Managers of Wealth

BoA: China’s Wealth Management Products Pose Systematic Risk

In 2014, the balance of WMPs grew from 10.2 trillion yuan to 15 trillion yuan, up 47.25% year-on-year.

Morgan Stanley to Hire 75 in Push for Latin American Wealthy

The new hires would bring to 435 the number of people Morgan Stanley has helping foreigners with their U.S. investments

BOK Financial Closes on Weaver Wealth Management Transaction

The deal is anticipated to increase BOK Financial’s assets under management and administration by approximately $320 million and expands the company’s wealth management reach in Texas.

PAM AWARDS 2016: Tiedemann Wealth Management Wins Award for Best Trust and Estates Division

The PAM Awards recognize and reward those who have provided exceptional advice and service to wealthy families in an increasingly complex economic environment.

Wealth management fees hit 5-year high in Singapore

Wealth management fees more than doubled between 2010 and 2015 at Singapore’s three banks, as Asia Pacific surpassed North America as home to the largest number of high net worth individuals.

PAM AWARDS 2016: Cantor & Webb Named U.S. Private Client Law Firm of the Year

The black-tie event was attended by hundreds of private wealth executives and celebrated those who have provided exceptional client service to the private asset management industry over the past 12 months.

Staff engagement puts Nedbank Private Wealth in Top 100

Our company aim is to serve our clients better than any other financial services organisation and we appreciate that employee engagement is crucial to achieving this.

ANZ considered IPO for wealth management unit; sources

It was also determined that a sale would not have a big enough impact on ANZ's capital position to make it worthwhile.

UBS considers acquisitions to expand wealth management in Europe

UBS, the world's biggest private bank, sees growth potential in Europe because the wealth management market is still very fragmented with the biggest banks

Key Private Bank Awarded 'Best Private Wealth Manager Client Service' From Private Asset Management

Key Private Bank's mission is to deliver proactive and personalized expertise and advice by combining local market insight

Two EFG Shareholders Are Said to Favor Acquisition of BSI

Swiss private banks are consolidating as regulation, tax probes and difficulties generating revenue squeeze margins.

Smith & Williamson’s income continues upward trend

Firm proceeds with its programme of planned investment in the business

Singapore banks saw income from wealth management nearly triple in last 5 years

Among the three banks, DBS registered the highest fee and commission income from its wealth management services of S$599 million, and the largest year-on-year percentage gain both for the December quarter as well as the full year.

Telling the good from bad in wealth management

Due diligence efforts, aided by sophisticated software, are growing at Swiss banks.

Insurance firm buys HNW specialist firm

Their investment in technology and efficient operating structures will enable us to gain wider and improved market and broker access for our bespoke products.

Banque Havilland acquires Banco Popolare Luxembourg

. Under the agreements , Banco Popolare Luxembourg has distributed reserves and repayment of equity to the shareholder Banco Popolare for a total amount of 52 million .

Global search firm named International Recruitment Specialist Firm of the Year for Switzerland

Recognised for the second time in three years, the award reflects the firm’s commitment to delivering exceptional recruitment and executive search services in one of the world’s leading offshore financial centres, Switzerland and international

The curious case of Islamic wealth

Islamic fund management segment, albeit a small component, is slowly developing.

Falling Rand means Barclays to lose £400m on decade-long Absa investment

Just over a decade ago, in May 2005, Barclays Plc invested £2.6bn to acquire 56.4% of the Absa Group.

Wealth managers aren’t creating much of it for investors

When it comes to wealth managers, Questor says avoid.

Wealth and Asset Management