Managers of Wealth

Caution's The Investment Watchword For UOB Asset Management

It agrees with the International Monetary Fund that has forecast global real gross domestic product to grow by 3.4 per cent in 2020.

UBS Wealth Bankers Get Dose of Credit Suisse Tonic in Khan Plan

Star hire is dismantling units and cutting hundreds of jobs

GAM warns profits to tumble as assets shrink

This results in expected total group AuM of approximately CHF 132 billion2 as at 31 December 2019 compared to CHF 132.2 billion1 as at 31 December 2018.

Peter Hargreaves uses £100m HL stake to create charity business

Peter Hargreaves is planning to set up a £100 million charitable foundation financed through shares in the stockbroker bearing his name.

Orchard Street acquires London industrial estate for UK wealth manager

The four units – situated on a seven-acre site within Chessington’s industrial estate on Cox Lane – is fully-let to three tenants.

Where JPMorgan Sees the Best Alternative Bets

And where its quant strategists see a bubble building.

Goldman Reveals It’s Still A Small Player In Pursuit Of Wealthy

Goldman’s new focus on wealth management and consumer banking is part of his effort to make it less reliant on trading revenue and more responsive to financial trends such as the boom in alternative assets.

Investors pull half a billion from Brooks Macdonald

The results also showed investors pulled £235m from the company's discretionary fund management service.

Citi private banking revenue eases in fourth quarter

On the whole, Citi had a total revenue of $18.4bn in the fourth quarter of 2019.

Qatar-backed private bank plots hiring spree in global push

Quintet’s expansion reflects intensifying competition in private banking

Oxford University to raise almost $1 billion, due 100 years from now

University set a price target of about 110 basis points above government-bond rate

Goldman Sachs Posts Robust AUM Growth in New Consumer and Wealth Segment

While net revenue in the unit overall was $5.2 billion for all of 2019, wealth management revenue was $4.34 billion, which was 5% lower than in 2018, which the firm attributes to “significantly lower Incentive fees and slightly lower net revenues in

Women take centre stage in financial services

The starting point is to build women’s self-belief in their ability to win promotion

Cerity Partners Announces Merger with $3 Billion AUM Wealth Management Firm, EMM Wealth

Lloyd Abramowitz adds, "We found Cerity Partners to be the perfect partner for EMM Wealth as they share our belief that effective wealth management extends beyond monetary assets to every aspect of life that wealth touches."

Boomers Start Giving Children’s Inheritance To Charity

The wealth management industry has been eyeing up the $30 trillion expected to be passed from one generation to the next over the following three decades

BNY Mellon Announces Innovative Suite of Services to Deliver Greater NAV Oversight and Contingency for the Investment Industry

These expanded BNY Mellon capabilities leverage its recent alliance with institutional investment solutions provider Milestone Group (“Milestone”) and their digital investment platform pControl™.

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Wealth and Asset Management