Managers of Wealth

UBS Pursuit of Brazil High-Frequency Trading Brings No. 1 Rank

Barclays Plc and Deutsche Bank AG are among companies that have scaled back their equity teams in Brazil

Is Coutts’ suitability warning the tip of the iceberg?

‘I think the regulator has spent a number of years warning, advising and throwing “last chance saloon” opportunities at investment companies,’ he said.

SMBC Trust Bank to expand services for Japanese HNW's

SMBC Trust Bank Ltd. seeks to boost headcount from 170 through hiring as well as transferring staff from Sumitomo Mitsui’s core banking unit, Executive Director Chiharu Yamada said in an interview on June 11.

Nomura launches new Wealth Management business division

A new Wealth Management business division will be established within the firm’s Retail division, integrating the current Japan Wealth Management Group with the Asia Wealth Management business.

International Asset Monitor rebrands to IAM Advisory

The change has been effected to reflect the comprehensive range of investment advisory services that the company provides, with detailed performance monitoring and analytics forming only a small, yet important, part of the whole.

Profits follow Walker Crips' 'substantial transformation' of investment

Group delivers £2.5 million pre-tax profits inclusive of one-off investment disposal gains

Coutts’ suitability review set to include investment bonds

The emphasis for potential mis-selling is not on the investment management side

Citadel’s profit rise helps Peregrine return to profit

Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.

What if the caution of the 'super rich' ebbs?

Canny caution or bumbling oversight, the world's richest people have retained huge stockpiles of zero-yielding cash throughout the recent surge in financial asset prices.

RBC Wealth Management US CEO Reports On 'Blue Water Day'

On June 12, 2014, RBC will be conducting its annual Blue Water Day

No sale plans for Quilter Cheviot as it undercuts rivals

Quilter Cheviot is undercutting many of its rivals by offering discounted all-in fees of 0.5% to 0.6% in a bid to boost assets.

Citadel’s profit rise helps Peregrine return to profit

Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.

UBS Outranks U.S. Wealth Managers as U.K. Banks Retrench

U.S. and Swiss-based institutions continue to dominate the higher reaches of the ranking

Frontier market specialist collaborates with Kolo Toure to launch Footballers Fund

Launched a fund offering African footballers wealth management solutions

Wealth company joins finance expert

A FAMILY-RUN North-East wealth company has joined a finance expert

Caceis and Edmond de Rothschild seal Luxembourg deal

The deal involves assets of more than €20 billion. The 110 Edmond de Rothschild employees join Caceis, a French bank and asset servicer, on October 1.

Absa Wealth reinvents itself

Aims to become go-to stockbroker for young South Africans

Barbarians at Gate for Swiss Boards as Activist Investors Rule

Swiss directors beware: that role now comes with an ejector seat.

Malaysia Seeks To Pioneer Islamic Wealth Management

More than 300 delegates involving policy makers, research institutes, government agencies, practitioners and scholars are attending the conference.

Aberdeen Asset Management CIO wins 100 WHF 2014 European Industry Leadership Award  

Anne Richards, chief investment officer of Aberdeen Asset Management, will be presented the 100 Women in Hedge Funds 2014 European Industry Leadership Award at its London Gala in October 2014.

Wealth and Asset Management