealth sale could be accretive, MS says

NAB wealth accounted for 4 per cent of the group's cash profit last year.

Wealth and Asset Management