Managers of Wealth

Swiss and Global AM bond fund targets emerging markets at turning point

Swiss and Global Asset Management has launched an unconstrained emerging market bond fund that aims to achieve annual returns of between 6 and 10 per cent.

Axa Wealth drops large portfolio charges

Axa Wealth has reduced charges for larger portfolios on its Elevate investment platform.

UBS hires 88 wealth advisers in Asia this year

The advisors are based largely in Hong Kong and Singapore, UBS's key wealth management centres in Asia, bringing the total number of client advisors in the region to 1,120.

Rich North Americans abandon asset advisers at faster pace: Study

Despite a surging stock market that made North American brokers and their clients wealthier in 2013, investors left their brokers at a higher rate than in 2012

Opportunities And Challenges Abound For Yacht Industry In Southeast Asia

Southeast Asia is still a new and uncharted market for the yachting industry, presenting huge opportunities as well as complex challenges for companies seeking to grow their business

WH Ireland could close offices as it launches cost cutting review

‘We have a high cost-to-income ratio and are focusing on reducing our cost base. We are reviewing our smaller accounts,’ Killingbeck said.

Wealth boss sells down £760k stake in business

The chief executive of Bromsgrove-headquartered AFH Financial Group has sold almost £800,000 worth of his shares in the firm.

Sallie Krawcheck: Women, Ask For A Raise!

During the economic downturn, women lost finance jobs in greater numbers than men.

Nedbank Private Wealth appoints UK advisor

The Manchester-based company will provide advice to UK-based clients of the bank

Brewin Dolphin shuts two offices for Bournemouth launch

The announcement is the latest episode in the ongoing rationalisation of Brewin regional network

SEI Launches Innovative New Website for Private Wealth Management Clients

The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective.

Ultra rich look to pour cash into commercial real estate

Typically HNW individuals are active asset managers

Ashcourt Rowan completes UKWM acquisition

This increases its nationwide footprint to 17 offices and its assets to over GBP5 billion, of which GBP2.2 billion is discretionary and managed.

Wealth manager swoops on London-based IFA firm

A wealth management firm in Cheltenham has sealed a deal to buy a London-based independent financial advisory firm.

Liontrust assets rise but net inflows down on previous year

Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.

Ex-ABN Banker, Wife, Daughter Found Dead at Home

Former ABN Amro Group NV Netherlands Chief Executive Officer, his wife and a daughter were found dead at their home yesterday after a possible “family tragedy”

The Connection Between Technology and Profit in Wealth Management

Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.

Workplace pensions "a total no-brainer"

The changes in pensions legislation, which were announced by Chancellor George Osborne in the recent Budget

Direct Lending Takes Off in Europe

U.S. Investment Firms Offer Funds to Companies as Continent's Lenders Pull Back

Switzerland’s third-largest wealth manager Seeks Deals to Tap Latin American Millionaires

Switzerland’s third-largest wealth manager, is searching for deals in Latin America where millionaires are increasingly banking onshore.

Wealth and Asset Management