Managers of Wealth

BNP Paribas Suisse suffers CHF 360m net loss in 2020

This compares to a CHF 13.9m loss in 2019.

CI Global Asset Management Announces Portfolio Management Changes

CI GAM is appointing portfolio managers with specialized expertise in those sectors and extensive experience in managing other mandates in those asset classes, as shown in the table below.

Key Private Bank Expands Use of Charles River® Wealth Management Solution

Key Private Bank has also enhanced its use of the platform, adopting compliance, data services, IBOR, and performance measurement and attribution capabilities.

Wealth management giant partners with professional golf association

The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.

Standard Chartered Private Bank’s Regional ASEAN & South Asia Head on The Path to Future Growth

The bank has focused a lot of effort on client engagement

Three UBS Advisors in Long Island, New York, Named to Forbes/SHOOK Best-in-State Wealth Advisors List

Paul, Matt, Brian and their team continuously provide their clients with the highest level of expert financial advice with responsive, personal service.

HSBC Raised to Buy by Citi on Asia Wealth Potential

While HSBC’s shares in Hong Kong have risen 17% this year

HSBC Asset Management combines alternatives capabilities to establish HSBC alternatives

The firm’s alternatives assets have doubled over the past four years and the creation of a single business unit is the next step in its strategy to reposition the business as a core solutions provider and specialist Asia, emerging markets and altern

UBP Impact Funds now also available on Nucleus and Elevate platforms

The UBAM – Positive Impact Emerging Equity Fund, which marked its one-year anniversary last month

Michael Blake doubled UBP Asia’s assets and he’s not done yet

How Michael Blake doubled UBP’s asset base in Asia in five years, and where he sees China heading next.

Sanctuary Global Welcomes Excelsis Global Private Wealth

Eight advisors join forces to form internationally focused team, sweeping Wells Fargo's international business across South Texas

Morgan Stanley Looks to Shed Wirehouse Comparisons, Take on Schwab

The wirehouse comparison is too narrow because our business model and our performance are clearly different,” Saperstein, who was recently elevated to co-president of Morgan Stanley and heads the wealth division.

Leonteq Flags Record Profit

Full results are due in July 22, but it is already clear that clients clamored for structured products this year.

Dubai's Shuaa Capital launches digital wealth management arm

Shuaa's launch comes as number of tech-focussed investor base grows in Middle East

Ares Management and Maven Capital Partners back acquisitive new business

Titan Wealth Holdings looks to grow assets under management to £20bn-£30bn over next 5 years

Credit Suisse Chairman Knighted for Lloyds Job

Before joining the Swiss wealth manager just six weeks ago, he had run Lloyds for a decade.

Fund Woes Unmask Credit Suisse «One-Bank» Client

The Swiss bank now seeks $1.2 billion from Gupta following the collapse of a $10 billion line of supply chain funds.

Old Mutual Wealth investment platform rebrands to Quilter

The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.

Lugano private bank teams up with AI firm to structure portfolios

Banca Credinvest and MDOTM will structure portfolios to adapt to financial markets’ dynamics, thanks to an analysis of trends and correlations between asset classes.

UBS Remains in Race for Dutch Asset Manager

The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.

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Wealth and Asset Management