Managers of Wealth

UBS Said to Be Among Banks Weighing Argentina Wealth Management

UBS and Julius Baer, both based in Zurich, might acquire local brokerages as a way to speed up the licensing process

Canadian wealth management firm sells 80pct stake in GSFM

The time being the business will continue to operate under the name GSFM.

ANZ wealth sale marks end of an advice era

Whether or not ANZ actually goes ahead with the sale.

Boutique advice firm joins Fortnum

Fortnum's core values, operating model and ownership structure align with our core values and requirements.

Equilibrium sees turnover soar

The financial planning specialist now looks after more than 850 families and manages over £595m worth of assets.

Van Lanschot reports AUM up

Despite the typically lower client trading volumes over the summer, commission income was stable compared with the first two quarters of 2016.

The Flurry of November: TLP, Spears and Seminars by Penny Lovell

This week saw the fourth module of the Trustee Leadership Programme, which we run in partnership with Cause4 and The Clothworkers’ Company. The final “matching” evening will take place in a few weeks where participants will have the oppo

OCBC builds up private banking as costs soar

For us, it is very important to continue to build up the scale in this business.

BSI Bankers Had Free Reign in 1MDB Dealings

The Swiss private bank was shut down in Singapore in May for allegedly helping to launder 1MDB money.

GMP faces ‘good dilemmas’ as it weighs possible sale of RGMP

TD recently sought an extension on its exclusivity to perform due diligence until Nov. 22, but it remains unclear whether that process will result in the bank making a final, binding bid.

Credit Suisse posts surprise Q3 net profit; raises legal reserves

The Swiss bank's profit for the three months to end-September was well above the average estimate for a 120 million franc loss in a Reuters poll of five analysts.

Schroders reports wealth management profit dip

UK bond and equity prices hit simultaneous record highs and investors began to question asset prices

UBS hopes short-term investment strategies spur client trading

For billionaire and millionaire clients UBS typically prepares a strategic asset allocation which looks five to seven years ahead.

The Wealth Finance Brief - Fieldfisher

In this edition of The Wealth Finance Brief we have sought to highlight the recent developments in the legal world which we think are of most relevance to private bankers.

JTC Adds USA Trustee Services to Range of Global Fiduciary Solutions

It is this US planning element that was fundamental to our decision to establish ourselves in the jurisdiction.

Lombard Odier hires eight-person team from AlphaGen Capital

The Volantis team will join Lombard Odier's hedge fund strategies platform statement

Société Générale Beats Forecasts on Investment Banking Gains

ROE excluding non-economic items** of 9.7% in Q3 16 (7.0% in Q3 15)

Argentina: Argentina To Amend Its Legal Framework For Private Banking

The outcome the authorities are working in the regulation.

Private banks lacking scale exit Singapore

Eight foreign private banks have pulled out in the last two years, at a time of Asia's explosive growth in wealth

Old Mutual disburses $2,2m for SME centre development

This development will not only improve the competitiveness of SMEs, but also enable to contribute to the development of economy

Wealth and Asset Management