Managers of Wealth

Brewins merges teams in research revamp

Research head Matthew Butcher said it would bring greater efficiencies and consistency to the group’s investment decisions.

Rathbones IM continues regional expansion

This new hub complements Rathbones’ established presence in Winchester and brings its total number of branches to 14 across the UK and Channel Islands.

Two prestigious awards for Nedbank Private Wealth

The awards presented recently to Nedbank Private Wealth were an outright win of the category Best Private Bank for High Net Worth Clients US$1m to US$10m, and an equal first for Relationship Management, both for the Jersey region, under the Global Award C

DBS promotions targeting wealth management clients

DBS Taiwan has launched various promotional offers targeting those with wealth management needs.

PAM Winner - Northern Trust Named "Best Private Wealth Manager"

“Private Asset Management magazine selected Northern Trust for the award because of its expertise in the private wealth arena and its ability to provide clients with top of the line investment, wealth planning and servicing capabilities.”

PAM Winner - Marsh Private Client Services Awarded Best High Net Worth Insurance Firm

The winners of the 2013 awards were chosen by an outside panel of industry experts and were announced in a ceremony at Cipriani in New York on February 12, 2013.

PAM Winner - Atlantic Trust Named Best Wealth Manager: Long-Term Performance

Atlantic Trust was recognized by Private Asset Management for the firm's long-term investment excellence.

PAM Winner - U.S. Trust Wins Best Private Bank – Client Service

“We take great pride in being recognized for what U.S. Trust is most committed to: service to our clients and their families."

Nick Travis and Kevin O’Shea named in Citywire Wealth Manager’s Top 30 under 30

The entrants are decided on a combined basis of academic success, professional qualifications, and the impact they have had on the business they work for.

Swiss private bank opens London office

“It fits very much within our strategy of chasing global entrepreneurs,”

East Midlands-based IFA moves £70m to Novia

Steve Moseley said that cost, functionality and usability dictated the platform switch.

Julius Baer Most Hurt by Kickbacks Ban

Julius Baer Group Ltd. (BAER) would probably be the most affected by the elimination of retrocession fees, or kickbacks, that are paid to banks in Switzerland for selling fund products, Morgan Stanley analysts said.

AMP Wealth Management up 21 pc

“The strong performance of our Wealth Management business reinforces the benefits of the merger with AXA, with a suite of contemporary products and services that cater for all key market segments, supported by Australia’s leading financial adv

Raymond James reports new AUA record

Client assets under administration reached a new record of $403 billion, up 2.8% over last month and 43.6% over last January. Similarly, financial assets under management reached a new high of $48.9 billion, up 5.2% over last month and 32.9% over last Jan

Wealth and Asset Management