Managers of Wealth

Brewin Dolphin sees success ahead for Neptune European

Brewin Dolphin has tipped Rob Burnett’s Neptune European Opportunities fund for success in 2014 as it remains bullish on European markets.

What does platform price war mean for wealth managers?

Wealth managers across the board insist pricing is not the overriding concern when selecting a fund

London is a whole new world as foreign wealth finds home

Traditional communities are dying out because many streets in “prime” parts of London house barely a single British resident

Credit Suisse Investment Chief Seeks More Impact to Win Clients

“We wanted to aim for a one-voice strategy and for consistency, to align everyone around the same process,” Strobaek, 44, said in an interview in Zurich.

JTC Group announces further strategic alliances with firms in Europe

JTC Group has formed alliance partnerships with two firms within the EU to widen its geographical reach and add further to its global expertise.

What you need to know about new Chinese wealth flowing into Australia

What is luring China's wealthy to invest in Australia - and what does it mean for the national economy?

TMF Group takes over Custom House

TMF Group’s fund administration business has offices in Rotterdam, Sydney, Geneva, Sofia and Malta. The acquisition of Custom House’s business allows TMF Group to further expand its business into the growing alternative investment sector (incl

Credit Suisse Bankers Face Delay To Bonuses

Hundreds of London-based bankers face having to wait until 2021 before they can cash in on bonuses awarded two years ago following an intervention by regulators.

Societe Generale Securities Services launches complete AIFMD reporting package for asset managers

This new offer responds to the different needs of its asset management clients, allowing them to concentrate on their core investment activities whilst ensuring they are fully compliant with AIFMD.

Standard Chartered executive ready to tackle new challenges head on

Peter Sands faces task of keeping up the growth momentum amid slowdown in some of lender’s key markets

Swiss based wealth manager expands foothold into gulf market

The Swiss based company built on the foundation of client trust, in addition to the preservation and growth of its clients' wealth, now boasts offices in almost every corner of the globe.

Property giant opens Hong Kong office, goes after HNW investors

This follows the opening of its Singapore office in September 2013 which also drew interest from HNW investors in that city state.

Credit Suisse and First NZ launch small cap business

Credit Suisse Australia and strategic partner First NZ Capital have launched a new small-cap business.

Swiss fund manager slashes prices in UK strategy rethink

Swiss fund manager is aiming to firmly establish itself in UK after pricing overhaul

Emirates NBD Sees Profit Growth of 10% at Wealth Management Unit

Emirates NBD PJSC the United Arab Emirates’ biggest bank, is aiming for annual profit growth of at least 10 percent at its wealth management business after earnings at the unit tripled during the past two years.

Bellpenny teams up with Charles Stanley for MPS access

Bellpenny's advisers can now access a suite of low-cost model portfolios through a partnership with Charles Stanley.

Hedge Funds and Other Financial Institutions Target Rough Diamonds as an Investment

Investment Diamond Exchange, a Los Angeles based firm that specializes in the facilitation of rough and polished diamond transactions, recently expanded its workforce in response to the increasing number of hedge funds and other financial institutions ac

Wealth and Asset Management