Managers of Wealth

Discretionary fund manager teams up with financial planners

Currently has a 93 strong investment team, which will be available to Pareto.

Lord Rothschild warns of unchartered waters amidst ‘greatest monetary experiment’

This represents a net asset growth of £87.9m year-on-year, and £567m growth in the last three years alone for the trust which deals in quoted securities and special situations.

Margetts Wealth targets £1m breakthrough after relocation

Using more than 75 years’ combined experience, the firm works with individuals and business owners to identify where they need support and expert advice on investments

SJP’s charging structures must be more transparent

There seems to be alchemy going on here, as well as the misleading concept to their customers that they are as good as independent and use expressions like partners rather than sales reps.

Mass Bank Account Data Shared By German State

Information sent to foreign tax authorities on more than 100,000 bank account holders suspected of tax evasion in 19 countries

Lebenthal shutters wealth management group

The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace

Lebenthal shutters wealth management group

The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace

Modernizing Trusts for Modernized Families

In the UHNW space, these claims can bring unwanted publicity.

PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors

Advisors must have a minimum of seven years of experience to be considered.

Tiny German bank breaks taboo by charging rich clients for deposits

Several German banks have passed on the ECB's negative deposit rate to large commercial customers such as companies and institutional investors

Cofunds to offer investment trusts following Aegon deal

This could revolutionise the distribution of investment trusts, a £149 billion sector that has struggled to make inroads to the wider IFA market.

The amazing forgotten Barclays recruitment video.

The same cannot be said for the truly, truly excellent Barclays Capital recruitment video from 2006 which we’ve posted below.

WM Profile: SJP’s Ralph on acquisitions, opportunities and vertical challenges

We are vertically integrated in that we manufacture and distribute.

Financial fertiliser - St. James's Place

Governor Mark Carney indicated that the BoE had chosen to prioritise supporting growth over taming inflation.

The conversation clients need to have with their wealth managers

This distinction is important because these two sets of clients approach risk in a significantly different manner.

Old Mutual profit up on lower tax expenses

As part of its separation, the investment firm on Tuesday announced the sale of its Italian wealth arm to private equity-backed Ergo Italia for €278m.

OCBC Bank set to disrupt wealth management and customer service with these 3 startups

As it turns out that objective wasn’t just ‘blue-sky thinking’ on OCBC’s part.

Credit Suisse CEO says bank does not need to raise capital: Bloomberg

The bank's shares were down 48.8 percent this year up to Monday's close.

Sale price of Swiss bank BSI plummets due to 1MDB scandal

EFG had earlier announced that it planned to pay roughly 1.33 billion francs for Lugano-based BSI, in a deal expected to close later in the year.

Brexit Uncertainty Has Wealthy Asians Looking West

Increased uncertainty and volatility has accelerated the trend

Wealth and Asset Management