Managers of Wealth

Welcome to the new age of philanthropy - philanthropreneurship

Philanthropreneurs such as Pierre Omidyar and Steve Case solve social and environmental problems by bringing money and expertise together

Roman Avdeev named Legend of PBWM Industry at SPEAR’S Russia Awards

Roman Avdeev was also awarded the title “Legend of the Industry” and as always, the legendary brand Chivas Regal had the honor to present the award to the laureate.

Independence is still important to investors: 2plan

Investors continue to state that ‘independence’ is an important factor when choosing a financial adviser, according to new research from 2plan Wealth Management.

HSBC Group Chief Executive Stuart Gulliver Addresses CEOs and Business Leaders at Second Annual Out on the Street: Asia LGBT Leadership Summit

An initiative of the global LGBT business advisory firm Out Leadership, the Summit brings together executives from leading financial institutions to share strategy around issues vital to LGBT equality and critical to creating marketplace opportunity.

Availability Dates for 2015 American Gold and Silver Eagles

The United States Mint has announced the year end ordering policy for 2014-dated gold and silver bullion coins as well as the on-sale dates for upcoming 2015-dated bullion coins.

When You Should Fire Your Private Banker

Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.

Swiss group Vontobel unveils Alt Ucits commodities fund

Swiss group Vontobel Asset Management has launched a dedicated commodities fund aimed solely at the energy, industrial metals and precious metals sectors.

Labour mansion tax worries fuel record luxury rents

Fears about the tax have spurred wealthy individuals and families to delay buying properties ahead of the General Election, pushing up rents in central London

6 Nigerians make Forbes’ list of 20 youngest power women in Africa

Now in its 4th year, the list celebrates 20 influential female leaders, groundbreakers and ceiling crashers who are transforming the continent from their communities.

Wealth management remains at a germinal stage in China

China's wealth management channels have gradually expanded in recent years

Falling profit margins plague the wealth industry

Wealth management firms struggled to translate a healthy rise in assets in the third quarter into earnings.

Death of wealth boutique: Think-tank warns on 'suffocating' regulation

A report from the New City Initiative has underlined the detrimental impact of regulation on the asset management industry.

Close brokers distribution deal with advice services business

SIFA, which was established in 1992, seeks to bring together solicitors and professional impartial financial planners to provide complementary legal and financial services. It now supports more than 170 firms across the UK.

RBS launches sale of Coutts, invites bids before Christmas - sources

First-round bids are due before Christmas, they added.

Standard eyes Africa’s millionaires

BANKING the wealthy is expected to become increasingly lucrative as the number of ultra-rich Africans grows rapidly, prompting Standard Bank to sharpen its focus on millionaires in Nigeria and Kenya.

Brewin studies 'Stephanomics' - Podcas

In another coup for the Brewin Podcast Stephanie Flanders, JP Morgan Chief Market Strategist and former BBC Economics Editor, joins Brewin Dolphin’s Guy Foster and Ben Gutteridge to discuss the market’s most pressing issues.

Credit Suisse piecemeal strategy irks investors

Yet almost two years and three investment bank restructurings later, some investors are becoming impatient about what they see as the Swiss lender’s piecemeal strategy and a history of over-optimistic forecasts.

Advisers asking low asset clients to leave: Schroders

A survey of 644 advisers found that 49 per cent have segmented their client base by size

Guernsey fiduciary services industry targets new markets -FT

The trust — a legal concept dating back to ancient Rome — has been a bedrock of Guernsey’s finance industry for the past 50 years.

Guernsey’s economy shows signs of recovery despite protests -FT

Six years on from the global crisis, Guernsey’s comfortable, slow-paced lifestyle remains largely intact.

Wealth and Asset Management