Managers of Wealth

Wealth manager boom masks growing cost problem

Regulation and robo-advice threaten European wealth managers

Eagle Gates Group announces plans for wealth management club in Thailand

The addition of the APEX Club deepens Eagle Gates' presence in the Asia Pacific region and the potential is immense.

Wealth managers be warned: post-Brexit client satisfaction drops

In June, 21% of those who filled out the online questionnaire said they were unhappy with their current wealth managers and were looking to switch.

Old Mutual enters talks to sell off Italian unit

The private equity firm has reportedly evaluated Old Mutual Wealth Italy between €200-250 million.

Spike in clients looking for new wealth manager

In June, 21 per cent of people filling in the questionnaire on his website said they were unhappy with their wealth manager and were seeking an alternative.

Canaccord Genuity’s UK wealth business reports 11% AUM rise

Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r

Why UBS's Chris Errico Is A Stockpicker Among Wealth Managers

Assets Under Management: $3.1 Billion

America's Top Wealth Advisors 2016: The Pros Millionaires And Billionaires Trust With Their Money

Though list members might seem to have a lot in common, there are plenty of differences too.

Merseyside’s Second Largest IFA Firm Created After Deal

No figure was given for the deal, but it was described in a company statement as a “…multi-million pound acquisition.” The combined funds under management of the two wealth management firms will be over £350m. This will be managed

Monthly Investment Perspective - Coutts

Global equities advanced in July as the prospect of easing monetary policy, signs of strength in the US economy and moderating concerns over Brexit fuelled ‘risk on’ sentiment. While volatility may well return to markets in the coming months,

Wealth Managers Take On The Connected Generation

In a recent survey of over 1,000 high net worth individuals, FactSet and Scorpio Partnership took a look at the wealth management preferences of HNWIs by generation.

How the ultra wealthy are positioning their portfolios

The question is, how do you do it?

Wealth firm snaps up £16m discretionary manager

He is pleased with the deal and the breadth of clients it delivers to the company, ranging from £300,000 in size to over a million.

HSBC:Reduced Client Activity as Profits Plunge

Two-thirds of HSBC's adjusted profit before tax, or $7.2 billion, came from Asia in the first half of 2016, up from 62 percent in the same period last year.

Shattered Wealth Dreams

Managing the portfolios of wealthy private customer seems to be a sure-fire way to make money. But it may become the next disappointment in the global banking business.

Société Générale Profit Lifted by Stake Sale

French bank makes gain from the sale of its shares in Visa Europe

Standard Chartered «Improves» as Profits Fall Hard

The London listed bank reported an underlying pre-tax profit of $994m for the six months to June 30, down from $1.8bn in the same period in 2015.

Another bank to shut up shop

All deposits have been returned to its private clients, and four permanent staff have accepted voluntary redundancy agreements.

GAM profits slump

Underlying profit before taxes 46% lower versus H1 2015, in line with the expected reduction as communicated on 14 June 2016, and 43% lower versus H2 2015 – all largely due to reduced performance fees

HNW Investors Exiting Britain Since Brexit

The survey included 770 people with investable assets of at least $1.3 million from countries across the globe, including the United States and Britain.

Wealth and Asset Management