Managers of Wealth

CI Financial Reports Total Assets of $236.5 Billion for February 2021; Wealth Management Assets Reach $100 Billion for the First Time

All financial amounts in Canadian dollars unless stated otherwise.

WealthTech Views Report: Looking into 2021 - the view from SIX

With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX

Asia’s traditional wealth managers lag digital adoption

Although they still form a small part of the market, challenger banks are using digital payments as a gateway to wealth management growth, according to a KPMG report.

Brooks Macdonald assets break through £15bn mark

As a result, net flows at the group level are expected to be modestly positive for H2.

Hauck & Aufhäuser Switzerland rebrands after management buyout

The new CEO is Roman Limacher, who has been with the company for over 18 years.

Credit Suisse and Greensill: UBS Is Getting Involved

One of many hurdles in this race for CS: The Swiss bank's decision to unwind the funds has sent its Australian-British fund partner, Greensill Capital, into bankruptcy.

Jefferies Committed to Wealth Management, Executive Says

Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle

UBP launches small and mid-cap equity fund

The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.

Wells Fargo to end its Abbot Downing wealth management brand for the ultra-rich

Abbot Downing was announced in 2011 to combine multiple existing units at the bank that served the rich.

The future of wealth is female

If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers

CI Financial to Acquire New York-Based RIA

CI’s U.S. assets to reach $50 billion

Edelweiss Wealth Management’s Two Bets For The Next Five Years

Consumer tech in the unlisted space is where the startups exist

German private bank to set up digital currency trading and custody services

It predicts that there will be a major shift in the finance industry towards tokenized assets and it wants to be positioned to benefit from this shift.

Independent Wealth Management in Asia - Growing the Business in 2021 and Beyond

Moreover, digitisation is helping the independents build scale, reduce costs, improve the client offering and reach out to the next generations, while the industry is better organised and more skilful at communication their added value.

Savant Wealth Management reaches $10 billion milestone

The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services

Quilter preliminary results for the year ended 31 December 2020

2020 was a year that presented many challenges but our people have risen to them and have come through stronger with our business better positioned.

Clientis Group continues to grow sustainably even in the crisis year

The total operating profit ( profit from ordinary banking business) was 0.8% higher than the previous year at CHF 171.7 million.

David Solo's Role in Credit Suisse's Fund Debacle

The 55-year-old banker had a hand in a $10.1 billion debacle unfolding at Credit Suisse’s fund arm.

IQ-EQ’s Hong Kong and Singapore offices recognised by Citywealth IFC Awards for second year

Winners were selected by an international panel of highly respected private wealth practitioners from an array of leading legal and financial firms.

LGT Vestra gets ahead of the ESG regulatory curve

At LGT Vestra, these risks are measured or mitigated by applying various methods, including exclusion policies, a sustainable rating system, the United Nations Environment Programme Finance Initiative Principles, and a commitment to net zero emissions by

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Wealth and Asset Management