Managers of Wealth

Golden Age of Swiss Banking Returns

The last ten years have not been good ones for Swiss banking: Switzerland's iron-clad banking secrecy rules have been all but abandoned.

Foreign investors and entrepreneurs flock to set up shop in Singapore

A 2% increase on Q1 2016, when the trend was first noted, the growth is a strong endorsement of Singapore as a regional business hub.

RBC Wealth Management net income up 36%

Wealth Management net income of $388 million was up $103 million or 36% from a year ago, largely reflecting the inclusion of City National, which contributed $82 million to net income, and the benefits from our efficiency management activities.

Why this Sanlam portfolio manager is investing in classic cars

Considering their shocking depreciation; most definitely not!

True Potential and UBS partner for multi-asset launch

Next generation of actively managed, lower-cost funds for all market conditions

ClearView Wealth posts 89pc jump in annual profit

The company raised its final dividend by 19 per cent to 2.5¢, fully franked.

Schroders announces latest GAIA UCITS offering with Two Sigma Advisers

The strategy, created by Two Sigma Advisers, LP, in collaboration with Schroders, will combine US equity market-neutral and global macro strategies.

Lombard Odier funds added to Novia platforms

Novia Global is a multi-currency wealth management service, which launched to market in October 2015.

Luzerner Kantonalbank Profit Drops; Invests in E-Banking

Lower profit from commissions, trading and slightly higher costs more than offset a rise in net interest income.

St. James’s Place – Golden glow

The curtain came down on the Rio Olympics, and Team GB basked in the glory of its best-ever medals tally; but events at home were somewhat less inspiring, as markets digested a raft of data and news on interest rates, inflation, retail sales, employment a

Focus Financial Partners Files for IPO

A source who did not wish to be named told Financial Advisor that the IPO was “filed under a crowdsourcing provision in Dodd-Frank

JP Morgan's Wealthy Asset Management Clients Left to Figure How Much Bank's Self- Dealing Cost Them

The state said that as a result of the failure to disclose, the bank was operating “outside the standards of honesty and ethics generally accepted in the securities industry.

“Good habits formed at youth make all the difference” - Aristotle

Franklin sought to educate the public, printing almanacs including “Necessary Hints To Those That Would Be Rich”.

Nigel Green DeVere Group Helping Expats Grow their Wealth

Green has foresight, patience and perseverance, qualities that have helped him forge a business based on trust.

The rise of the robot by Jungkiu (최정규 崔晸圭) Choi

Traditionally, private bankers and wealth managers would have access to a large amount of financial and economic data.

International private banks fight to manage assets of Asia’s wealthy

The industry faces stiff challenges, with the largest players better positioned for long term survival

Wealth managers to see hit on back of multiple market changes

Wealth managers can improve profitability by focussing on reducing costs and better managing clients.

From the Olympics to Wall Street: The athletes who become brokers

Olympians are team-oriented and competitive people who have already achieved success in another career, often before 30.

Credit Suisse Rules Out Negative Rates for Retail Clients for Now

But when we have the listing behind us purchases will be a topic for us.

Blackrock Eyes Swiss Cantonal and Regional Banks for Cooperation

Blackrock has almost $5 trillion in assets under management, making it by far the biggest wealth manager.

Wealth and Asset Management