Managers of Wealth

Western Europe: Rothschild & Co bulks up in private banking

CEO seeks to ease regulatory hit; merger doubles French business.

Western Europe: Rothschild & Co bulks up in private banking

CEO seeks to ease regulatory hit; merger doubles French business.

Brazil’s locals consolidate and fight for offshore

The two dominant wealth management operations, Itaú and Bradesco, bought the Brazilian banks of Citi and HSBC respectively.

UBS’s Rich Clients Worth $2.1 Trillion Warm to Emerging Markets

Unprecedented central-bank stimulus sparked a global hunt for higher returns last year, driving demand for developing-nation assets.

Julius Baer’s AUM reach record levels

The Board of Directors intends to propose to the Annual General Meeting of shareholders on 12 April 2017 to increase the ordinary dividend by 9% to CHF 1.20 per share.

Wealth firm buys assets of London IFA for £1.2 million

The success of our acquisition strategy and our ability to integrate numerous acquisitions was set out in the statement on our full year results.

Oddo & Cie and M&A boutique Messier, Maris et Associes form joint venture

Oddo & Cie and Messier, Maris et Associes said their exclusive joint venture would keep the two companies autonomous although they declined to say how revenue would be split.

Ch-ch-ch-changes in wealth management

The modern-day investors are much more savvy and better informed, and they prefer to have at least three or four specialist wealth managers looking after part of their money.

Bill Gates is going to become the world’s first trillionaire

We could get our first trillionaire in the next 25 years

BlackRock US ETF business tops $1 trillion in assets for 1st time

Demand for ETFs has so far survived debate over the durability of the funds during market stress

Chubb Launches Services in Canada for High Net Worth, Family Office Clients

Canadian homeowner customers with residences in the United States are familiar with Signature Suite.

Cash held by global fund managers on the rise, BoAML survey

When the cash balance falls below 3.5%, a contrarian sell signal is generated.

Private Banking Meets Cross-Selling for JPMorgan’s Wealthy Clients

There’s nothing illegal about cross-selling.

Vontobel Asset Management selects SimCorp Coric to Automate Client Communications and Fund Reporting Processes

Vontobel will deploy SimCorp Coric as a hosted solution via Microsoft Azure

Tax reforms will keep Switzerland a top corporate location

Switzerland’s tax system faces criticism

Understanding Trump is key to your investment strategy: Julius Baer CEO

The automatic information exchange on financial accounts is a new global rule that aims to cut tax evasion.

Investors rush to invest in ‘safe assets’ after political upheaval

The initial shock of the outcome was also damning for the Property sector, as investors rushed to withdraw assets.

Macro focus damaging returns in EMs

The multi-asset team have been adding to their emerging market exposure for more than a year.

Wall Street's Sallie Krawcheck has a message about diversity

The news of her dismissal was leaked to CNBC before her firing was finalized, she wrote in her new book.

Are Wealth Management Firm Owners Missing an Opportunity?

At our recent M&A Leaders Forum event, acquirers told us that they’re being much more selective as they consider which firms to target.

Wealth and Asset Management