Managers of Wealth

UniCredit signs binding deal with Santander to merge asset management units

In a statement UniCredit said it expected the deal to be fully completed in 2016

RLAM CEO: 'In a few years' time, there will be no institutional investor, it will all be retail'

Royal London Asset Management CEO, Andrew Carter, tells Hardeep Tawakley how the group is 'reinventing itself' to broaden its appeal to retail investors and capitalise on new pensions freedoms.

The Pros and Cons of Virtual Family Offices

Benefits include direct control and flexibility and diverse investment perspectives

Wealth management poised to boom—in segments

But although wealth managers might be considering shifting their attention to millennials as they try to capture those fees

Consolidator boosts assets by £50m with South West IFA buy

The acquisition will also add 10 advisers to the firm, which now has 240 advisers across the country.

The new skills you now need to survive in private banking in Asia

Private bankers have long done extra advisory work for clients – from researching the right school for their children to solving retail transaction problems

Chris Burch, Billionaire Investor Extraordinaire

Chris Burch shares his approach to investing and talks about his favourite investment — Nihiwatu, an eco-luxury resort he built on the Indonesian island of Sumba.

Ascot Lloyd planning push into wealth management

Ascot Lloyd is planning to launch a push into the discretionary fund management space early in the new year, managing director Pat O’Hara told Portfolio Adviser.

Chinese Wealth Manager Noah Plans 50 Hires in H.K. by Early 2016

Noah joins asset managers such as Springs Capital in tapping international appetite among wealthy Chinese clients.

Wealth management emerging as growth driver for banks

Banks now better understand their clients' financial motives and interests through reviewing their consuming as well as saving habits.

UBS named Best Global Private Bank again in magazine awards

UBS was once again named Best Global Private Bank and Best Bank in Asia at the Global Private Banking Awards last week.

UBS Adds Israel Wealth Bankers as Tech Boom Breeds Millionaires

The bank may add more people to the unit to meet demand

Citi Launches Wealth Institute for Top Advisors

Citigroup's top financial advisors are headed back to school.

They stake everything if the bankers of the rich do not take action in time

New customer demands, startups striving to take over and the potential in digitalization increasingly arouse their interest as well.

JPMorgan executive sees growth in private, transaction banking in Brazil

JPMorgan Chase & Co expects faster growth in transaction and private banking activities in Brazil following the exit of HSBC Holdings Plc, the bank's top executive in the country said on Friday.

Barclays to gauge interest in Asia wealth business sale

Barclays said yesterday its global wealth management revenue fell 17% to £227mn $342mn in the third-quarter from a year earlier.

He who owns the client rules the value chain: EY

Mr Whyte said: “While the likes of Hargreaves Lansdown, St James’s Place and Succession have different models, vertical integration has huge potential to be the dominant structure.

Business linked to James Bond author eyes expansion

It manages about $43bn in assets under administration, including $11bn in assets under management.

CBA integrates ESGs into wealth management

The new framework covers the bank's wealth management division

Banks need bigger share of wealth wallet

Wealth management still represents a growth area for the major banks, if only they can attract the right customers

Wealth and Asset Management