Total revenues, which include trust, investment and other servicing fees and net interest income, rose 13 per cent year-on-year to $2.302 billion. Profit was down from the second quarter, when net ...

Rathbones Sustainable and ESG funds are set to take a greater share of client portfolios over the next year, according to research commissioned by UK wealth manager Rathbones. Almost nine in 10 (87 ...

The talent development initiative aims to develop the next generation of financial planners, with eight members initially joining the Academy.

This publication talks to a private investment house and wealth management group about the UK's investment trusts sector, one that has been roiled by the attentions of activist investors targeting a ...

Quilter London-headquartered Quilter, a wealth management firm, has appointed Kit Rees (pictured) as an investment strategist, effective 26 October, reporting to chief investment officer, Marcus ...

Deutsche Bank ’s private bank has appointed Cynthia Lai as head of managed investments, emerging markets, effective yesterday. She reports to Vivienne Chia, global head of investment solutions, ...

This year’s Julius Baer Family Barometer Report examines the priorities and challenges facing ultra-high net worth families. It draws on responses from more than 700 financial professionals worldwide ...

JP Morgan Asset Management has raised its forecast annual return for a US dollar 60/40 stock-bond portfolio to 7 per cent over the next 10 to 15 years, up from 6.4 per cent in last year’s edition.

As part of a series examining the work of life insurers for affluent and HNW clients in Singapore, we talk to a senior executive at Manulife about its recent research and the implications.

The German bank polled family offices and HNW people in the Asian city-state earlier in October about what they consider are the main threats to economic growth. Among the findings was that Asia is ...

Klay Group, a financial services group that serves businesses and private clients, is very much in growth mode and determined to keep building a strong brand, highlighting strengths such as its ...

The market index organisation, whose benchmarks are widely used by investors, says that concerns about opaque shareholding structures and “suspected co-ordinated trading” means that it may strip the ...