Managers of Wealth

Quilter reports positive trends in Q4 net flows

Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).

Brewin Dolphin announces QT Update

Brewin Dolphin has announced a trading update for the first quarter of its financial year ending 30 September 2020.

5 Emerging Investment Trends for Wealth Managers in the 2020s

From blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.

Sun Life's asset management arm seeks private debt acquisition to aid expansion

The middle market comprises companies with revenues ranging from tens of millions of dollars to $1 billion.

UBS Private Wealth Team in San Francisco Jumps to Wells Fargo

Seidler and Cattich joined the “private wealth financial advisors group” of about 700 brokers that Wells Fargo Advisors created a year ago to coordinate services for the very wealthy.

Quilter to spend £20m a year on buying advice firms

QPCA is targeted at wealthy clients, people with more than £150,000 of investable assets.

HSBC Singapore launches wealth management solutions

Singapore is often used as the pilot site for the development of digital solutions that will strengthen our foothold as the Asian wealth hub serving HSBC customers with international needs.

Credit Suisse Shed U.S. Private Bank With Designs on Reviving It

They also show how the bank tried to retain its richest clients and left the door wide open to re-enter the market with a different pay structure.

Swisspartners expands into Asia with Singapore office

‘Singapore is the gateway to Asia and is well-placed to benefit from the growing wealth of entrepreneurs

Deutsche Bank WM to launch funds focusing on CIO views

Clients will also be able to add thematic investments to their core allocation.

Wealth management firm merges to create $1.8B RIA

The combination pairs Perigon's track record of working with technology industry executives and handling complex public and private equity compensation arrangements with RLP's expertise in sustainable, values-driven investing strategies.

Private equity investment firm launches bid for national IFA

Harwood Capital has until 25 February to present formal offer for Manchester-based IFA

BNP Paribas bullish on equities despite global growth concerns

Bank’s wealth management division says it is advising clients to go easy on fixed income

Trust has one key mission - to preserve the 'real' value of investors' wealth

'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'

Queen's banker bullish on 'unloved' UK stocks

Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.

Charles Derby Group rebrands to Quilter Financial Advisers

Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.

Netwealth to tap growing HNW demand

A number of Netwealth's product solutions have been offered on an ad-hoc basis in the past, with different clients taking single aspects to suit their needs.

LLB (Österreich) completes migration to the LLB Group core banking system

Liechtensteinische Landesbank AG and Bank Linth LLB AG have been using Avaloq as their core banking system software for a number of years

BTG Pactual opens first Europe wealth office to tap Brazil expats

The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.

$45bn wealth firm drops model portfolio in fund streamlining effort

Avantax Wealth Management has begun rationalizing its model portfolio lineup following the merging of 1st Global's and HD Vest’s wealth management teams.

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Wealth and Asset Management