Managers of Wealth

Brooks Macdonald backs cost-cutting drive to buck market falls

The efficiency measures that we recently announced combined with ongoing cost discipline will help deliver greater value from this opportunity.

SJP reports £10.3bn inflows

The continued strength in retention of clients and their investments resulted in net inflows of £2.6 billion in the final quarter

Alpadis acquires Labuan trust business

Alpadis Group acquires the Labuan Trust Company business from KPMG Labuan Trust Company Limited, expanding its core team, client base and cementing the Group’s leadership position.

Brewin Dolphin Q1 total funds down 7.7 pct

The first quarter has been characterised by lower market levels and ongoing macro-economic uncertainty.

Property investment, rising wages, and higher employment - is the UK economy poised for a post-Brexit boost?

Political chaos has taken the focus away from the UK's growing economy

The ‘How’ of Insurance Solutions for Asia’s HNWI Clients

How do insurers fully understand the needs of their clients and ensure that they provide the optimal solutions?

AJ Bell assets under administration slip 4% amid choppy markets

The drop in AuA was limited somewhat by a rise in net inflows as customers continued to sign up to the company's platform,

VP Bank Reports Record Net New Money Inflow

Operating expenses amounted to approximately CHF 232 million (2017: CHF 229.8 million).

UBS pins future hopes on wooing ultra-rich Americans

UBS, the world’s biggest wealth manager, merged its US and international private banking teams a year ago and recently unveiled bold plans to reconnect with American millionaires.

Fleeing Clients Are Grim Reality in Banks' Push to Manage Wealth

Even before the market meltdown, the competition for managing fortunes had been fierce.

Great-Grandson of Swiss Banking Legend Set to Start Own Bank

After receiving a banking license from the Swiss Financial Market Supervisory Authority at the end of 2018, the final preparations are now under way.

Baillie Gifford and JPMAM fall from grace in FE rebalance

Architas and Pimco climb to top of the table for the first time

If investors don’t overhaul banker pay, populism will

The news last week that Santander was abandoning its planned hire of UBS investment bank boss Andrea Orcel as chief executive, highlighted an odd side-effect of those pay reforms.