Managers of Wealth

J.P. Morgan's global wealth management revenue stalls, advisers and AUM fall

The number of advisers the two units employed also fell appreciably.

Brexit delays Monaco wealth boutique’s UK expansion plans

Inevitably some decisions will be delayed by uncertainty

Sanlam Adds To Its Assets

Sanlam is upbeat about its acquisition, but some industry experts have downplayed it, saying it is very minor.

Wealth manager profile: Signia Wealth's team talk

Signia Wealth saw some big changes at the top 18 months ago. Here the team breaks its silence to outline the significant headway made in reshaping the business after a difficult 2015

OMW to ‘slow’ overall growth and focus on private client business

Old Mutual Wealth Private Client Advisers was launched towards the end of last year to build a national advice offering.

Citigroup Tops Expectations, Despite Drop in Profit

Although top and bottom lines fall from the year before, they eclipse Wall Street views

Barings Unveils Rebranded Global Equity Fund

The team rebranded the Global Select fund to the Global Leaders fund in January and is now looking for companies showing “industry excellence, superior returns and a long growth path” with no size or geography limitations.

Think Like An Athlete To Win The Wealth Management Game

The mindset for advisers and successful athletes alike can provide the competitive advantage that they need.

Vontobel CEO Sees Politics Challenging Asset Manager Profits

Britain’s surprise decision to leave the European Union in a referendum on June 23 left asset managers scrambling to cover positions.

Brighter EM means outflows slow again for Ashmore

The outflows are persisting, the emerging-markets investment house said today.

Ascot Lloyd caters for UHNW demand with new Private Office

We have the advantage over private banks in that we act as an independent financial concierge.

Credit Suisse Said to Lift Salary, Chop Allowance for Some Staff

European regulators drew a clear line between salaries and variable pay in final rules released in December

Wealth Managers Tend to Lack Access to Quality Alternative Investments

Moreover, nearly three-quarters of them said that alternative investments should make up more than five percent of an overall portfolio allocation.

Investors Will Shun Europe's 'Golden Visas' After Brexit

The U.K. has been the top destination in Europe for wealthy migrants, attracting more than 125,000 high net worth individuals since 2000

Foreign banks eyeing wealthy customers

The bank said the centers will expand their asset management channels accessible by customers.

UBS mulling a move to EU if passporting rights are lost

UBS, led by chief executive Sergio Ermotti, employs just over 5400 people in London split across its investment bank, wealth management and asset management.

JTC Client Bucks Brexit Trend with Major London Real Estate Transaction

JTC’s client, City Pride Limited, invests in prime London real estate and the specific project relates to the Landmark Pinnacle, which is arguably the tallest consented residential tower in Europe.

The role for boutiques in Asia's new wealth landscape

There is a need to not only manage their wealth

UBS Group: Why do Investors Hold Record Cash in their Portfolios?

Investors have been wary of investing in other financial instruments such as stocks, bonds and others.

UBS Said to Impose Partial Hiring Freeze in Wealth Management

The lender has since eliminated jobs at the investment bank and announced plans to consolidate back office functions in wealth management.

Wealth and Asset Management