Managers of Wealth

Zurich digital WM CEO: ‘We want to be the main provider for retail investors’

‘Roughly two thirds of customers invest for the first time. They often will not invest all of their money in us,’ he said.

SFAMA and AMP Switzerland to merge

The former chairman of the AMP and president of SFAMA is president of the new association.

Jersey wealth managers merge

As UK financial planning firm agrees eighth M&A deal of 2020

Asian equity monthly by Nikko Asset Management

This is a big positive change versus the response post the Global Financial Crisis

How Schroders has cultivated and kept female talent

In a Q&A with Wealth Manager, Schroders global HR boss Emma Holden explains what the firm has put in place that has led to a lower turnover rate for female managers than male.

‘Wired to make money’: Barclays’ private bankers serve ultra-rich, as watchdogs sound alarms

The FinCEN Files investigation exposes tensions between British bank’s New York and London operations.

Hong Kong banks see bigger role in GBA wealth management

High net worth individuals will help drive business growth in bay area, says Moody's

Asset manager signs deal with wealth firm to bolster LatAm arm

As it targets offshore investors from Argentina, Panama and Uruguay

In conversation with Farah Ballands, CEO

In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.

Investment Performance Awards 2020: Shortlists revealed

This year’s awards will credit those wealth firms that have delivered strong returns for clients in these tough market conditions.

Klaus Wellershoff says WMs treat clients ‘miserably’ and must improve

If clients really understood how miserably they were treated, there would be a huge pressure for those who do not do well to level up their business,’ he said.

How wealthy families view the markets now

The pandemic and the response by governments and central banks have the rich on the defensive worldwide, according to a survey from Citigroup's private bank.

Julius Baer Overhauls Pay

A new scheme disclosed to the bankers on Wednesday will replace two separate bonus plans including one where advisers were rewarded heavily based on hauling in fresh assets.

Investec Wealth & Investment throws hat into ring in MPS price fight

AMC of 0.2% makes model portfolio range one of the most competitive on the market

Deutsche Bank wins dismissal of Warburg’s cum-ex suit

Warburg did not pay any capital gains tax for these trades but had it offset against its corporate income tax.

Coutts to close accounts of expats in EU

Private bank had to make ‘difficult decision’ amid Brexit uncertainty

Duo With $225M In Assets Exits Wells Fargo To Launch RIA Under LPL Umbrella

The duo takes a holistic approach as they help clients structure customized portfolios to address specific financial goals, and they are committed to building personal, long-term client relationships.

UBS calls in McKinsey to explore merger with Credit Suisse

A merger between the two heavyweights has reportedly been considered by executives at both banks over the years, especially as their goals and methods have become ever more synchronised.

Here, private banks have no chance against retail banks

Private banks are turning much bigger wheels than retail banks usually do.

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Wealth and Asset Management

Positive event risks for gold