Managers of Wealth

SJP dismisses shift to quant strategies

Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.

Arner Bank: Strong Growth In Assets Under Management And Private Banking

The year just ended was also marked by the aftermath of the international financial crisis.

Dutch private bank rebrands with name change

Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.

European Wealth goes global with Singapore deal

European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.

Matthew Butcher moves on as Neptune abandons wealth plan

Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.

How Singapore’s wealth professionals could fall victim to the march of the machines

This could mean serious disruption for Singapore’s massive wealth management industry.

UBS Uses Star Pull to Promote Philanthropy

Damon wants to open Water.org to investors and plans to establish a fund that will collect an initial $50 million in the U.S. and in Europe.

Charles Stanley's plan to become UK's 'leading' wealth firm

Abberley noted that growing revenue and building operational efficiency will also be a central focus.

Sluggish demand for Bank of Ireland Private-KKR fund

Previously the unit offered a separate, stand-alone service to wealthy clients.

Tenures in Asian private banking tumble by 40%. Here’s why

This is partly a demand and supply problem.

RBC Global Asset Management invests $20 million to establish in-house Innovation Lab

RBC GAM has committed initial funding of $20 million over the next five years to establish the Innovation Lab and fund its initiatives.

Consolidator's assets near double on hectic year of buyouts

Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.

Nomura’s approach to wealth solutions in Asia

He believes such an approach creates an advantage amid a growing need to address issues around inter-generational wealth transfer, tax compliance and protection.

swissQuant and Avaloq create innovative advisory solution

The technology enables banks to automate their offerings and integrate them fully in the core banking system

Trading places

David brings to bear a wealth of experience across markets and segments which is ideal for a large commercial bank such as BNP Paribas.

Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

Multrees releases new interfacing platform

Simple, automated and real-time integration with other B2B and B2C applications

Regional IFA completes MBO after £8m private equity investment

The firm has previously set its sights on £1 billion of assets.

20-something entrepreneurs twice as likely to aim to make a positive impact

What about personal wealth?

Eyeing scale to target families in Greater China

His goal now, is to beef up his local team to take a tilt at the China market (and others) in tandem with QL.

Wealth and Asset Management