Managers of Wealth

Aston Martin gears up to take high road on electric drive

Luxury British marque aims for 25% of sales from green machines within a decade

Credit Suisse Expands China Presence as Foreign Banks Retrench

The brokerage will operate in the Qianhai free trade zone in Shenzhen, and will count both Chinese and foreign institutional investors as clients.

BNY Mellon Wealth Management named 2017 Best Private Bank for New Customer Segments

The New Customer Segments Award evaluates how private banks are uniquely addressing the needs of customers that historically have been underserved, such as minorities, women, and other segments, according to Global Finance.

Changes in the South African advisory landscape

The shift to a commission-free environment will be finalised during 2017.

TBC Bank Wins Multiple Awards for the Best Private Banking Lines

TBC Bank has won The Banker’s and PWM’s joint award for the third year running

HSBC in crisis as profits drop 86 per cent amid calls for criminal tax probe

The bank's announcement comes after it was revealed the sale of its Brazilian unit cost it £1.4bn.

Westpac draws line in sand as profit flat at $7.82 billion

Westpac pushed the dividend payout ratio to 80 per cent

Berenberg’s rapid expansion shows no sign of letting up

Hamburg based bank builds up research team and capital markets business

Advisory firms redesign their offices to attract millennial clients

Office redos like SignatureFD's are the latest way financial advisory firms are adjusting their businesses

The Americans are coming — lock up your funds

Asset managers in the US are looking to London

Ex-Tilney Bestinvest research head joins 7IM

New Senior Investment Joins Seven Investment Management

UBS Said to Be Among Banks Weighing Argentina Wealth Management

UBS and Julius Baer, both based in Zurich, might acquire local brokerages as a way to speed up the licensing process

Canadian wealth management firm sells 80pct stake in GSFM

The time being the business will continue to operate under the name GSFM.

ANZ wealth sale marks end of an advice era

Whether or not ANZ actually goes ahead with the sale.

Boutique advice firm joins Fortnum

Fortnum's core values, operating model and ownership structure align with our core values and requirements.

Equilibrium sees turnover soar

The financial planning specialist now looks after more than 850 families and manages over £595m worth of assets.

Van Lanschot reports AUM up

Despite the typically lower client trading volumes over the summer, commission income was stable compared with the first two quarters of 2016.

The Flurry of November: TLP, Spears and Seminars by Penny Lovell

This week saw the fourth module of the Trustee Leadership Programme, which we run in partnership with Cause4 and The Clothworkers’ Company. The final “matching” evening will take place in a few weeks where participants will have the oppo

OCBC builds up private banking as costs soar

For us, it is very important to continue to build up the scale in this business.

BSI Bankers Had Free Reign in 1MDB Dealings

The Swiss private bank was shut down in Singapore in May for allegedly helping to launder 1MDB money.

Wealth and Asset Management