Managers of Wealth

Old Mutual Wealth doubles net sales in Q1

Old Mutual Wealth has more than doubled its net sales to £1.1bn in the first quarter of 2014

Winners Of WealthBriefing European Awards 2014

Awards were granted not just to institutions but to individuals who have made particular contributions to an industry that has faced a mass of challenges in recent years.

ABN Amro Profit Hurt by Bad Loans

Dutch bank ABN Amro Group NV said Friday that first-quarter net profit fell 25% as it set aside more cash to cover bad loans and on costs related to the rescue of a local rival.

Triple award win for RBC Wealth Management

The award winners were selected by a panel of judges from a list of shortlisted firms who had made submissions highlighting their accomplishments over the previous year.

Recruiting has Become a Private Equity Game

Over the last 18 months there has been a significant shift in the “process” of recruiting in three different tiers of the world of wealth management.

Former UBS, Wells Fargo advisers to use Raymond James' platform

The Investment Advisors Division of Raymond James Financial provides custodial and support services

Julius Baer reports high Asia asset transfer of Merrill Lynch acquisition

Julius Baer also confirmed that it completed the transfer of Merrill Lynch’s IWM business

Envestnet Launches Education Portal

Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors

DBS looks to grow wealth management and fees this year

DBS yesterday opened a new branch in Taipei’s Zhongzheng District

Van Lanschot - Implementation of wealth management strategy on track

Client assets grow to € 55.9 billion

Kleinwort Benson Wealth Management AuM marginally down

Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).

Kleinwort Benson Wealth Management AuM marginally down

Banks say bonus clawback rules may be unenforceable

Lobby group BBA responds to tough new proposals from the Bank of England

UBS becomes title sponsor of Art Basel Hong Kong

UBS has signed on as title sponsor of Art Basel Hong Kong, which is expected to welcome 5,000 guests to 50 events at the Hong Kong Convention and Exhibition Centre over the next several days.

Do You Have What It Takes to Be a Private Banker?

The Wall Street Journal’s Wei Gu talks about the qualities needed for the job.

WealthSelect helps Old Mutual sales double to £1bn

CEO Paul Feeney said: "We are taking high quality wealth management services and making them available to all retail investors through our platform where they can view their investments at any time via our new online customer centre.

Bank of Nova Scotia looking for buyer for minority stake in wealth management firm

Bank of Nova Scotia is looking for a buyer for its $3.8-billion minority stake in wealth management firm CI Financial Corp.

Wealth and safety - Asset allocator with RBC Wealth Management

David McFadzean of RBC Wealth Management on favouring the long game

Standard Life launches discretionary service on Wrap

Brewin Dolphin, Seven IM and Liontrust among discretionary providers to go live on platform in April

Nedbank Private Wealth announces strong growth in new business

Another impressive performance from this multi-award winning business whose reputation as a bank focused on applying sound morals continues to grow.

Wealth and Asset Management