Managers of Wealth

UBS in drive for $100m New York grand prix

Swiss investment bank UBS has been appointed by the organisers of the planned New York Grand Prix

World's richest bank is Chinese

The dismal performance of the British banks is illustrated in the latest edition of The Banker's Top 1,000 World Banks

James Hambro & Partners turns black & plans back-office service

James Hambro & Partners has marked its three-year anniversary by moving into profit

UBS Starts Gold-Vault Service in Singapore Amid Bullion Rout

UBS AG (UBSN), Switzerland’s biggest bank, started storing gold for wealth-management clients at a facility in Singapore,

Envestnet Completes Acquisition of Prudential Wealth Management Solutions

Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform

Axa Wealth closes pre-sale adviser helpline after post-RDR review

“These changes are designed to increase our support for our key adviser population through greater segmentation and tailored consultancy support.”

JPMorgan profits surge to £8 billion

The US bank is due to unveil its results next week and according to analysts' consensus forecasts

Wealth management opens doors for banks

Investment needs and the strategic transformation of banks fostered the rapid growth of wealth management business

UBS France Revenue Seen Rising 10% as Bank Talks to Authorities

UBS AG (UBSN)’s French unit has boosted revenue by 10 percent in the first half as it returns to profit

HSBC cuts Mediterranean private bank team after drug-ring investigation

HSBC has been embroiled in a string of scandals, including allowing itself to be used to launder Mexican and Columbian drug money, manipulation of benchmark interest rates such as Libor and the mis-selling of financial products.

Create separate wealth management division, RBI tells banks

Banks should segregate their wealth management service activities by setting up a separate department or division

UBS plans 100 mln Sfr revamp of Zurich HQ

UBS launches 2 and a half year refurbishment

Survey: Many CPAs Have Only Loosely Embraced Financial Planning

An in-depth research and editorial program aimed at identifying the key drivers of success for CPAs who offer wealth management and financial planning services.

Wealth managers Turn to Hedged Mutual Funds

Wealth managers are putting more client money into mutual funds that use hedge-fund strategies

St Galler KB sells part of Hyposwiss, to integrate rest

The St. Galler Kantonalbank, SGKB, strengthens its core business and will focus on the domestic market in Eastern Switzerland and the markets rest of Switzerland and Germany.

Wealth manages struggling with transformational change

These dynamics are further compounded by shifting demographics and existing challenges around operations, technology, and talent management.

London ‘third most successful financial centre in wealth management’

Switzerland held its spot as the number one city for wealth management and private banking activities in the survey

London still attracting wealthy foreign buyers

Despite the increased tax liabilities of high value property owners in London the city still remains an extremely attractive location and investment opportunity for overseas buyers.

Signature Bank in N.Y. Hires Citgroup Private Banking Team

Signature Bank in New York City has hired a private-client team from Citigroup (NYSE: C) and added two more bankers to head its existing groups.

Asset management in the social era - RESEARCH

This report seeks to identify the current state of asset management with regard to social media usage

Wealth and Asset Management