Managers of Wealth

Mercer undergoes global restructure

It's unclear at this stage whether there have been any redundancies as a result of the restructure

Financial Advice Is Not Just Math

The number of student loan borrowers over the age of 60 grew

Another Setback for Edmond de Rothschild

The strategy change comes after the bank launched 16 funds in the past year alone dedicated to the British market.

Merrion's €200,000 minimum investment for wealth clients

Investment firms grapple with rising regulatory costs

Noah Named China's Best Wealth Manager by Asian Private Banker

Noah Private Wealth Management had a landmark year in 2016

BNP Paribas Wealth Management reinvents its Client Experience leveraging digital solutions

During a second step, tightly knit “pizza teams” worked in 3 factories in Europe and Asia to design and create innovations that would reflect this new client experience.

Preparing clients and advisers for a volatile world

In the financial advisory space, this is getting translated into a large number of individual advisers exiting the industry.

Investec W&I launches Solvency II proposition

The company said the service was developed in response to increased demand for cost-effective ways to meet additional reporting requirements

SEI Announces Comprehensive Online Solution For Private Fund Investor Transaction Processing

Alternative investment managers, wealth management firms, and distribution platforms, many of which have lagged behind other financial services firms in bringing processes online, have the most to gain from this new technology, although other firms that g

How Merrill Tamed Its Herd, Pushing Brokers to Pitch Bank Products

In a shift from the commission-based brokerage model, Merrill is pushing its brokers to serve as overall financial advisers

BDO Private Bank one of world’s best

The winners will officially be honored during the dinner ceremony for the second annual World’s Best Private Banks Awards to be held in New York on February 7.

Fine wine, fast profits

They little knew that Brunner was bringing them from one crash to another.

Mattioli Woods reports 20 percent revenue boost

Total client assets at period end of over £7.5 billion

Scandal Plagued 1MDB to be Closed

Malaysian government must guarantee 1MDB's creditors and holders of billions of dollars in bonds

Asian private banks target next generation of super-rich

Global banks see opportunity to grow in spite of low margins and fierce competition

Lockshin's new adviser venture offers high payout but questions remain

AdvicePeriod has just added its tenth partner, luring Todd Butler from Westcap Group, a Glendale, California RIA

Bakers scheme replaces Lombard Odier with NN IP as fiduciary manager

Lombard Odier also managed Bakkers’s European equity and fixed income holdings

JTC Malta announces international pension platform

In the modern working environment, more and more UK residents are starting new lives overseas

Old mutual COMPLETES sale of Old Mutual Wealth italy

Proceeds will be retained for general corporate purposes.

ECB and Investec end sponsorship agreement

Investec, the specialist banking and asset management group, had a break clause in the £40 million contract that it triggered shortly after England's 4-0 series defeat in India before Christmas.

Wealth and Asset Management