Managers of Wealth

How clients choose professional advisers for succession

The obvious criterion of choice is trust.

SGG Group completes acquisition of Cim Global Business

Together with Cim Global Business, SGG Group forms a leading investor services platform with over 800 staff and state of the art technology.

Half Year Profits Rise At AFH

Pre-tax profits were also up from £859,000 to £1.15m.

Wealth portfolios bounce back into the black

The figures marked a return to the black for wealth portfolios after only the Cautious index delivered a positive return in April.

“Dark horse” Deutsche is hiring again in Asia – “big egos” not wanted

Deutsche now wants to build after it avoided an exodus

Standard Chartered launches brand campaign

Its acclaimed No. 1 position is well-established

Canaccord Genuity Wealth Management reports $38.6 billion of assets

Excluding significant items, fourth quarter earnings per common share of $0.27

Interactive Investor acquisition creates one of the UK's largest investment platforms

We are delighted that our acquisition of TDDI has received regulatory approval

Financial Advisory Firms Struggle to Attract and Keep Young Talent

Demand is strong but wealth management firms are having trouble finding and keeping top performers, especially in the younger age bracket. A new report serves up some advice on changes the financial advisory industry can make to attract Millennials.

Fraudsters target financial service provider's clientele

We urge the public to always be aware of such scams and be cautious not to fall prey to such individuals.

Clients Think "Goals-Based Investing" Equals Performance

Investors aren't sure what "goals-based" investing means, asset managers can't turn data into sales and a study funds that the UHNW hide 25 percent of their wealth.

UBS rebuilds in Brazil with acquisition of Consenso

The new wealth management operation will merge and be run by a combination of UBS management and Consenso founding partners.

Among Millionaire Investors, Confidence Falls

The proposed federal budget was also cited as a factor, Financial Planning says.

HNW Families Require Unique Approach to Fighting Cybercrime

Experts offer a three-step approach for HNW families that want to minimize cyber peril.

Asset managers step up performance disclosures

Henderson and Premier change reporting methods after criticism of funds industry data

HSBC and UBS staff among terror attack victims

Attacks at London Bridge across from the City of London left seven dead and almost 50 injured

What every HNW needs to know about offshore trusts

The panel started with Hales, who gave a general introduction.

Old Mutual Wealth completes buying UK wealth manager

Caerus consists of more than 300 advisers who are responsible for more than £4 billion of Assets under advice.

Second acquisition in 48 hours completes £10m spending spree for wealth manager

The combined deals could eventually amount to more than £10m of investment on the part of the acquisitive AFH.

Intertrust awarded best Independent Trust/Fiduciary Company

Our professional team is dedicated to providing quality and client-centric services to our private and corporate clients.

Wealth and Asset Management