Managers of Wealth

Old Mutual Wealth 'could be FTSE 100 firm’

Old Mutual has not decided how the business will be separated, although the wealth business has already attracted the attention of the private equity firms Cinven and Warburg Pincus.

Mirabaud Asset Management announce European Small and Mid-Cap Strategy available to GCC investors

Mirabaud Asset Management, the investment management arm of Swiss Mirabaud Group, today announced that its “European Small and Mid-Cap Strategy” is now accessible for its GCC investors.

Waverton acquires funds specialists

The purchase was made for an undisclosed sum and remains subject to regulatory approval.

Old Mutual Wealth boss takes new game in his stride

The handful of conglomerates that remain on the stock market are historical anomalies.

UBS Said to Mull Relinquishing Its South Korea Banking License

The Zurich-based lender informed regulators of the plan, said the person said, who asked not to be identified because the discussion was private.

Wealth and fund firm heads back Vote Leave

Other big names featured include Tim Martin, chairman of pub and restaurant chain JD Wetherspoons.

Wealth Management Product Assets in China Surpassed US$1.3 trillion in 2015

Mutual fund AUM also surges during the year, crossing RMB8 trillion

Asset Picks From Top Wealth Management Firms

Why wealth managers are telling clients to avoid dramatic portfolio changes

Sentinel AM Signs the UN-Supported Principles for Responsible Investment

Sentinel Asset Management, Inc. announced that it has signed the UN-supported Principles for Responsible Investment, known as PRI. The PRI initiative is recognized as the leading global network for investors and financial industry participants who are com

Raymond James’s Deutsche Deal Shines, But Threats Loom

But, with deal’s closing still months away, Raymond James now has to keep them from being poached by rivals.

The Price is Right: Wealth M&A Surges

But while these three examples highlight that M&A is still a viable strategy for larger wealth firms, our Deal Tracker assessment indicates that consolidation has gained most momentum among smaller institutions.

Private bank crowned "Best Foreign Private Bank in the Middle East, 2016"‎

We're honored to be recognised in this way. I'd like to thank each and every one of our employees for their unwavering commitment to serving the needs of our clients, who rely on us to bring them the very best ideas from around the world each an

The asset management brontosaurus wakes up

The industry still has much work to do to fulfil its potential, says Sophia Grene

UBS Wealth Management Americas and UBS Asset Management Launch Outsourced Chief Investment Officer Program

OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.

Investing in robots to cut compliance costs

The emerging markets-focused British bank has set up a new lab called the eXellerator in Singapore in an attempt to bring theoretical ideas from Silicon Valley to life.

Schroders dumps PwC as its auditor after 57 years

Investors have intensified their focus on auditor independence in the aftermath of the financial crisis. Questions were raised about why the big four accounting firms

Asset Picks From Top Wealth Management Firms

Why wealth managers are telling clients to avoid dramatic portfolio changes.

Old Mutual share price: Worldpay backers mull bid for group’s wealth business

The Sunday Times reported yesterday that some of America’s biggest buyout funds were preparing bids for Old Mutual’s £4.5 billion wealth management arm.

Spin-off of UBS’s wealth management business, Crestone, suffers another delay

It’s the third time the Swiss bank has been forced to tweak the exit schedule.

Schmoozing The Inner Circles Of The Super-Rich

Digital Forum, which launched the Family Office Association earlier this month, is one such group, offering investment professionals who work with family offices the opportunity to e-schmooze with peers

Wealth and Asset Management