Managers of Wealth

Wealth Firm Strikes Partnership With Indian Broker

Xcap, an independent Wealth Manager, Has Entered a Relationship with a broker in India to make its products available to the nation's investors.

Rothschild launches UK asset management business, eyes infrastructure debt fund launch next year

The group attempts to make the UK capital its fourth global hub alongside Paris, Geneva and Luxembourg.

Rowan Dartington to double investment team in regional push

Rowan Dartington aims to double the number of investment managers it employs to 12 and is looking to launch an ‘At Retirement’ pensions planning service next year.

Wealth Creators Grow by 60% but are Investment Strategies Growing at the Same Pace?

Next February, 40 Family offices will gather at in Geneva at Europe's first Family Office Co-Investment Forum, to discuss best structure investments and share opportunities for diversifying portfolios.

Fund groups in talks with Skandia over Select pricing fears

The deals centred on Skandia’s ability to provide flows to the funds from both advisers and its life book in exchange for ‘super clean’ prices.

Bank Frey Closes its Doors: Are There any Swiss Banks Remaining who will take United States Clients?

Bank Frey is just the latest of the Swiss banks to close because of increased pressure from the United States

Epoch Wealth Management celebrates corporate chartered status

Epoch is one of only 576 financial planning firms nationally to be awarded chartered status which is widely seen as the gold standard for the financial services industry.

More M&A deals expected in Asia's private banking sector

Banks including DBS, ABN Amro and Credit Suisse are said to be among the final list of bidders for Societe Generale's Asian private bank.

Barclays: Death of the West Greatly Exaggerated

The US economy is in better health than doom-mongers would have you believe, the latest Barclays In Focus report argues.

Canadian Banks Placing Bets on Wealth Management

Wealth management will be a significant part of earnings growth for the country's banks in the fiscal fourth quarter.

Hargreaves To Announce 'Waitrose-Style' Premium Pricing Structure

Hargreaves Lansdown could be set to charge lower-end clients around 70bps when it publishes its new clean fee structure, expected this week.

Banks Bet on Wealth to Counter Weary Consumers

The six largest lenders will average per-share profit growth of 11 percent after excluding some items for the period ended Oct. 31, Aiken estimates.

Dominant City has most €1m bankers in EU

European Banking Authority figures highlight City's dominance with 77pc of top paid EU finance executives based in London

Rothschild on Buildout in HK Hub, Eyes Singapore

Edmond de Rothschild is boosting its private banking capabilites in Hong Kong, and will look to add 10 staff in the next 12 months.

UBS shrinks advisory team for rich in emerging markets

The move comes one year after Chief Executive Sergio Ermotti said UBS would let go 10,000 staff and eventually derive profits almost solely from its private banking unit, which caters to the financial needs of the wealthy.

Mattioli Woods reveals revenues hit by Ucis action

Mattioli Woods has put the brakes on property syndicates after the regulator stated Ucis should only be promoted to more strictly defined “sophisticated investors”.

MPF Assets Continue to Grow Amid Unpopularity

Fund expense ratios in Hong Kong's compulsory retirement scheme lack clarity

Brown Shipley private banking head steps down

The duo remain at the bank but have stepped back from their positions to concentrate on running private client portfolios. The bank declined to disclose the reasons behind the move.

Citigroup’s Banker Pay in London Tops Lloyds, Santander

Spain’s Banco Santander SA paid an average of 207,000 pounds, while Lloyds Banking Group Plc paid the least, at 158,000 pounds.

ING Direct To Target Advisers With New Model

ING Direct is reinforcing its third party distribution team to market the bank's products to financial advisers.

Wealth and Asset Management