Managers of Wealth

Wealth manager rolls out responsible investment hub for advisers

In a bid to ‘open up conversations’ around the strategy

Julius Baer Profits Rise

Sustained improvement in gross margin contribution from recurring fee income – Seasonal slowdown in client activity – Solid net inflows – Capital position remains strong – Return on capital continues to be among highest in sector

VP Banks Signals More Expansion with New Hong Kong Office

This office space, which comprises our own floor, allows us to accommodate more than double our headcount.

Vistra completes acquisition of Newhaven

This transaction further solidifies Vistra’s global position as a leading corporate service provider and fund administrator.

Quilter Cheviot enhances MPS range with launch of ‘Building Blocks’ funds

Quilter Cheviot has enhanced its Managed Portfolio Service with the launch of eight new ‘Building Blocks’ funds.

Local Banks Gain As Credit Suisse Sucks in Subsidiary

When Credit Suisse closed 14 branches of its subsidiary bank Neue Aargauer Bank (NAB) and four Credit Suisse branches in Aargau last year, many clients took the opportunity to switch to competitors.

Schroders CEO sets focus on advice

Schroders already runs a joint advice venture with Lloyds, Schroders Personal Wealth, and owns a controlling stake in advice business Benchmark Capital.

Financial services group in talks to buy French private bank

Acquirer ‘aims to grow significantly’ in the wealth market

Tatton Asset Management first-half profit rises; upgrades annual guidance

Assets under management rose by a fifth to £10.8 billion and organic net inflows amounted to £652 million.

UBS Adjusts Advisor Compensation Plan to Reward Teams, Encourage Loyalty

UBS’s updated compensation grid incorporates just two factors: advisors’ trailing-12-month revenue production and their length of service at UBS.

Benjamin F. Edwards Partners with RBS Wealth Management

The full-service wealth management firm has a distinguished legacy spanning over 135 years and five generations.

Bravura Capital Takes a Stake in Venturi Private Wealth

Venturi Private Wealth has over US$ 2.1 billion in client assets.

Fiduciary Trust appoints regional MD

Firm Continues Nationwide Growth with Plans to Build a Southeastern Hub to Complement the Strength of Teams in Florida and Washington, DC

UBS celebrates 50 years in Singapore, as a window to the world, connecting people and ideas

Singapore is home to our first and largest UBS University in Asia Pacific, which has groomed some of the top bankers in APAC out of Singapore.

Wealth management office opens in Tokyo to service high net worth investors

The company has commenced operations with an on-the-ground team of over 35 experienced employees with the local knowledge and skills

Wall Street workers set for highest bonuses since 2009

This year’s bonus season on Wall Street should be one for the record books,” said Alan Johnson, managing director of Johnson Associates.

Schroders’ impact trust fundraise falls short of target again

The trust, which set out to deliver measurable positive social impact alongside long-term capital growth and income, was the first of its kind to list in London.

Charles Stanley takeover expected to complete in December

The group said it saw “record levels” of funds under management, up 7 per cent to £27.4bn at the half year end.

Coutts adds mortgage range to Twenty7Tec platform

With a minimum loan amount of £1m, Coutts’ products are aimed exclusively at high net worth clients.

Growing golf: Investec invests for a further four years

The event, hosted by the City of Cape Town for the fifth successive year, will take place at the picturesque Steenberg Golf Club, Cape Town.

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Wealth and Asset Management