Managers of Wealth

Lisa Detanna at Raymond James Selected For "2014 Women Making A Difference Awards Nominees"

Lisa Detanna at Raymond James of Beverly Hills, CA has been honored with a recognition by Los Angeles Business Journal

India 2014 HNWI Trends and Wealth Market Research

Ultra HNWIs in India 2014 market research report says there were 1,575 UHNWIs in India in 2013, with an average per capita wealth of US$353.4 million, making them a prime target group for wealth sector professionals.

Will HighTower be the next Raymond James?

Fresh off of adding a new platform earlier this year, HighTower Advisors chief executive Elliott Weissbluth now compares the firm's growing reach to perhaps an unlikely rival — Raymond James Financial Inc.

UBS sets new cost target in US wealth business

UBS AG has set tighter expense control targets for its Americas wealth management business.

UBS Wealth Management profits up

BS delivered a solid first-quarter performance despite a volatile operating environment. Every one of UBS's business divisions and regions was profitable, reflecting the firm's successful strategy and the strong positions it has created both fro

Aberdeen Asset Management pretax profit down 3 pct

British investment manager Aberdeen Asset Management posted a three percent fall in pretax profit in the six months to March 31, as clients pulled money out of its core emerging market and Asian equity funds.

Bancorp lists on Germany's Frankfurt Stock Exchange

The Company’s operations are diverse covering a significant involvement in global aviation insurance

Barclays wealth profit hit by £22m 'Transform' bill

Barclays chief executive Antony Jenkins said strong performance in its retail and corporate banking franchises helped offset FICC weakness

UK wealth manager hits £3.9bn AUM

Revenues in the second half of the financial year were £16.4m compared with £15.2m in the first half

Towry secures £70m package to fund wealth buy spree

Towry signs £70m financing agreement

Guernsey named best international financial services centre

The annual Wealth Adviser Awards recognise excellence among wealth managers and service providers including trust companies, law and accounting firms and international finance centres.

Swiss wealth-management experts unveil new Multi-Asset Fund

"For 30 years, bonds have served as a stable anchor in investor portfolios," says Felix Zulauf, co-chief investment officer. "These times are long gone."

Orchard Street acquires prime office building in Soho

Orchard Street Investment Management has completed on the acquisition of 33 Golden Square, Soho, W1 on behalf of St James’s Place Wealth Management, from a client of BNP Paribas for £23.5 million.

New adventure in Dubai

The SMP Partners Group has expanded its global network with the opening of a new representative office in Dubai.

Foreign banks exiting wealth management biz in India

Foreign banks are exiting the wealth management business in India as they find the market too small and unprofitable in the long run given the stiff regulations.

Penzance-based wealth manager looking to expand

A COMPANY offering bespoke independent financial advice is entering its sixth year of trading and is looking to expand. Penzance-based Elite Wealth Management UK Ltd was founded in 2009 by managing director Alan Powell, who has recently taken on a fifth

Wealth and Asset Management