Managers of Wealth

Julius Baer enhances presence in Panama

With this step Julius Baer will enhance its existing presence in this important market, enabling the Bank to capitalise on the growth momentum in Panama and other Latin American countries.

Canaccord Genuity Wealth Management generated $51.2 million in revenue in Q2

"I'm confident that our improving pipeline of activity combined with our focus on cost-containment should provide for better results in the coming quarters."

Gold miner sells fifth of its shares to wealth management firm

"This (deal) has allowed us to plan for 12 to 18 months, but in the long term it brings in a very solid investor with a long-term view," he said.

Manulife Profit Tops $1-Billion on Wealth Management, Investment Gains

Manulife Financial Corp.’s third-quarter profit rose to more than $1-billion, or 54 cents per share

Citywire Wealth Manager Investment Performance Awards 2013: winners revealed

We unveil this year's Citywire Wealth Manager Investment Performance Awards in association with Asset Risk Consultants.

Asia's billionaire club grows as Europe's shrinks

Wealth-X and UBS Billionaire Census 2013 shows Asia as fastest growing region with 18 new billionaires in 2013

Old Mutual Third-Quarter Sales Rise 11% on Wealth Business Gains

Old Mutual plc Interim Management Statement For the three months ended 30 September 2013 Operational performance remains strong

Rathbones' charity assets jump 35% to hit £2.5bn

We’ve seen growing interest from a range of charities

Surevest Wealth Management Launches Platform for Recruitment

Surevest Wealth Management previously Surevest Capital Management—announces the answer for advisors seeking the balance of high value support services with the independence of managing their own practice.

Swiss Private Bank Opens Philly Wealth Management site

UBS, the Swiss global financial services company, said Wednesday that it has opened a new private wealth management office dedicated to serving the firm’s ultra-high net worth clients

RBC announces capping of five RBC Corporate Class Funds

RBC Global Asset Management Inc. today announced that effective November 12, 2013, five RBC Select Classes, held in the RBC Corporate Class structure, will be closed to new and additional investments

Most Swiss bankers believe banking secrecy's days are numbered

In our opinion the "whiter than white" strategy of the Swiss government and parliament may be obsolete

Edmond de Rothschild AM eyes China’s “new economy”

The strategy follows the direction of future reforms in the country.

Swiss Private Banks Need to Double Assets, KPMG Reports

Swiss banks need on average to double the assets they manage in order to remain in business as mergers increase among the wealth-management companies

Barclays cuts 450 UK jobs at private bank and call center

Affected staff are expected to be notified by the end of this month.

Legal provision weighs on HSBC private bank unit

The bank's home markets of the UK and Hong Kong were responsible for more than half of the group's profits.

Brooks Macdonald joins with IFA to offer portfolio management

The Bespoke Portfolio service is designed for private clients who require an individual investment portfolio constructed to reflect their investment objectives, tax status, attitude to risk and other personal circumstances.

Barclays Africa to Combine Wealth, Asset Management Businesses

Barclays Plc’s South African unit plans to combine its wealth, asset management, stock broking and investment administration businesses.

Eric Syz awarded “Industry Leader”

The award ceremony was held in Geneva on 30 October 2013.

Private Client Indices, ARC Charity Indices

The Q3 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.

Wealth and Asset Management