Managers of Wealth

Oakbrook Solutions Shortlisted in Two Categories for the 2017 Private Asset Management Awards

We are honored to be included among the prestigious roster of industry leading firms shortlisted for this year's PAM Awards

This Is What Your Client Wants

The share of unhappy customers in Asia is comparatively high in the U.S. for instance the same figure is 20 percent.

Mercer Advisors Buys $100 Million New York RIA

With its latest acquisition, the RIA continues to build out a family office model.

Famous figures have forgotten Swiss bank accounts

The Swiss Bankers Association said it was down to individual banks to add accounts and that it could not monitor all entries.

Fund administration company opens office in Cayman Islands

The Cayman Islands is the jurisdiction of choice for global investors

Wealth manager's Irish profits drop 90% in 2015

Gross income in Ireland in 2015 rose to €16.8 million

Clients Trust Their Relationship Managers

The high net worth private investors surveyed for the LGT Private Banking Report 2016, however, clearly not only have basic knowledge, but are highly informed about investment matters.

'Robust' Rathbones on an acquisition hunt

We expect to pursue planned growth initiatives in the coming year and continue to prioritise expenditure that enhances our client service and upgrades our infrastructure.

FE Alpha Manager Kerr: Why UK investors really shouldn’t panic about Brexit

The outlook is clearly clouded by Brexit.

Dior exemplifies how diverse social media accounts can benefit

Dior’s new Instagram account, entitled Dior Homme, caters specifically to male demographics

Making a client-centric approach pay off

Its frequent claims to be one of the fastest-growing firms of its type in India were more-than-adequately supported by the results achieved by the business in 2016.

J. Safra Sarasin Pulls the Plug in Germany

The bank has a little more than 80 people in Germany.

Beacon Pointe Announces New Philadelphia Office

This is the second M&A transaction for BPWA in the past three months.

Noah Named China's Best Wealth Manager

We will continue to focus on what we believe are the most important values long-term stability.

Mercer undergoes global restructure

It's unclear at this stage whether there have been any redundancies as a result of the restructure

Financial Advice Is Not Just Math

The number of student loan borrowers over the age of 60 grew

Another Setback for Edmond de Rothschild

The strategy change comes after the bank launched 16 funds in the past year alone dedicated to the British market.

Merrion's €200,000 minimum investment for wealth clients

Investment firms grapple with rising regulatory costs

Noah Named China's Best Wealth Manager by Asian Private Banker

Noah Private Wealth Management had a landmark year in 2016

BNP Paribas Wealth Management reinvents its Client Experience leveraging digital solutions

During a second step, tightly knit “pizza teams” worked in 3 factories in Europe and Asia to design and create innovations that would reflect this new client experience.

Wealth and Asset Management