Managers of Wealth

Wealth management service launches largeting expats

A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.

The Meaning of Wealth in the 21st Century: Unlocking the secrets of successful families

'Wealth matters because of what you can do with it.'

How to become a NISA Millionaire starting today by Brewin Dolphin

The wealth manager has revealed that it already has 15 ‘Isa millionaire’ clients, whose Isa pots have broken the magic million pound barrier. A further 40 have assets in ISAs of well over £750,000.

Profits at private bank rise to £16.5m

The bank's return to robust health saw bad debts fall from £7m to £1m last year and enabled it to pay a £25m dividend to its taxpayer-owned parent.

Deutsche and BNY strike outsourcing deal

DeAWM in exclusive talks to outsource fund administration services to BNY Mellon, o

Ex-Rathbones boss Pomfret takes Thai adventure on Aberdeen trus

Pomfret stood down as Rathbones chief executive in February after 10 years at the helm. Under his watch assets under management at the wealth firm rose from £5 billion to £22 billion.

Standard Life Investments confirms £390m Ignis takeover

Standard Life Investments’ intention to acquire Ignis Asset Management was announced on 26th March 2014.

IPE Top 400: SEB Wealth Management takes top spot in Nordic region

Sweden’s SEB Wealth Management has moved up IPE’s global ranking of the 2014 Top 400 Asset Managers survey to take 69th place

Property fund inflows hit 2009 peak

Investors continued to pour money into equity funds at a rapid pace in May despite peaky looking valuations, with £588 million of net new money committed.

Old Mutual Wealth completes Intrinsic buyout

Group confirms ‘significant milestone’ as it buys up restricted advice network as part of chief executive Paul Feeney’s plan for company.

Smith & Williamson launches new ‘SVS’ trading name

Group’s fund administration business will now have two trading names for clients to choose from.

Swiss private banking group raises $530 million to invest in Africa

The fund, which will focus on making deals in Africa, will be managed by Amethis Finance

Shy wealth firms overlook most basic way to win clients

The Futurewealth Report 2014, composed by SEI, Scorpio Partnership and NPG Wealth Management, revealed advisers doubled their chances of receiving a referral by simply asking for one.

FirstGroup Hit By Investor Backlash Over Remuneration Report

Sandell's letter noted that FirstGroup's CEO remuneration package has risen 209% over the past five years

Aberdeen loses to ‘smart’ Schroders in Nutmeg deal

In a statement following the deal, Schroders executive vice chairman Massimo Tosato, who will take a seat on the Nutmeg board, said: ‘We are delighted to participate in funding Nutmeg’s next stage of growth.'

The growth of ‘on-boarding’ and ‘white-labelling’ in the fiduciary services sector

Amicorp offers two distinct business models to private banks: firstly through strategic partnering and client on-boarding; and secondly via white labelled fiduciary solutions.

Deloitte reveals 20 providers to offer sub-set accounts

David Aird, managing director of UK distribution at Investec, says distributors “want to come onto the asset manager’s turf”

Jersey represented with keynote speaker and panellist at leading international banking forum

Jersey is taking part in the International Festival of Business 2014 in Liverpool this week with two representatives speaking in the fifth International Banking and Finance Forum.

YOU are an investment adviser and manager for Outrageous Wealth Managers

Ethics tests for finance sector?

Web wealth manager Nick Hungerford expects race for business

The former wealth manager for blue-chip clients had the idea for the business, which will launch a pensions product in the autumn, after friends asked him to manage their finances.

Wealth and Asset Management