Managers of Wealth

Ethical wealth firm partners with LGT Vestra for launch

David Scott, managing partner at LGT Vestra, added: 'It is clear that many clients are looking to achieve a greater level of positive impact with their wealth.

China’s tightened rules on wealth management products having little effect

Suggestions a trial has now begun to bring unsecured Chinese WMPs, one of the main sources of shadow banking, onto banks’ balance sheets

Family councils and wealth succession planning

Family councils are a good way to manage the wealth

Wells Fargo Goes Robo With SigFig Wealth Management

Digital advice services typically use automated computer models to help build investment portfolios for investors

Meristem Family Wealth Accepts Capital Investment by Richard Schulze-Led Investor Group

Best Buy founder part of team providing growth capital to help fuel Meristem market expansion, investments in client-focused resources

Aberdeen Asset Management Opens Office In Abu Dhabi Global Market

Aberdeen is also the first international asset manager registered with ADGM, setting its base at Abu Dhabi's financial free zone.

ICBC, Credit Suisse venture launches novel China ETF

ICBC has launched a UCITS ETF tracking the S&P China 500 Index

The rise of Mauritius: Africa's fastest growing wealth market

According to the report, the island also boasts some of the most exclusive real estate in Africa

Guernsey launches the smart and simple Private Investment Fund

Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.

Lossmaking online wealth manager Nutmeg raises £30m

Low-cost ‘robo-advisers’ trying to reshape financial advice have had limited success

Julius Baer sees higher investment flows into developed markets on Trump

He expected the move into equities to continue in the near term, along with increased inflows into developed markets.

Metro Bank has agreed to offer cash accounts to clients of St James's Place

The older, more established, of the two companies called Metro an innovative banking partner.

For UBS Private Bankers, Christmas Party a Mainstay

UBS on a strict cost cutting program and plans to maintain an annual Christmas party in a more austere fashion

Wealth Management Firm To Create Belfast Jos

The company's expansion into Belfast will create 42 jobs and has been supported by a £252,000 investment from Invest NI

Wealth management is and always has been a relationship business

Honest, profound and thought-provoking

EFG International Completes BSI Takeover in Singapore

The process of taking over BSI's operations will be executed market by market, according to the statement.

Brewin and Charles Stanley told to ‘significantly' open up

The pair were among 40 firms listed as tier three signatories in the Financial Reporting Council’s Stewardship Code.

Fairstone Group to add £30m FUM with Bankfield deal

Full acquisition planned after integration period

VP Bank Fosters Business Development in Asia

VP Bank is positioned as a boutique bank for both target groups – with top-notch solutions and services.

Novia Global adds three DFMs to platform

The Novia Global integrated investment portal was launched in March this year with five DFMs

Wealth and Asset Management