Managers of Wealth

China's tech boom triggers gold rush for Asia's private bankers

Asia's biggest wealth manager UBS, for example, has increased its Asia Pacific wealth management staff by 8 percent this year to 1,120.

Chris Gilchrist: Beware relying on platforms for client reporting

Several of the adviser-led platforms now have quite brilliant reporting functionality. Asset allocation, cashflows, tax reporting, market commentary

Brewin v Charles Stanley: A leading employment lawyer's verdict

It is a case that the whole industry is watching with interest

Rowan Dartington in double office launch as profits surge 350%

The group attributed growth to an increase in management fees

Ex-Skandia head of wealth planning launches consultancy

Plans to offer consulting to the wealth management industry internationally but will focus initially on both the UK and Europe.

New trends in managing the art wealth of private collectors

There are significant opportunities for clients and trustees to adopt best practices and benchmarking from museums.

Credit Suisse pay plan gets more opposition at shareholder meeting

Credit Suisse faced increased opposition from shareholders to its pay plan on Friday, as the Swiss lender became the latest major bank to come under attack over

The Asset releases Triple A Private Banking, Wealth Management, Investment Awards rule book

The Asset has issued the rule book for The Asset Triple A Private Banking, Wealth Management and Investment Awards 2014.

STOXX launches China brand

It has also licensed a number of its flagship products to Asian asset managers seeking to provide investors exposure to European stocks through passive investment vehicles such as ETFs.

Standard Chartered Q1 Operating Profit Falls

The following commentary on the Group’s first quarter performance excludes the impact of the UK bank levy, estimated to be around US$350 million for the full year, and the Own Credit Adjustment. Unless otherwise stated, all comparisons will be made

Korean Banks Struggling in Overseas Private Banking Markets

Those that have launched wealth management and private banking programs for foreign customers have already withdrawn their business, and the others are postponing their plans.

Smart Beta: wealth managers recover appetite for EM risk

Micro cap UK/Europe, and EM equity should be the big surprises,’ of 2014

Norway Wealth Fund Wins Labor Backing to Buy New Asset Classes

The 53-year-old is the front-runner to become Labor Party leader to replace Jens Stoltenberg

Stock Investment And Wealth Management Service Motif Investing Raises $35 Million

Retail investors in the U.S. looking for ways to play the stock market have several startups offering them services, and now Motif Investing has raised $35 million in late-stage funding from new backers to take its services worldwide.

Arbuthnot Banking Has Starts Year Well, Says Chairman

Arbuthnot Banking Group PLC Chairman Henry Angest Thursday told shareholders the company has started 2014 well.

Axa Wealth reports 20% rise in Q1 sales

Axa Wealth has reported a 20 per cent increase in Q1 sales, from £689m last year to £827m this year, driven by a surge in Isa new business.

Middle East’s ultra-rich eye second nationality

The highest number of wealthy business people seeking second citizenship comes from Pakistan, followed by Lebanon, Egypt and Syria.

Coutts braced for hit from US tax inquiry into Swiss bank clients

Coutts said it was ‘taking a judicious approach to its involvement’ with the US Department of Justice settlement

BRI Wealth Management grows with Shropshire acquisition

The expansion means that BRI will have a second office in the Bridgnorth area, which will continue to be run by existing Walter Financial Planning staff.

European Wealth lists on AIM with £16.6m market cap

European Wealth has completed the reverse takeover of its parent group and this morning began trading on AIM.

Wealth and Asset Management