Managers of Wealth

deVere to “extensively develop” in Europe; James Green, new Head of the region

The move is part of the conclusions reached by the company-wide Strategic Review of its global business operation that began in March.

RBC Wealth Management net income up 12%

Wealth Management net income of $431 million was up $45 million or 12% from a year ago, mainly due to increased earnings resulting from growth in average fee-based client assets which benefited from favourable equity markets, and higher net interest incom

Old Mutual making progress with 'managed separation'

On 27 April, it also announced that it had agreed to sell its 26% stake in Kotak Mahindra Old Mutual Life Insurance to the joint venture partner, Kotak Mahindra Bank.

Quilter Cheviot signs up to a ‘Bronze’ partnership with FEIFA

Quilter Cheviot’s relationship with FEIFA members will be headed up by Allie McMahon, business development manager

KBI Global Investors looks to future as range of backers buy into green strategy

After surviving five changes of ownership, along with a drastic switch in its client base, KBIGI has hit a sweet spot in the specialist space and aims to double assets under management to €20bn within the next four years, writes Gretchen Friemann

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.

Wealth and Asset Management