Managers of Wealth

Wealth Adviser: Working with Your Own Family Gets Tricky

It’s natural enough for a financial adviser’s relatives to become clients

How Abu Dhabi's mega-rich are buying up London

They’re snapping up restaurants, taking over hotels — even investing in the water supply. But not everyone’s happy. James Ashton reports on the Abu Dhabi super-rich buying up the capital

Wealth management firms likely to be affected by Mifid II

More clarity is needed from the FCA ahead of the 2017 deadline

UBS still needs to get rid of investment bank -activist investor

Activist investor Knight Vinke said UBS needs to "radically" shrink and should look at spinning off or merging its investment bank

Brewin named as top UK takeover target

Brewin Dolphin has been named as a prime candidate to join the wealth management M&A merry-go-round by broker Liberum Capital.

Close Brothers buys Scottish IFA

Andy Cumming, head of advice at Close Brothers Asset Management, said the acquisition will strengthen the group's integrated wealth presence in Scotland.

Wealth managers flock to convertibles as volatility rises

Wealth managers have been reducing equity allocations and using convertible bonds to dampen the volatility of their multi-asset portfolios

UBS set to beef up compliance with 350 staff - memo

Swiss bank UBS is set to add as many as 350 compliance staff in Nashville and Krakow over the next two to three years, according to a memo seen by Reuters on Friday.

JM Finn profit surges 25% as war chest reaches £22m

He said the firm has continued to invest in the business this year

Expect exodus from large wealth managers to continue

Financial services professionals will continue to leave wealth management heavyweights in favour of the relative freedom of smaller firms, according to IFP chief executive Steve Gazzard.

Digital technology transforms wealth management industry

The early success of an online service that matches wealthy people with wealth managers demonstrates that investors want more choice in where advice comes from.

A Navy Seal, a Yacht Captain, and 500 Other People Billionaires Trust to Manage Their Money

Managing the life of Sergey Brin is big business

Wealth giants investigated by ASIC over advice charges

ASIC today provided an update on its Wealth Management Project which is focusing on the conduct of the largest financial advice firms

UBS Said to Begin Review of Australia Wealth Business

UBS Group AG is undertaking a review of its Australian wealth-management business that may lead to a sale of the unit

Weekly Close Up - Close Brothers

The sunny days have put me in a more literary mood. ”Now is the winter of our discontent made glorious summer” Richard III once famously announced.

Banks leverage off private wealth arms

Banks in Asia have been leveraging off their private banking arms to generate investment banking deal flow

114K UHNW individuals relocated to UK over past decade

Last year, 15 people per day joined the ranks of ultra-high-net-worth individuals

The growth of global wealth

INSITE 2015 will feature nearly 40 sessions to provide attendees with actionable ideas and steps to navigate the industry's emerging trends around technology, regulation and practice management

U.S. private wealth management division of CIBC receives Delaware Trust Charter

The state of Delaware has long been known as a leader in trust laws, offering wealthy clients more advantageous tax benefits, investment flexibility, control over trust terms and asset protection.

Private equity firms circle £100m 7IM

Private equity firms are circling Seven Investment Management and could value the wealth manager at over £100m, Money Marketing understands.

Wealth and Asset Management