Managers of Wealth

Charles Stanley swings back to profit

Funds under management grew by 17 per cent to £24bn.

Salamanca Trust and Fiduciary rebrands

It will pursue its long-standing conflict free strategy that is aligned with its clients’ long-term objectives.

Mayhem for advisers after general election

Those who have met him do not expect him to be like the pensions secretaries under previous governments when previous pension secretaries were drafted in with little pension experience.

Rothschild’s diversification strategy starts to pay off

Franco-British investment bank’s revenues grew 11% to €1.8bn in year to March

How to Achieve Digital Transformation

Disruption is occurring. Here are steps to plot your path.

JPMorgan Steps Up Focus on Large Clients

J.P. Morgan Asset Management’s smaller clients will be offered a menu of pre-selected products and services.

GAM’s Model Portfolio Service reaches GBP 1 billion milestone

The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies.

Coram AM acquires boutique discretionary fund manager

Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.

Guernsey expert joining impact investment panel in New York

“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.

More Diverse Family Structures Mean Hard Choices when Passing on Wealth

The report found that blended families are the least prepared to transfer wealth, yet have the greatest need because of their complex family structures.

Martin Cawley of Devonshire Wealth Management

The bottom line is how they manage money in good times and bad.

Private banking boom in China

Most of the clients of the banks were aged 40 and above, private entrepreneurs and female.

Deutsche wealth arm seeks 100 hires for super-rich push

It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.

Swiss Asset Manager Looks to Asia

The IAM also announced the addition to its board of a seasoned wealth manager with strong Asian links and experience.

Ex-Coutts Boss Opens Bedrock Zurich Office

Bedrock was founded in 2004 by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi as one of the first independent investment boutiques.

Role reversal: How advisers stole a march on high-net-worth market

Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients

Ex-England cricketer launches investment firm

Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses

China slows wealth management product issuance amid tightened regulation: report

China's fast-expanding wealth management industry has been considered a source of financial risk, as off-balance-sheet WMPs channel deposits into risky investments without enough regulation.

Asia catches the sustainable investment bug … at last

The region is late to the party, but with much ground to catch up on and demand from both governments and investors, there's ample room for growth

Seven Tips For Protecting Clients From Elder Abuse

How many of your clients fit into these vulnerable demographics, and how many of them have plans in place to protect themselves from exploitation?

Wealth and Asset Management