Managers of Wealth

UBS sells wealth management operations in Netherlands

The transaction also comprises the products and services of the Netherlands branch of UBS Europe SE.

SJP reveals plans for world domination

The international division of the business was launched after SJP bought The Henley Group in mid-2014.

Cordium helps wealth and fund firms fight tax evasion

The solution from the governance, risk and compliance provider is designed to help wealth and fund firms adapt to new requirements of the Criminal Finances Act

Quilter Cheviot's Simon Walker talks wealth management in the city

The wealth management industry in the North is progressing

SAIL Capital Wins its 5th International Award This Year

“Best Cleantech Private Equity Firm - New York”

Guardian Wealth Management has launched a new division

This can “often tend to foster an initial transactional relationship between client and adviser

The changing landscape of private wealth

There's been a seismic shift in the regulatory landscape for international HNWs, and the industry needs to adapt, writes Robert Paul

Robo-Advisors, Partnerships and Inorganic Intelligence to Drive Future of Wealth Management Industry

Client Assets on Digital Advice Platforms to Cross $400 Billion by End of 2018

Guardian Wealth unveils ‘client journey re-brand’

The new operation, which involves “upgrades” to the business model, will be headed up by Mike Coady, GWM’s chief commercial officer, the company said in a statement.

The rise of the nouveau riche

China’s private wealth management industry has taken off over the past ten years

Tilney's earnings triple on 2016 buying spree

This has had a transformational effect on our turnover and earnings both on a reported and run-rate basis.

European Wealth makes play into frontier markets

European Wealth said there was a temptation to do nothing and wait and see the outcome of the UK general election and how geopolitical events develop was tempting.

Positioning for a post-election recession

The Citywire A-rated manager has kept away from UK consumer-focused stocks.

Canaccord Genuity assets jump 20% to near £15bn

We will continue to focus on growing assets under management.

New clients, advisers key to keeping SunTrust's wealth market share, says CEO

We don't have any proprietary products sitting behind us.

Goldman Sachs Team With $1 Billion in Assets Goes Independent

DG Wealth Partners is the second Goldman Sachs team to partner with Dynasty.

CreditEase Wealth Management Expanded in Singapore

The new office opening was hosted by CreditEase Founder and CEO Ning Tang, CreditEase senior executives, distinguished guests from Blackstone, KKR and Tishman Speyers and other strategic partners.

Investing in golden opportunity

What is unique, he explains, is that the client can view their precious metal at any time.

5 Impact Investing Ops For Savvy 9-To-5ers

A recent Morgan Stanley report, Sustainable Signals, finds that 71% of active individual investors are interested in impact investing and 65% see sustainable/impact investing becoming even more prevalent in the coming 5 years.

Wealth and Asset Management