Managers of Wealth

Lombard Odier Links Up With Bill Gates

Lombard Odier joins a growing number of banks that are tapping into the philanthropy market.

RBC Wealth Management Joins Ellevate Network to Mobilize Women

RBC is also a sponsor for Ellevate’s upcoming Mobilize Women Summit in June 2018.

National Australia Bank explores public float of wealth management arm

NAB’s strategic review is part of efforts to consolidate and simplify its wealth business.

Asia-Pacific Dominates As World’s Richest Region

In 2015, the HNWI population in the region grew by 9.4%, while their wealth surged by just under 10%.

Merrill Lynch Launches Wealth Management Banking Suite

The brokerage is also hiring more banking specialists to work with its advisors.

Philanthropists donate $100 million to 2 Boston hospitals

The Hales serve on the Children's Hospital board of trustees and have chaired numerous fundraising events for Brigham and Women's.

British asset manager to Open Tel Aviv Offices

The only other investment firm at this scale holding offices in Israel is U.S-based Nasdaq-listed BlackRock Inc.

Lombard Odier Has Set Sights On Emerging Markets

Monier’s investment strategy seems to have worked, as Lombard Odier’s numbers have picked up.

Morgan Stanley Lifts CEO's Pay 20% to $27 Million for 2017

Gorman was paid $22.5 million for 2016.

Société Générale: Zurich Staff Are Upset

The banking staff association has already been involved to mediate between employees and the management.

Wealth Management Awards 2018

Judging the awards is a two-step process involving a qualitative and a quantitative stage.

Swiss Private Banking: Moral Is Not the Measure

Swiss wealth managers retained their rank as world leader in cross-border asset management.

Rathbones sponsors the 2018 Charity Awards

The Charity Awards provide charities of all shapes and sizes with a window to showcase their efforts and the impact they have made.

UBS' Crisis of Identity

The shift from profit-seeker to do-gooder lays bare conflicts of interests and contradictions that are inevitable with a sprawling multinational firm with often disparate interests.

UBP Profit Soars

The Bank's prudent management of its balance sheet is also reflected in its short-term liquidity ratio

Boutique wealth firm unveils online investment service

City-based boutique TAM Asset Management has launched an online investment service and signed up its first IFA partner.

Financial planner launches robo-advice service

Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth

DeVere returns to Latin America with ‘highly ambitious’ relaunch

“It is an entirely new operation today,” the spokesperson said.

Boosting private banks with a programme of reforms and differentiated regulation

The associations explained that implementing differentiated regulation and market access in particular would boost the competitiveness and vitality of Swiss private banks.

Morgan Stanley Wealth Management Reports Record Revenue, Profit Margin

The bank said wealth management should achieve a pre-tax margin of 26-28 percent this year, even as it continues to invest in the business.

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Wealth and Asset Management