Managers of Wealth

Stifel CEO: Departing Barclays Advisors ‘Were Already Well on Their Way’ Out

When completed, these deals are expected to grow Stifel's advisor ranks by nearly a third.

Morgan Stanley Private Bank, National Association Receives an Outstanding on its First-Ever Rating from Office of the Comptroller of the Currency for Community Reinvestment Initiatives

We will continue to leverage our capital markets expertise in support of innovative development programs

Former Wellian boss launches consultancy

He stepped down from Wellian in May following the acquisition of the company by Harwood Capital Management.

Baring Asia Completes Deal to Acquire Majority Stake in Vistra Group

“Our partnership with Baring Asia brings a new and exciting chapter for the Vistra Group. With their support, we can continue the success and growth of the firm to the satisfaction of our clients, our employees and our shareholders. We very much lo

Winners of Spear's Wealth Management Awards 2015 announced

The awards, in association with Gaggenau, celebrate the innovations and successes of entrepreneurs, philanthropists, private bankers and more

Aberdeen Asset Management boss confirms “no plans” to step down

The company issued a strong denial of the claims

Former wealth management adviser spills the beans on the super rich

Users on questionandanswer site Quora wanted to know just what it’s like to be up close and personal with the extremely wealthy.

J.P. Morgan Loses CEO of Chase Wealth Management

The CEO of Chase Wealth Management has left under mysterious circumstances two years after being named to the post.

Reports Aberdeen Asset Management is up for sale are strongly denied

In a note to investors, Peter Lenardos, managing director at RBC, acknowledged the firm was “in a weak position, hampered by ongoing net outflows that are having an adverse impact on profitability”. But he said a sale process “would be a

Standard Chartered winding down equity derivatives business

Standard Chartered will phase out the businesses in January after exiting from institutional cash equities, equity research and equity capital markets

Swiss private bank placed in bankruptcy by FINMA

FINMA was obliged to take this measure as the bank is at risk of becoming overly indebted.

RIAs Increasingly Return Customers to M&A Buffet

With M&A activity tracking to record-breaking highs in 2015, a majority of buyers are repeat customers.

General Atlantic to invest $173 mln in Indian wealth manager

U.S. buyout group General Atlantic has agreed to buy a 21.6 percent stake in India's IIFL Wealth Management for 11.2 billion rupees ($173 million), the first private equity investment in the country's fast-growing wealth management business.

What a Raymond James Deal With Deutsche Could Mean, And Cost

But those advisors are big producers in large markets where Raymond James has a small presence.

Deutsche splits asset and wealth management

It will be an independent unit within the bank’s private and business clients division.

BRI Wealth Management’s top value funds for a choppy market

BRI Wealth Management’s Dan Boardman-Weston tells FE Trustnet which funds he thinks look particularly attractive at the moment and why value funds might be the best way to achieve growth.

The implications of the UK’s clampdown on non-doms

The single family office, which provides a range of services to wealthy families, may be under threat, according to King-Christopher.

Confusion prompts wealth manager rebranding

Alongside the name change, the business has undergone a full rebranding, including a new website.

UBS: 'County is strengthened by its diverse businesses'

A leading wealth management firm has joined the list of backers for the Leicester Mercury Business Summit.

UBS, Credit Suisse Can Use Low-Trigger Tier 1 Cocos for Capital

Analysts have been seeking more details on the rule, with some warning that it raises the risk the banks might call in the debt early.

Wealth and Asset Management