Managers of Wealth

Lombard Odier Brings A Swiss Touch to Asia’s Rich

Lombard Odier’s Vincent Duhamel watches risk to help protect and grow wealth built over generations.

Anne Hoagland, JPMorgan Asset Management Executive, Dies at 62

She joined JPMorgan Asset Management’s Global Real Assets Group in New York in 1998, working with clients such as unions and pension funds.

DBS Said to Consider SocGen Tie-Up for Coutts International Bid

DBS Group Holdings Ltd. is in talks to team up with Societe Generale SA in its bid for Royal Bank of Scotland Group Plc’s international private-banking operations,

Barclays’ Antony Jenkins calls end of universal banking - FT

Mr Jenkins, brought in with a mandate to clean up Barclays after it was hit by the Libor interest rate manipulation scandal, has embarked on a strategy to shrink its investment bank and refocus on its core strengths.

Julius Baer pares BlackRock product range

The moves comes after the US fund house had gained a dominant share of Julius Baer's shelf space following the Swiss bank's acquisition of Merrill Lynch's wealth business.

Nedgroup Investments’s major branding problem

What does the label say?

Baring doubles fund director fees to reflect regulation

Baring Alpha Funds an umbrella type investment company owned by Baring Asset Management has doubled its directors' fees from €25,000 to €50,000 to reflect their greater regulatory responsibilities.

FCA: 50% of wealth managers failing to disclose ongoing charges

The wealth management sector is failing to properly disclose percentage charges

Wealth management ramps up in Houston, brings regulators along for the ride

Houston's wealthy also captured the attention of out-of-towners like New York-based Bessemer Trust

Vision Wealth Expands Global Operations with New Office in Dubai

Vision Wealth Capital launches exciting new growth potential in the Middle East

Wells to raise minimum stock commission size for FAs

A $30 rise in the so-called ticket charge may not sound egregious but transactions can quickly add up

Wealth management firm raises £1.9m in bonds

Wealth management firm AFH has raised £1.9m of unsecured loan notes to assist its acquisition of adviser firms

Wealth managers 'singled out' in FCA review

Wealth managers are risking the regulator’s stick with their opaque disclosure of costs

Brewin Dolphin's Senior Management views and forecasts for 2015

Brewin Dolphin's Senior Management provide their forecasts for 2015

Sanlam and Four merger receives FCA approval

The move will not affect existing investment teams or investment processes.

Financial Advisor Usage: Going from "No" to "Go"

The primary reasons self-directed investors do not consult a financial advisor are either cost considerations or they think they can do a better job.

Under pressure Swiss banks eye China

Switzerland's banking sector, facing the end of the secrecy that was once the bedrock of its business, is turning to China as it seeks new markets for the future.

Inside Wealth: Some of the rich collect art. Others collect passports.

Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.

Julius Baer answers critics of Merrill Lynch deal

Two years after Julius Baer snapped up the international wealth management business of Merrill Lynch, its chief executive is feeling vindicated.

HSBC's Swiss private banking arm not for sale

HSBC said in June it was selling $12.5 billion of private banking assets in Switzerland to Liechtenstein's biggest bank LGT Group Foundation [LGTGFB.UL] but was committed to Switzerland as an international centre for its global private banking busine

Wealth and Asset Management