Managers of Wealth

Asia based suitor eyes Crescent Capital stake in ClearView Wealth

ClearView Wealth is in talks with an Asia based investor

Nedbank Private Wealth Recognised for UK and International Excellence

The bank has now accumulated 27 awards in a 16-year unbroken record of winning achievements at these prestigious industry awards.

Standard Bank Wealth and Investment recognized as Africa’s Best Private Bank

Standard Bank Wealth and Investment has a presence throughout South Africa as well as Kenya, Nigeria, Ghana, Mauritius, Jersey and London.

JP Morgan’s banking manager believes in hard work

But according to stockbroker Pershing, only 30 per cent of investment advisers are women.

ABN Amro takeover talks have started, though Nordea says they'll be put on ice until after the Dutch elections

The Dutch government, which owns the majority of ABN Amro's shares, had previously dismissed the possibility of a takeover in the wake of the media reports.

Harrods records seventh record year in a row

Harrods is experiencing boost from the Brexit vote

Do you have that NPS fever? OSAT got you down? Fear not!

This week we’re giving you a crash course in becoming satisfaction savant. Turning sentiment into strategy can be a tricky task but here are a few #satisFACTS to guide you:

Goldman Sachs' Latam investment bank chief to leave - source

Co head of Goldman Sachs' investment banking business in Latin America, will depart at the end of this year

Bankers should leave champagne on ice for a while

Goldman Sachs will now open an account for you if you have one dollar and lend you up to $30,000

Finance Bill changes allow sports people to claim pension tax relief

At Bank of America current and former employees say they have been thwarted in attempts to bring problems to light.

UK wealth managers will need to join forces if EU passporting rights are lost

This is directly linked to the changes that can be expected in the UK’s regulatory framework.

UPDATE 2-BNY Mellon may be a player as asset management sector tightens

BNY Mellon Corp could be in the hunt for an acquisition

Kleinwort Benson joins Circuit of Wales team in Ebbw Vale

Kleinwort Benson works internationally putting in place funding for large development projects

Chicago & Hinsdale Wealth Management Firms Merge into Private Vista, LLC

One of First Wealth Managers to Reshape the Entire Client Experience

Credit Suisse ‘Pruning’ Europe Investment Bank in Brexit Revamp

Smaller, U.K.-focused companies will be served by a newly formed advisory and corporate broking group in the country.

SEI Reports Third-Quarter 2016 Financial Results

Our current investments are aimed at preparing for large client implementations and creating a sustainable competitive advantage for all of our services.

Lombard Odier opens private bank office in Milan

The Swiss-based Lombard Odier Group announces today that it is opening an office in Milan for private clients. It will provide the opportunity to be closer to clients in Italy and to drive future growth in this important market.

Management buyout announced at Coutts & Co Trustees (Jersey)

The current senior management team of Coutts & Co Trustees has entered into a binding sale and purchase agreement to complete a management buyout of the company

Swiss eye asset management opportunity in Brexit

Switzerland can build on its strong position in the area of cross-border asset management

Private bankers reassuring clients about Clinton v. Trump

Clients are worried about the election but more focused on the long term issues that affect portfolios

Wealth and Asset Management