Managers of Wealth

UBS Wealth Management Americas Introduces Innovative Educational Portal for Equity Compensation Plan Participants

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide

ANZ wealth division profits up 11%

ANZ Smart Choice Super now has over 270,000 customers

Schroders wealth revenues jump 90% through Cazenove buy

Net inflows £3.8 billion

Bryn Mawr Wealth Assets Reach $7.4 Billion

We were pleased to see the continued increase in our quarterly earnings

JP Morgan pushes for market share following sales team restructure

JP Morgan Asset Management head of UK field sales Mike Parsons has spent much of the past year realigning the company’s sales team and expanding its product range to meet the changing demands of the post-RDR market.

SJP rejects concern over conflict of interest

St James’s Place has “nothing to fear” about a forthcoming FCA thematic review into conflicts of interest at firms that recommend in-house funds, David Bellamy has said.

Henderson sells £1.5bn multi-manager to Old Mutual Wealth

Cirilium is an investment joint venture between Henderson and adviser network Intrinsic

Swiss Private Bank bars staff from entering France - report

Investigating over allegations it illegally sold products to avoid French taxes

Manulife Financial profit jumps on investments, wealth fees

Manulife Financial Corp said on Thursday its first-quarter profit rose by more than 50 percent as a stronger investment performance and higher wealth management fees more than offset weaker insurance sales, but the results just missed analysts' estim

UBS bars some staff from going to France: report

French judicial authorities are investigating UBS over allegations it illegally sold products designed to avoid French taxes.

J.P. Morgan Launches Next Generation Target Date Compass Program

J. P. Morgan Asset Management is announcing a major upgrade to Target Date Compass, the groundbreaking tool that advisors use to help plan sponsors make informed target date fund selections.

Bertarelli family-backed Northill Capital acquires majority interest in Longview Partners

Longview Partners is a specialist asset management firm focused on global equities portfolio management, based in London and Guernsey.

Q2 WM Outlook: how these readers are managing equity risks

Much of the remainder either reported running down equity allocations or reorientating exposure toward lower-beta areas of the equity markets.

Country hot-list in offshore wealth revealed

As offshore becomes a dirty word in wealth management globally, a report published on Tuesday from Aite Group shows who’s who in offshore wealth for the world’s wealthy.

Morgan Stanley exits European wealth business

Excellent fit of advisory business for UHNW private clients across EMEA and Latin America

Duke of Westminster heads south of the river over London housing bubble fears

Property company owned by one of Britain's richest men is worried the high-end residential market is overheating

Wealth manager snaps up Shropshire IFA

Midlands-based BRI Wealth Management plc has acquired Bridgnorth-based financial planner Walter & Co Financial Planning Ltd for an undisclosed sum.

FTSE 250 wealth management company announces extended partnership with Lacrosse Scotland

The FTSE 250 wealth management company announces its extended partnership with Lacrosse Scotland until 2017.

Deutsche Bank Targets BlackRock's $7 Billion China ETFs

BlackRock’s two China exchange traded funds just got some serious competition, this time from the Germans.

RBC wealth focuses on adviser growth, not acquisitions

Royal Bank of Canada's wealth management division has firm targets for growth, aiming to add both advisers and assets every year

Wealth and Asset Management