Managers of Wealth

Stern Advice: I am woman, hear me roar

It was painted there by the financial services industry, which has grown hyper-aware of the fact that women have a lot of money and are about to have a lot more.

Private banks are increasingly seeking the ultra-rich

The ultra-rich are known as a high-maintenance group of clients, typically commanding more sophisticated banking services as well as the best perks from their private banks

Advisers remain keen to make an obvious difference

The lines demarcating private banking and wealth management are somewhat blurred.

Third Financial Software ink sponsorship deal with British Triathlete

London based financial software company, Third Financial Software, have agreed a sponsorship deal with British Triathlete, Laura Fidler.

Brewin commits to Scotland despite ‘palpable’ uncertainties

The lack of certainty is still palpable

Schwab Reports Second Quarter Net Income Up 27% Year-Over-Year

"Wealth management capabilities are an important element of our contemporary full-service investing model," Mr. Bettinger

Northern Trust Corporation Reports Second Quarter Net Income of $181.9 Million

Wealth Management trust, investment and other servicing fees were $311.5 million, up $11.2 million, or 4%, from $300.3 million in the prior quarter

Private bank to acquire $4.3B RIA, creating $9B wealth management monster

Bank will establish a new, wholly owned subsidiary that will combine its existing wealth management business with that of Banyan Partners. Subject to regulatory approval and customary closing conditions, the transaction is expected to clos

SJP adviser acquires two advice firms for undisclosed sum

A new legal firm enjoying rapid early growth across the business has acquired two Financial Services businesses to bolster its Financial Management arm.

Emerging markets - private banking needs differ

A huge, fast-growing client segment can't be reached with traditional wealth management products

Merrill Lynch Wealth profit strained by expenses

Bank of America's continuing investment in its Merrill Lynch wealth management business caused expenses in its global wealth sector to grow more quickly than revenue in the second quarter.

Investors Want to Access Financial Advisor Profiles and Ratings

Investors are growing more interested in using mobile technology for financial purposes.

PNC Bank Boosts Investment Services Revenue

The Asset Management Group, which includes personal wealth management for high-net-worth and ultra-high-net-worth clients, raked in $362 million in revenue in the second quarter,

Exodus at top firm unit continues

The unit is said to resemble something of a revolving door,

Private Banks Not First Choice For Wealthy – StanChart Report

The majority of high net worth business owners prefer consulting lawyers and accountants over their private banks for planning their wealth transfer to their successors, a new study finds.

Bit Trade eyes move into Australian wealth management

Bit Trade Australia is applying for an Australian Financial Services Licence as the company attempts to test the waters of wealth management and merchant services, despite the risk and volatility surrounding Bitcoin – the world’s most famous d

Citi profit dips, hurt by $7bn settlement

The accord came roughly six years after the height of the financial crisis. It is one of several Justice Department probes into the packaging and sale of risky home loans.

Sanlam rebrands UK businesses

New logos and brand style to be used, with all UK entities now trading simply as Sanlam.

JPMorgan Chase sees trading drop, yet still beats expectations

JPMorgan's stock rose $1.11, or 2 percent, to $57.40 in early trading.

Asset managers form group ahead of watchdog probe

The buyside-focused unit of the International Capital Market Association – which represents firms including Aviva Investors, Goldman Sachs Asset Management, Pimco and Schroders – has confirmed plans for a meeting in September before the consul

Wealth and Asset Management