Managers of Wealth

SJP dumps Pimco for Invesco & Schroders in multi-asset overhaul

Investors in the Multi Asset fund will also benefit from a reduction in the external management charge.

Israeli bank looks to pull out of Swiss private banking

The private-banking operation is losing money despite its takeover of a local riva

Royal Bank of Canada joins Ibos network

RBC is known for its leading edge Global Banking Service that provides value to our customers

The expat’s champion — Asset allocator with Sanlam

Champion’s background on the UK private discretionary fund management side, including MGM Assurance and Pavillion Asset Management, has therefore become infused with a global perspective.

America's Top 40 Wealth Management Firms

In the fiercely competitive arena of managing serious wealth, Bank of America has just rung the bell.

UBS shifts Dubai rep office to Abu Dhabi, retains DIFC advisory

UBS has been scaling back corporate advisory and investment banking services for ultra-rich clients

Singapore 'a global hub for wealth management'

Singapore is poised to challenge Switzerland as one of the world's largest wealth management centres

Broadstone sells wealth management arm

Broadstone provides wealth management services to private clients, pension funds, charities and companies.

A tougher game

Small updates on the precarious art of wealth management

UBS' Kelvin Tay comments on investment prospects in MENA

Unique challenges

How ‘best wealth manager’ lists mislead you

Assets under management are largely meaningless in helping you pick a professional

Salamanca launches multi-jurisdictional private office division

Established in 2002, Salamanca provides services in investments, advice, corporate risk services, business intelligence and investigations, and private office.

Meet London's longest-serving private bankers

Many bankers today weren't born before Big Bang, let alone worked through it.

RHJ International completes conversion of co-investors' interest in Kleinwort Benson Group into RHJI shares

RHJ International today announced that it completed the conversion of the co-investors' interest of 35.13% in Kleinwort Benson Group into RHJI shares.

London-based wealth management firm to charge percentage of profit

The new pricing regime has been implemented after the company had achieved maximum investment growth for clients over the past two years by investing in top-performing funds.

How experienced investors view their wealth

The main reason for this, is that specialist wealth managers, tend to have a flat structure

UBS launches 50th anniversary in Asia celebrations

To commemorate the 50th anniversary, UBS Singapore announced the launch of the UBS Singapore Youth Academy

‘Dinosaur’ Private Banks Losing to Startups, ABN Amro Exec Says

Digital financial companies are increasingly poaching clients

Walker Crips eyes acquisitions and regional expansion in centenary year

‘There are obvious gaps in our branch network. We are not going out aggressively to fill those gaps, but we will be opportunistic.’

Wealth managers take profits after frontier markets reshuffle

Fund buyers are taking profits in frontier markets after the recent reshuffle of constituents and a strong run of performance.

Wealth and Asset Management