Managers of Wealth

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.

HNWI growth outpacing super: Research

Putting the sector into perspective, Rainmaker noted that there are about 255,000 HNWIs in Australia, representing $1.2 trillion in aggregate investment capital.

Succession group buys four wealth management-firms

The companies are Independent Advisors (Scotland) and Fergus Muirhead based in Glasgow; City of London's Booth Wealth Management and Rossmore Financial Services in Warwickshire

Bank of the West Wealth Management have been recognized by two prominent annual industry awards

Named Best Bank for Entrepreneurs in Professional Wealth Management/The Banker Global Private Banking Awards

Goldman investment management assets near $1.5trn

The firm’s investment management division, which houses Goldman Sachs Asset Management and Private Wealth Management, saw assets under supervision, increase by $115 billion, or 8%

Carolyn Leng: Planning for a multigenerational wealth transfer

This is a vast difference from how the previous generation used to approach this matter, says Carolyn Leng, head of CIMB Private Banking.

Wells Fargo wealth unit profit rises to $659m in Q4

The division’s client assets at the end of 31 December 2017 totalled $1.9 trillion, a jump of 11% compared to the end of December 2016.

JPMorgan wealth unit net income rises 12% in Q4

2017 was a record year on many measures for JPMorgan Chase as we added clients and customers and delivered record EPS

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Wealth and Asset Management