Managers of Wealth

May net inflows fall slightly at St James's Place

We remain encouraged by the inflows we are continuing to experience and expect June gross inflows to be similar to May

Private wealth service provider sets up UK estate planning unit

The new service has been set up by ZEDRA who specialise in helping people to plan for the future.

National Bank of Oman Wins Highly Acclaimed ‘Best Private Bank, Middle East’ Award

National Bank of Oman (NBO) has been granted the Highly Acclaimed: Best Private Bank, Middle East Award from Digital Banker’s Global Private Banking Innovation Awards 2020.

Whisky fund launched in Hong Kong

Alternative investments have become one of the most sought-after strategies by HNWIs in Hong Kong and Singapore.

Bankruptcies and the dangers of fixed income ETFs – SFAMA’s Fuchs

However, there are two categories of asset managers that he said are capable of expanding into countries in these regions.

Bellevue admits to accounting error in 2019 annual report

Not including the revised figures, Bellevue had announced a 30% rise in pre-tax profits to CHF 39m and group net after-tax profit of CHF 11m for 2019

GAM warns on profits as it takes £350m hit

The impairment charge means Gam expects to report a net loss of £338m for the first half of 2020, compared with a £42m net loss for the same period last year.

St James's Place funds continue to rise

Positive net inflows helped St James's Place increase its year-on-year funds under management in May.

Transformation of Wealth Management: Five Trends

Wealth Management firms that have not yet repositioned their business models and technology architecture need to future-proof their businesses.

Private banks to ramp up hiring for Chinese offshore wealth management

The banks now aim to increase hiring by up to 30% over the next year in these units.

The World's 50 Best Bars Launches Global Fundraising Auction

50 Best is committed to using its platform to help fight for equality in the hospitality sector.

Sanlam Global High Quality Fund Named as “Top Performer”

Well done again to Pieter and the team for adding yet another accolade to their growing roster which currently numbers 12!a

Multi-Family Office Opens VCC

The VCC will also allow funds to be re-domiciled in Singapore to better tap into Asian markets and enjoy tax incentives and treatments available to investment funds in the city-state.

Envysion Wealth Management sets up Variable Capital Company

The first sub-fund strategy under Envysion Global Investments VCC is a unique alternative investment in commodity trade receivables; specifically, in the receivables of nickel.

In The Digital Age, A Wealth Manager's Best Sales Tool Is Being Human

The winners of tomorrow – the wealth advisors who succeed in building highly successful bionic sales and distribution functions – will not be those who stumble serendipitously on some goldilocks recipe of human and machine.

Credit Suisse agrees deal to buy into Brazilian digital broker modalmais

Credit Suisse has agreed a deal with digital broker modalmais that could see it buy a stake of up to 35% in the Brazilian company, the Swiss bank said in a statement on Tuesday. Modalmais has nearly 1 million clients, to whom Credit Suisse expects to sel

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Wealth and Asset Management