Managers of Wealth

MitonOptimal acquires Coram AM

The company has close to half a billion pounds in assets under management and the balance sheet strength that allows Coram to implement its strategy at a pace that exceeds original expectations.

Hong Kong to see more small players grabbing the wealth management cake

London-listed boutique fund manager Jupiter Asset Management expects HK to provide sustainable growth opportunities

The first casualty of the wealth management wars may be UBS

He also thinks UBS would likely not recover the multimillion-dollar price it paid in its 2010 transaction for the former PaineWebber.

Flat asset growth sends Wall Street’s brokers scrambling

Private wealth in the US hit the skids last year as markets contracted.

The Queen's 90th - an opportunity to celebrate our charities...by Penny Lovell

It was also very special to see the Birthday Honours list and in particular to note the CBE awarded to Alison Hutchinson, Chief Executive of Pennies, for services to the Economy and Charities.

The future of International Finance Centres by James Quarmby, Partner – Stephenson Harwood

My main message was that the international finance industry faces many new challenges in the light of the Panama Papers and assorted initiatives from the OECD, the EU and the G8/G20.

UAE and Saudi to remain key regional markets for wealth management

HSBC sees opportunities in succession planning and creation of governance structures

How many millionaires will live in UAE by 2025?

As more affluent individuals will migrate out of some Mideast countries, UAE will see its millionaire numbers rise

Swiss private banks sharpen Southeast Asia focus

Wealth managers capitalise on global banks’ retreat to tap rich clients in developing markets

Tilney celebrates first anniversary with Law Society of Scotland

The partnership has helped to provide resources for solicitors looking after the financial affairs of clients and trustees through the Society’s website, seminars and the Journal Magazine.

Top 10 Drivers Impacting Global Wealth And Asset Management

Preparing well in advance, as regulators and investors now demand, to mitigate risks of the next liquidity crisis.

Why Human Advisors Are Still Important, Says Schwab's Hathi, Others

The robots at least so far cannot answer calls from panicked clients about central bank policy, interest rates or geopolitics.

Advisors brace for the $30 trillion 'great wealth transfer'

The relationship between assets, asset owners and financial advisors is unraveling before our eyes.

Four Reasons The Wealthy Invest In Frontier Markets

Frontier markets will likely make the same journey over the coming decades, and investors who can bear the risks of these markets will profit.

ANZ selldown tipped for wealth, life insurance arms

The bank already held a 49 per cent slice, and established the partnership in May 2002.

Just another service your wealth manager can provide

These extras range from philanthropy services to events aimed at young people, such as a “next-generation” summit offered by Julius Baer, the Swiss wealth manager, where Google employees have spoken.

Private banks leave Geneva as it loses its shine

The locked entrance, where millionaire clients used to come and go, is a reminder that some of the biggest names in global finance have quit Geneva for good.

Credit Suisse: Facebook for the Ultra-Rich

The platform is meant to enable a host of services, according to a trademark filing.

Millennials force wealth managers to up their game

The best way to do this would be online.

Quilter Cheviot partners up with UAE advisory firm PWS

Dubai-based IFA firm Prestige Wealth Solutions, which advises local expats on their pensions, has teamed up with investment manager Quilter Cheviot to offer its clients a discretionary management service.

Wealth and Asset Management