Managers of Wealth

Charities Aid Foundation raises £20m on London Stock Exchange

CAF is one of the largest providers of philanthropic services to charities and donors worldwide.

Canaccord Genuity Wealth Management celebrates long-term success

Canaccord Genuity Wealth Management reveals the secrets of how they did it

Julius Baer looks east with Asia hiring drive to capture wealth

“Swiss private banks got a massive wake-up call in the past 10 years,” Mr Collardi said, referring to the demise of secrecy laws that were a significant selling point for Switzerland’s private banks until 2009.

Business insights: Old Mutual Wealth

Old Mutual Wealth has declared itself a vertically integrated business with its discretionary and advice services, funds and a platform…

Swiss private banks target overseas growth as uniqueness vanishes

After the clampdown on tax evasion, lenders can no longer depend on their old strengths.

Asia’s Super Rich Focus of Private Banks Shakeup

It’s a mistake to say private banks are scaling back in Asia, as some headlines may assert, but clearly change is afoot as wealth management units are merged, acquired and restructured all in an effort to boost profitability and remain competitive.

Hedge fund manager goes from billionaire to millionaire in profits plunge

His salary was also slashed from £31.8m to £16m as profits plunged to £84.1m last year, down from £174.2m the year before.

Coutts & Co to close Cheltenham branch

Coutts declined to comment

Purchase of Barclays' wealth management business to boost OCBC's exposure to UHNW market: bank chairman

"It is a (strategic) fit that has very little duplication," he said.

Birmingham CPA group launches new wealth management firm

To lead the endeavor, the firm partnered with Mark Wesson, a 28 year veteran in the financial services industry with experience in managing the regional wealth groups at SouthTrust,

Sontag Explores Hybrid Robo Model

Delgass notes that while Sontag may be one of the older RIAs in the country, it is making waves with its new hybrid “robo”-advisory product

Irwin Mitchell to consolidate private wealth brands

Irwin Mitchell Private Wealth will offer private clients a range of services including succession planning, reputation protection, family and divorce, probate and estate administration, and town and country property.

Royal Bank of Canada: Royal Bank of Canada celebrates the best of film with new partnership

The festival, which runs from 5-16 October 2016, is Britain's leading film event and one of the world's best film festivals.

Richest Bank Clients Move Up Priority List for Handelsbanken

With interest rates in Sweden and Denmark set to remain below zero until at least 2018, banks operating in Scandinavia face some of the world’s least hospitable environments for traditional lending.

Old Mutual could list emerging-markets unit in SA after break-up

No decision had yet been reached on how to distribute Nedbank’s shares, said Michael Goemans, the chief financial officer of Old Mutual SA.

Dbs Has No Interest in Standard Chartered, CEO Says

Chief Executive Piyush Gupta says DBS sees Alibaba’s online-payment arm Alipay as the new face of its competition

Welcome to the China Debt, Shadow Banking, Wealth Management Product Nexus

The way that WMPs are sold in China has led many buyers to believe that these products are essentially term deposits

Asia's banks see rich pickings in private wealth assets

Local banks are snapping up European wealth management units in Asia but talent shortage, fintech disruptions pose challenges

Handelsbanken Buys Dutch Wealth Management Company

The Netherlands is one of Handelsbanken's growth areas and the bank has currently 23 branches throughout the country.

Asia's banks see rich pickings in private wealth assets

In a megabucks deal two weeks ago, OCBC Bank snagged the wealth and investment management business that Britain's Barclays Bank has in Singapore and Hong Kong, for a cool US$320 million.

Wealth and Asset Management