Managers of Wealth

KPMG launches Global Centre of Excellence for Family Business

Our collaboration with KPMG helps us further our mission of strengthening families, businesses

Morgan Stanley's new wealth boss targets growth

Plans to shift to a more "holistic wealth management fee-for-advice" approach.

Canadian Western Trust to act as custodian for GP Wealth Management's Signature Service Accounts

"CWT is excited to partner with GP Wealth's financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth's Signature Service Account."

Citibank Unveils Specialized Wealth Advisory Service for HNW Business Clients

Business owners and C-level executives better able to make informed personal investment decisions with an understanding of business risks

Van Lanschot reports profit growth in Q1 2013

Net profit in Q1 2013 of € 24.8 million

BMO Harris Private Banking Named Best Private Bank in Canada for Third Consecutive Year

They were was cited for its leadership.

Raymond James profit up on private client results

Though its capital markets business saw weaker profits.

SJP funds under management grow 12% in Q1 to £39bn

Continued significant growth in new business with funds under management up £4.2 billion to a record £39 billion

Post-RDR business upswing triggers Beacon Wealth hires

Cambridgeshire-based Beacon Wealth Management has put its recruitment plans into place earlier than expected

UK wealth managers enduring post-RDR slump in confidence

A study from Pershing examines the extent to which UK wealth managers are being forced to re-examine their value proposition in light of the implementation of the RDR.

Tier One's ex-Coutts duo insist suitability doesn't mean standardisation

While it remains to be seen how this will play out under the Financial Conduct Authority, recent start-up Tier One Capital – founded by former Coutts managers Stephen Black and Ian McElroy - is trying hard to walk the line between these two extremes

China to increase scrutiny on wealth management products

China will heighten oversight on wealth management products in 2013 by taking a closer look at money flows off banks' balance sheets to reduce financial risks at a time when growth is slowing in the world's No. 2 economy.

EFG International completes sale of remaining stake in EFG Financial Products

The transaction, which was announced on 12 March 2013, was closed on 23 April 2013.

Credit Suisse Profit Soars in First Quarter

High returns, strong client franchises, reduced cost base and lower risk- weighted assets:

Barclays first quarter profits fall 25%

Barclays expects to make a further £500m charge later this year.

CWB to invest in wealth management firm

With assets under management approaching $1 billion, the investment strategies and services of McLean & Partners are an excellent

7IM profits up 12% despite £123k FSCS hit

Despite the cost of the additional levy, the strong asset numbers combined with continued tight cost control.

UBP picks Guggenheim Fund Solutions to power hedge fund platform

Our agreement with Toshiba marks a tremendous milestone in our long history of working closely together

Ameriprise profit up on wealth-management strength

Ameriprise has generally reported higher operating earnings over the past three years

HSBC to scrap over 1,100 wealth management jobs

HSBC will cut 3,166 wealth management jobs based in the UK

Wealth and Asset Management