05/01/2018
Ex-OMGI multi-asset team makes senior hires ahead of rebrand to Quilter Investors
Follows split from single-strategy business
Wealth and Asset Management
05/01/2018
Why this boutique rejected purchased growth for partnership
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
WealthSelect Managed Portfolio Service Hits £5 Billion Milestone as it Marks Fourth Anniversary
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
BNP Paribas Wealth Management Honored with Three Major Awards
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
Quilter cashflow up 14%
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
ERI Wins A Prestigious Award
WealthBriefing European Awards 2018
04/30/2018
Liechtenstein bank assets jump following Vontobel acquisition
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/30/2018
Swiss National Bank records CHF 6.8 billion loss in Q1
The SNB also recorded a loss of CHF 3.9 billion on interest-bearing securities and interest rate instruments.
04/29/2018
Multrees wins two WealthBriefing European Awards
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.
04/27/2018
Diamond-studded venue for an award-winning Asset Management portfolio
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
Schwab CEO TalksFees and a Possible "Brentrance"For Advisor Platform
Fees, fintech, and conversations about expanding the RIA platform were some of the topics discussed by Charles Schwab's CEO. The company has nearly $3.5 trillion in assets under management.
04/27/2018
HBKS buys stake in K·Coe Wealth
HBK, short for Hill, Barth & King, ranked No. 56 on Accounting Today’s 2018 of the Top 100 Firms, with $80 million in annual revenue, while K·Coe Issom ranked No. 69, with $64.55 million in annual revenue.
04/27/2018
Coutts boosts operating profit in strong first quarter performance
Assets under management increased £2.5bn (14%) through a combination of business transfers (CIFL AuM portfolio in / CCD and Jersey booked balance out), and organic growth.
04/27/2018
UBS Set to Deny Credit Suisse in Pay Vote
Since then, the Swiss bank has revised its salary and bonus policies under board member Kai Nargolwala the compensation committee’s new head
04/27/2018
A game of catch-up: the drive to evolve wealth management in the Philippines
The consensus is that the growth potential is as vast as are the challenges facing the industry.
04/27/2018
EFG Underlying Net New Assets Grow
EFG intends to repurchase shares from the market to fund its employee incentive plans.
04/27/2018
New Wealth Management Report: Dare to be Different
The equity market correction and volatility spike in February 2018 may be an early indicator for the approaching end of the decade-long bull run in equity markets.
04/27/2018
Swiss National Bank flummoxed by its soaring share price
Some have said buyers are using the shares as a substitute for ultra low-yielding bonds
04/26/2018
BNP Paribas Wealth management opens New York office
The Midtown office has all of the Bank of the West’s services.
04/26/2018
Pictet launches Asian Corporate Bonds fund
Fund focuses on companies that actively contribute to addressing environmental challenges