Managers of Wealth

St James’s Place to publish bond and pension charges online

Move for greater transparency follows increased scrutiny of industry fees

Swiss financiers call time on ‘business bashing’

Switzerland is currently overhauling its financial rules

Raymond James' profits buffeted by $30M in rising legal costs

The firm is preparing for implementation of the fiduciary rule and is also facing a lawsuit from an SEC-appointed receiver related to an alleged $350 million fraud scheme involving a Vermont ski resort, immigrant investors and one of the firm's finan

Ex-Credit Suisse managers launch German boutique

Both partners have around 20 years of experience in the financial industry and most recently worked as senior portoflio managers at Credit Suisse in Zurich.

Swiss private banks see asset influx after U.S. election: Baer CEO

Switzerland should not unnecessarily cut off any negotiating possibilities amid a changing political landscape

UBS's Blessing says challenge in 2017 is to earn 'decent money"'

Blessing said UBS has no plans to pass on negative rates to retail clients.

Ryley Wealth Management expands with acquisition

We are delighted to be part of the bigger team.

UBS sees investor outflows even as it beats profit expectations

UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

Sumitomo Mitsui Hiring Barclays Private Bankers as Ties End

Barclays has been paring operations in Japan and elsewhere in Asia as part of global cost cuts to boost profitability.

EFG International CEO says BSI integration entirely on schedule

He hoped the bank would be able to increase revenues

Lighthouse Partners backs second BlueCrest trader in two months

It is not known how much Lighthouse is giving Pace for her new hedge fund, which will be initially closed to external investors, one of the sources said.

BNY Mellon Wealth Management takes a chance on North Virginia

The office has five staff members but expects to add eight more as it grows over the next couple of years, according to BNY Mellon.

Raymond James' profits buffeted by $30M in rising legal costs

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

ZEDRA to attend the Corporate Jet Investor

It annually provides a valuable opportunity to network with existing contacts and make new ones.

Julius Baer’s Bold Plans for its Asian Private Bank

Asia-Pacific CIO Bhashkar Laxminarayan wants to quadruple discretionary assets in five years.

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

A resolute strategy for the Swiss financial centre

And in order to enable the sector to continue its successful operations, three current topics are of vital importance

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

Wealth and Asset Management