Managers of Wealth

Vaudoise Launches Asset Management Unit

All jobs are kept and remain in Bern.

UBS Overhauls European Wealth Business, Revamps Management

UBS is reducing the number of booking hubs for its cross-border business to three countries -- Switzerland, Germany, and the U.K. -- from about 10 at present. European onshore businesses will be integrated in the bank’s new continental hub for wealt

UBS Wealth Management makes appointment ahead of expansion bid

UBS has an unrivalled regional footprint

Duo of deals boost growth at Fairstone

Our national presence is continuing to grow as our portfolio of advisory businesses expands.

Chinese wealth enters a crucial decade

Theistic threads run through the seam of the firm

Cains fiduciary business changes hands

Integration of the two businesses will start in August.

Breaking through the bank barrier

While banks can also adapt to this changing world, the greater numbers of senior practitioners now embracing a new advisory model will lead to the type of shift in client loyalties that Ho expects.

SJP dismisses shift to quant strategies

Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.

Arner Bank: Strong Growth In Assets Under Management And Private Banking

The year just ended was also marked by the aftermath of the international financial crisis.

Dutch private bank rebrands with name change

Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.

European Wealth goes global with Singapore deal

European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.

Matthew Butcher moves on as Neptune abandons wealth plan

Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.

How Singapore’s wealth professionals could fall victim to the march of the machines

This could mean serious disruption for Singapore’s massive wealth management industry.

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.

Wealth and Asset Management