Managers of Wealth

Discord at Canaccord: A struggling dealer looks to reinvent itself

Anyone who left in the next 12 months would be required to pay back the money in full.

BNP Paribas Grows in Brazil Fiduciary Services As Rivals Exit

BNP Paribas´ efforts to expand custody and trustee services in Brazil include offering these services to current clients who hired rivals to oversee the registration and management of their holdings

Vontobel Goes After Australia's Wealthy With Ex UBS Banker

Vontobel expands business with private clients in Asia Pacific focus market – wealth management solutions from Vontobel are now also available to wealthy private clients in Australia

Santander launches into UK private banking

The Santander managers will offer services such as tax planning, large home loans and discretionary wealth management.

Arbuthnot turns down unsuitable wealth buy opportunities

On whether the added capital will be used to invest in the company or fund acquisitions, Henderson said: ‘It’ll be both.'

Seven Ex-Deutsche Bank Managers Guilty in C02 Tax-Fraud Case

Deutsche Bank was the principal player in these deals at the time," said Bach.

Adviser consolidator acquires Maze Wealth

Received funding for expansion in June

External asset managers set for growth

Room for rise in Asia of non-bank players with complementary ties to banks: UBS

Blackstone Turns to Investment Banking Model to Court the Rich

“It’s more of an investment banking model as opposed to an asset management model.”

How to use professional connections to do succession planning

At the end of his analysis, there are also checklists of points for financial advisers to action.

Swiss buyer upbeat on merger with troubled BSI

"The business will significantly increase, so we would need as many staff as required to provide the same, if not better, service to clients," Mr Chiu added.

Private banking – an export industry like any other

The future of wealth management in Switzerland came under the spotlight at the first Private Banking Day.

Succession bags £25m to buy advice firms

Directly and through its affiliated membership, the group has £11bn of funds under management, of which more than £2.5bn is serviced through its national advisory business.

St James’s Place launches intergenerational product

The moves follow SJP teaming up with Metro Bank at the end of April to launch an intergenerational mortgage range, specifically for parents and grandparents who wish to support their children or grandchildren in buying a first home.

UBS to Cut Managers at U.S. Wealth Unit, Recruit Fewer Advisers

UBS declined to provide a specific number of cuts.

Building a Wealth Community: How to get from P2P by Ben McNeil, Scorpio Partnership

With traditional wealth management firms slow to give their propositions a re-vamp, a burgeoning wave of peer-to-peer platforms have started to pique the interest of high net worth investors.

Old Mutual Wealth appoints head of new financial adviser school

Students pay around £8,500 and will study towards the Institute of Financial Services Diploma in Financial Advice.

As Growth Hits a Speed Bump, Wealth Managers Seek to Adapt

This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,

Singapore to overtake UK as offshore financial centre

BCG estimates that offshore money lodged in Singapore will grow to $1.7tn by 2020, compared with the UK’s $1.6tn.

Swiss wealth managers could benefit from a Brexit - BCG

If Britain opts to leave the EU later this month it would then face at least two years of talks with Brussels to negotiate its departure.

Wealth and Asset Management