Managers of Wealth

Wealth management - act now on transfers before the regulators step in

Arunima Haque from Capco says it's only a matter of time before the regulators step in.

Sallie Krawcheck Opens an Index Fund Focused on Women

The fund focuses on a selection of companies that are culled from a global index according to the gender diversity of their top ranks.

Tilney for Intermediaries to open with AUM of £9.2bn

The new business-to-business brand from recently formed Tilney Bestinvest will start life with £9.2bn in assets under management, it has been confirmed.

Sallie Krawcheck Looks to Ellevate With New Venture

Fund Will Track New Pax Global Women’s Leadership Index

Wealth managers gear up for Citywire Scotland

The cream of the industry will be hearing from a range of expert speakers and leading fund managers at the two day event.

Aberdeen Asset Management strengthen relationship with Scottish game

They may juggle global finances to the tune of a whopping £324.5bn but the keen golfing folk at Aberdeen Asset Management have always remained true to their roots.

Packaged fund returns hit by huge fees

Model portfolios invest in a number of funds to target a level of returns and a degree of risk

Pensions changes to create ‘new era of business entrepreneurs’ wealth manager says

The millions of pounds which will be easier to access in UK pension schemes following the spring budget can help nurture a new era of business entrepreneurism

Lombard Odier Partner Says EU Will Block Swiss Offshore Banks

Almost 12 years after opening borders to EU expatriates, Swiss citizens recoiled, backing an initiative to impose limits on immigration that contravenes an EU treaty agreement.

Hot topics to take centre stage at Guernsey ILS event in Zurich

An introduction will be provided by Fiona Le Poidevin (pictured), chief executive of Guernsey Finance – the promotional agency for the island’s finance industry.

DeAWM teams up with LA-based firm for Alt Ucits fund launch

Macnguyen uses a bottom-up, fundamental value-based investment approach

Ex-Adam & Co team 'empowers' wealth managers with tech portal

The move to one name signals the ambition of the Group to build a strong, consistent and recognisable core brand, benefitting both its clients and standing within the marketplace.

Weetabix scion and RBC back £80m buyout at Amber Taverns

MxP Partners, founded by Michael George after the sale of the cereal brand, bought Amber Taverns from Legal & General Capital in a deal worth £80m.

Royal Bank of Canada Weighs Investing Up to $1 Billion in Spinout

The new firm will be called Taursa Capital Partners and open by the end of the year, said the people, who asked not to be identified because the plans are private and subject to regulatory approval.

Sir David Arculus likes a challenge, so at 67 he has entered the world of wealth management

One of Britain's best connected business knights explains why he is becoming chairman of Hassium Asset Management

Challenges of managing wealth through generations

With wealth comes responsibility, and for many Qatari families a key priority is putting in place a strategy based on a vision that will benefit future generations in a fruitful and meaningful way.

Barclays puts its fiduciary services business up for sale

Barclays is working with advisers to sell its offshore fiduciary services division, according to four people familiar with the situation.

Priority banking, more than just luxury lounge

Successful priority banks should be able to deliver value-added services. With the sustained transformations that have taken place within the banking industry in Indonesia, it is observed by many analysts that retail banking has transformed itself into f

Wealth-X Expands Its Product Portfolio With Launch Of WEALTH-X DILIGENCE

New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk

Mirabaud launches global income fund for new recruit

Mirabaud Asset Management has launched a Global Equity High Income fund for new recruit Kirill Pyshkin.

Wealth and Asset Management