Managers of Wealth

BoC Best Bank for Private Banking for second consecutive year

It also confirms the lender’s successful strategy in offering bespoke solutions and integrated products and services in the area of wealth management.

Bullish on consumer discretionary, industrials

The house is upbeat on consumer discretionary on back of retail demand and industrials too.

Rathbones launches private office

The private office offers clients a range of specialist private banking products, services and lending solutions.

Nikko AM planning to launch active ETFs

Nikko AM planning to launch active ETFsNikko Asset Management is looking to expand its presence in the retail market in 2017 by launching ASX-listed versions of its actively managed funds.

RBS Curtails Self-Rule at Queen’s Bank Coutts With Referral Plan

Coutts is focusing on the U.K. market after RBS sold its international business as financial scandals in recent years underscored the risks of operating a global private bank.

Wealth management marketplace raises funding to connect rich people to more opportunities

The funding comes from investment firm Vulpes and fintech company Privé Holdings

Vontobel says no sign of margin improvement in wealth management

The focus and the up-selling potential we still see we will be able to protect current margin levels.

ABN AMRO MeesPierson named Best Private Bank

A wonderful result and it's good to see that other private banks honor the innovative development of our services.

Aberdeen Asset Management boosted by RBC Capital upgrade

RBC said the biggest risk remains a recovery in net flows.

The Top Five Wealth Managers in Asia

Hong Kong and Singapore’s best private banks for HNW and UHNW individuals.

WealthWise Financial Now Offers Access to Both Worlds Robo and Advisor

GWP offers the best of both worlds

Signature Family Wealth Advisors Finalist For Prestigious Industry Awards

This recognition is a testament to the hard work of the team over the past 12 months.

RBC captures more than a dozen wealth management wins at 2017 Euromoney awards

Industry peers recognize RBC as the best Canadian private bank for 10th consecutive year

Sanlam launches instant insurance app

Insurance app was built on observations of how the digital era has transformed the way consumers buy products

Nikko Asset Management Receives Three Awards from Asia Asset Management

The firm was also acknowledged as Japan's ETF Manager of the Year, for its leadership in expanding Asia's largest exchange traded fund market.

Brewin Dolphin adds passives range to managed portfolio service

The team will also be able to allocate to active funds where they believe it would benefit the portfolio and passive funds might not offer effective replication.

Mattioli Woods buys stake in wealth manager

There will be no change to the management of Amati funds and portfolios, which will continue to be run by Paul Jourdan, Douglas Lawson, and David Stevenson.

Baltimore-area financial advisers react to Trump's hold on fiduciary rule

Advocates for the rule argue it would put everyday investors' interests ahead of the industry's.

BMO Asset Management to Launch New ETFs on NEO

BMO is a true leader when it comes to embracing innovation

We are beyond fighting

Fintech has exploded around the world since the financial crisis, with a proliferation of startups tackling finance with new digital tools.

Wealth and Asset Management