05/08/2015
Old Mutual reconnects with Africa
The company's choice of Bruce Hemphill as new chief executive fits in with longer-term – and more challenging – goals.
Wealth and Asset Management
05/08/2015
Towry completes Ashcourt Rowan acquisition
Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan
05/08/2015
South Africa sees rise in new dollar millionaires
THERE is just no stopping the creation of new millionaires in SA, with blacks, Indians and coloureds fuelling the accelerating trend.
05/07/2015
Chevy Chase Trust Tops Forbes’ Ranking of Wealth Management Firms
Bethesda-based Chevy Chase Trust has been named the top wealth management firm in the country by Forbes
05/07/2015
Cambridgeshire IFA acquires law firm
Wealth Manager has acquired law firm Jeffrey Mills Solicitors
05/07/2015
Wealth manager to launch a rival to Nutmeg
Wealth manager is setting up a discretionary investment platform later this year
05/07/2015
RBC WM signs up for system that tackles robo-adviser threat
Helps wealth managers to gauge the risk profile of clients and assess
05/07/2015
UK Wealth manager inks partnership
The two London-based companies are teaming up
05/07/2015
WINNERS: Asian Private Banker Asset Management Awards For Excellence 2014/15
Asian Private Banker has announced the winners of the following categories for the Asset Management Awards for Excellence 2014/15.
05/07/2015
Wealth Management Powerhouses Drive Up MBA Recruitment At Banks, Insurers
The profitability of wealth management is such that large banks including UBS, Deutsche Bank and Credit Suisse, and insurers, are pushing up MBA jobs at wealth units
05/07/2015
When High-Net-Worth Clients Want to Go DIY
Nearly 30% of high-net-worth investors — defined as those with $5 million or more to invest — think of themselves as managing their own money
05/07/2015
Signia Wealth director joins Smith & Williamson
He will work with private clients, family offices, charities and trusts.
05/07/2015
Keeping Your Wealth in Good Health
We are going from strength to strength
05/06/2015
Westpac to review wealth advice
Westpac has revealed it is reviewing previous financial advice in the wake of several scandals across the industry that have engulfed its big four rivals.
05/06/2015
Swiss private bank appoints MD for Continental Europe business
He was with Coutts & Co Ltd previously, will assume the role in November.
05/06/2015
Tavistock Investments continue expansion with Regional Acquisition
Duchy is an independent financial advisory business with offices in Truro and St Ives, Cornwall
05/06/2015
Swiss Private Bannk names J. Safra Sarasin banker as Asia head
He has been chief executive of J. Safra Sarasin's Singapore office since 2013 and held roles for BNP Paribas's private bank in Switzerland and Asia before that.
05/06/2015
City stockbroker swoops for Charles Stanley's broking business
The group sold its financial solutions business last month and has closed several regional offices in an attempt to focus more closely on wealth management.
05/06/2015
The Big Four
A Florida art collector was shipping $50 million in artwork from his southern home to New York City for an exhibition when the truck carrying the works broke down on the highway
05/05/2015
Italians arrest ex-Swiss banker for 'tax fraud'
Authorities in Milan said on Monday that they have detained a former Swiss banker for allegedly helping wealthy Italian clients evade taxes and launder large sums of money, including the proceeds of embezzlement