Managers of Wealth

RBC Global Asset Management announces September funds sales

Sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC).

Millionaire Spotting – What Sets Them Apart from Other Investors?

Latest research from Phoenix Marketing International profiles the breadth of financial holdings of millionaires in the UK.

Credit Suisse Advances to No 2 Prime Broker Worldwide

Credit Suisse has announce that it is now the second-largest prime broker globally, as recognized in the 2012 Hedge Fund Intelligence survey of assets in prime brokerage.

netwealth launches global trading on platforms

Independently owned platform provider netwealth has launched an international securities offering that gives access to securities listed on 10 global exchanges to retail investors via its Wrap and Superannuation platforms.

Business from Ultra Wealthy Asian Clients Grows at Citi

Increasing wealth in Asia has lifted the fortunes of Citi Private Bank's fledgling North America Asian Clients Group.

Hargreaves Lansdown dominates the What Investment Readers' Awards 2012

Hargreaves Lansdown has swept aside all opposition in this year’s What Investment Readers’ Awards, netting a hat-trick of titles.

Swiss wealth management boutique to acquire Clariden Leu (Europe)

The purchase price for the transaction will not be disclosed.

Reading-based wealth management firm gets FSA OK

Mr Ronaldson said: “The initial acquisitions are proof of the strength of our proposition and a testament to the quality of the client-facing process that we have been building since we announced our formation and funding back in May.”

Lloyds Remains Committed to Swiss Wealth Hub as Assets Decline

“Switzerland is a strategic priority, and it’s somewhere where we are investing,” Galley, who is based in Geneva, told reporters in Nyon, Switzerland today. “We’re not struggling at all.”

Fiera acquires SG Private Banking subsidiary

The acquisition, which is expected to be immediately accretive to earnings, solidifies Fiera's position as one of Canada's fastest growing investment managers, with assets under management of $55 billion.

UK Private Bank Joins London Stock Exchange

As a non-direct member firm Arbuthnot Latham will benefit from access to a network of major international financial organisations and listed companies.

Fairbairn name dropped in Nedbank restructure

The name change is subject to regulatory approval.

M&A on rise for wealth managers

Mergers and acquisitions in wealth management has maintained pace in the past 21 months with over USD9.42 billion being spent on deals involving HNW client funds.

Hana Bank aims to tap China's growing private banking market

Hana Bank is the first South Korean bank to implement its own private banking system in mainland China

ARC Charity Indices - RESEARCH

The Q3 2012 performance estimates for the ARC Charity Indices have been calculated.

Barclays restructures its wealth management team

‘This ties into the firm’s ambition to integrate its core efficiencies and harness all resources across the business for the benefit of our clients,’ a Barclays spokesperson said in an accompanying statement.

Wealthy to increase or continue charitable donations

The nationwide survey was conducted by mail from April to August. It is based on responses from 700 U.S. households with a net worth of more than $1 million, excluding the value of their home, and/or annual income of more than $200,000.

Asia's financial centres compete for wealth management supremacy

The question is, which city will it be?

Investec Wealth raises new client fees after de Broë integration

Investec Wealth & Investment’s has unified its rate card following its integration with Williams de Broë, in a move which will see charges raised for new private clients.

Smith eyes global ANZ wealth division

“Simpler super is almost perfect for bank distribution.”

Wealth and Asset Management