Managers of Wealth

Sheila Dean named in eprivateclient’s ‘50 Most Influential 2017’

Sheila is also currently shortlisted in two categories for the Citywealth Powerwomen Awards 2017.

New Financial Services CRM Delivers a Complete Solution for Full Service Financial Advisors

The 2017 release uses hundreds of preconfigured industry specific fields, over 30 best practices business processes

VP Bank: A Focused Platform to Attract Intermediaries in Asia

Despite the smaller size and less advanced stage of development of the independent asset managers market in Asia, in comparison with Europe, highlighted by the lower amount of Assets under Management these firms manage, there is good reason for optimism

North America is going to get a new billionaire every 6 days

The number of millionaires in North America is also expected to jump by 33% over the next five years, rising to 19.7 million.

Old Mutual Global Investors launches style premia fund

OMGI currently manages GBP7 billion in hedge fund strategies.

Macquarie Group's New Zealand private wealth rebranded

The only thing is we've got a new name and a new brand that no one knows.

Pershing launches gold bullion service

GOLDRs, which may be held within a brokerage account, represent an investor's ownership

Managing a wealth management firm - part 1

The road to success is like running a steeplechase.

Generational Wealth: Nature or Nuture? by Annie Catchpole, Associate at Scorpio Partnership

But wealth managers need to more actively delineate between generational differences that are brought about by cultural context versus those brought about by lifecycle.

St. James’s Place – “Politics looms large"

Pity the forecasters: criticised and confounded

Bank of Singapore Completes Barclays Wealth Acquisition

OCBC Bank, has completed the acquisition of the wealth and investment management business of Britain’s Barclays Wealth

Aberdeen Asset Management sees profits dive to £352.7m

Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.

Lombard Launches in Singapore

The Lombard International Singapore office is located at Asia Square Tower 1 in the heart of Singapore’s business and financial district.

Citibank Korea expands wealth management

It will use data that includes market information of the Great Depression in the US from 1929-1939 and Black Monday in October 1987 shared among Citigroup's global research units.

Reshaping fiduciary services in global wealth management

If growth rates of the last decade are sustained, Asia Pacific HNWI wealth could surpass USD42 trillion by 2025

Old Mutual Wealth veteran launches boutique

Harrogate Wealth Management will offer retirement and tax planning services

Where next for discretionary wealth management?

Transitioning to discretionary management has helped stabilise flows for the majority of UK listed managers

Suitors Circling Australian Assets of Deutsche Wealth

The closure means the loss of 15 jobs, and sees Deutsche’s local private banking services transferred to Asia.

SMP Partners confirms expansion into the Caribbean

It will operate from offices in Lyford Cay, with Stephen Turner, CEO – Caribbean Region, leading the team and Deidree Bain, Director, who is transferring from RBC, managing the operation and working with Stephen to expand the service offering.

Estera executives among 50 most influential industry leaders

Estera CEO Farah Ballands and Group Director Richard Prosser both feature on the list.

Wealth and Asset Management