Managers of Wealth

Waqf Foundations – A Unique Shariah-compliant Wealth Management Solution

The first private client solution incorporating the concept of Islamic charitable endowment

Lights Camera Action - It’s the Oscars For Wealth Managers

In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.

The top 9 skills private bankers need by 2021

The PwC surveyed 35 private wealth management organizations, of which 3,400 are front office practitioners, 2,000 are middle office and 2,200 back office practitioners.

Swiss-Based Investor Enters Fray For UK's £4bn Green Bank

Contrary to earlier reports, the SDCL-led bid was not tabled ahead of a deadline on Monday but is expected to be later on Wednesday, according to Whitehall sources.

Swiss privae bank still sees need for ‘high quality’ wealth managers in Asia Pacific

The bank already has more than 1,000 client advisors in this region, but the bank sees demand growing.

Global search firm AP Group becomes an APSCo member

The membership was approved following rigorous application and verification process, and that reflects the firm’s commitment to highest standards of recruitment services to clients and candidates.

Cim Global Business sponsors the South East Asian Private Equity Conference

Udit Gambhir, Managing Director of Cim Global Business, Singapore will moderate a session on direct & co-investments during the conference.

Plenty of Work Awaits the Chairman of Bankers Association

He understands the problems of the private banks with his background as chairman of Vontobel.

Merrill Lynch Broker Team With $550 Million in Assets Resigns

Ex-Merrill adviser team launches international-focused boutique

Wealth manager to enter direct investing with new UK equity fund

The firm also said it would reallocate UK equity exposure from its existing multi-manager portfolios into its own offering at a “significantly reduced cost”.

Heartwood launches two ethical portfolios

Managed by Benjamin Matthews, the portfolios will screen to exclude exposure to sectors such as tobacco and arms and include companies with clear social and environmental benefits.

How UBS Plans to Reap 1 Billion Profit From Asset Management

The wider asset management unit is difficult for UBS' investors to grasp: management fees are usually steady

City National sells off salvaged remains of Convergent Wealth Advisors

After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp

Polin wants to boost Sanlam adviser numbers

Having restructured the company into one brand he said Sanlam would be launching a new proposition next month.

$124 million payday for Wells Fargo exec who led fake accounts unit

The disturbing practices took place under the leadership of Tolstedt, who headed the community banking division of Wells Fargo for at least nine years.

European Wealth buys £17m-strong asset manager

The acquisition will add a third fund to European Wealth's in-house range and broaden the equity investment styles it has available, ahead of the launch of an institutional equity service planned later this year.

Vontobel Opens Digital Platform to All Private-Banking Clients

With the opening of the platform to other users, new functionalities have also been added.

Former UBS Managers launch new wealth management firm

The services offered by the two range from the analysis of customer assets through the support of philanthropic projects and targeted fundraising for investment projects.

Investec courts the art and design worlds with PAD sponsorship

Investec will be known as a sponsor for its association with sport - English Test Cricket, the Derby, and Women’s hockey

Banking and wealth inseparable: NAB

The creation of $70 billion retail super fund MLC Super is the culmination of a new strategy at NAB to reorganise itself around the customer.

Wealth and Asset Management