Managers of Wealth

Focus on fund management lifts Brewin Dolphin

In a bid to transform itself from an old-fashioned stockbroker to a modern wealth manager, Brewin has spent the past few years increasing its focus on discretionary fund management.

Butterfield Bank Reports Second Quarter Profit

Core earnings for the second quarter ended 30 June 2017 were $37.5 million, a decrease of $1.0 million compared to the prior quarter.

UK Platform Awards 2017 - Platform and provider shortlists revealed

Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.

Wealth manager and adviser finalists for Growth Investor Awards announced

Our second set of finalists recognises both individual financial advisers and wealth management companies

Brexit spurs JP Morgan to merge private bank

JP Morgan is working on plans that would see its UK private bank become a branch of its EU operation, Sky News learns.

WH Ireland’s Buchanan on ‘drawing a line under the past’

The group's total revenue rose 24% from £11.96 million to £14.87 million year-on-year.

Julius Baer looks to expand in UK as Brexit spurs rivals to scale back

Swiss private bank reports a strong first-half year increase in assets under management

Sanlam UK completes 850 mile charity cycle ride for CASCAID

The “Great Sanlam Cycling Challenge” led by CEO Jonathan Polin saw team members cycle 850 miles across the country, visiting all 12 of Sanlam UK’s regional offices along the way.

Rathbones reports strong H1 but warns of regulatory impact to future profits

Underlying operating expenses of £99.1 million (2016: £84.9 million) increased 16.7% year-on-year

Estera extends global reach into Luxembourg with acquisition

Headstart’s Managing Directors, Christophe Gaul and Manuel Mouget, will continue to lead the business.

BlueOrchard set to launch two impact funds amid acquisitions

BlueOrchard has made significant progress, placing the firm on a path towards sustained growth as the leading Impact Investing Manager.

United Capital buys three RIAs, adds $758 million

The 'hat trick' is in line with consolidator acquisition trends

Swiss Pension Fund Buys Bank

A statement from the two is careful to note that Dominick Bank's management will remain in place and complement the pension fund's executives.

Why Even Rich People Are Terrified of Retirement

But money isn't the only thing on their minds as retirement closes in.

Deutsche Asset Management launches research institute

Mifid II forces fund managers to reduce their reliance on external research providers

Wells Fargo accidentally leaks 1.4 gigabytes of information on high net worth clients

The majority of the affected customers are clients of Wells Fargo Advisors, the branch of the bank that serves high-net-worth investors.

Billionaire-Backed Mason Plans Acquisitions for Wealth Unit

We are building a financial platform to tap into the global asset-allocation business.

Rothschild banking dynasty enters seventh generation

Who has his eyes firmly fixed on preserving and extending the legacy.

Which industry is best for women to climb the wealth ladder?

The figures are even more disparate for women in other sectors.

WH Ireland increases revenue

The Private Wealth Management division has continued to develop its client proposition around advice and fee related business.

Wealth and Asset Management