Managers of Wealth

Julius Baer’s Bold Plans for its Asian Private Bank

Asia-Pacific CIO Bhashkar Laxminarayan wants to quadruple discretionary assets in five years.

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

A resolute strategy for the Swiss financial centre

And in order to enable the sector to continue its successful operations, three current topics are of vital importance

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

SBI wealth management product launched in Kochi

SBI Exclusif is targeted at the fast-growing affluent segment and was launched in Bengaluru and Delhi last year.

AIM-listed wealth firm rockets 17% on bumper results

The company executed its purchases through the period at an average price of 1.9% of client assets.

Asian wealth management is an increasingly elite business.

But a crackdown on money laundering since the financial crisis has lifted compliance costs.

RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro®

The new system allows advisors to better help clients identify, quantify and prioritize their goals.

Deutsche Bank eyes IPO for asset management arm

Deutsche Bank had revealed that it would be splitting its asset and wealth management businesses in a major overhaul.

Gary Cohn’s Goldman Exit Tops $100 Million

He leaves the Wall Street firm for a role in the Trump administration.

World’s Largest Private Bank Sees Euro Rally in Contrarian Call

The Federal Reserve is expected to gradually lift U.S. interest rates.

Puny Private Bank Defies Convention

The partner-run private bank earned 13.3 million Swiss francs last year on an undisclosed sum of assets.

UBS AG renews its contract with HCL

HCL will continue to deliver major Finance Operations services to UBS AG for the next three and a half years

WH Ireland sells freehold property in Manchester

The company would use the sale proceeds for general corporate purposes.

Fairstone bolsters Yorkshire presence with adviser acquisition

The deal was agreed under Fairstone's downstream buyout model.

SJP clients offered free advice by IFA amid concerns over charges

We’ll audit, analyse and advise you on your SJP funds and what your next move should be based on what’s in your best interests.

Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firmms For 2017

Regulatory changes and technological advances are shifting the wealth management landscape

Union Bancaire Privée sees assets rise to 118 bln Sfr in 2016

Net profit for the year rose to 176.4 million francs

Raising the independent wealth bar in Hong Kong

The new entity will be 100% owned by the four founders.

Wealth and Asset Management