Managers of Wealth

Smaller Swiss private banks most exposed to SNB policy shock

This means that, instead of receiving interest on that money, affected banks have to pay the SNB for looking after it

RBC Is Buying The Bank That Once Lent Frank Sinatra Cash To Pay Ransom For His Kidnapped Son

A staple in the entertainment business, City National, founded in 1954, more recently helped manage the money of celebrities ranging from actor Michael J. Fox to producer Jerry Bruckheimer

Brewin Dolphin signs up for second presidential year

Wealth management firm Brewin Dolphin has signed up to support the North East Chamber of Commerce President’s Club

Equiom Group continues its expansion

This move sees Equiom establish a presence in the region for the first time

Swiss bank on safe haven label to become world's data vault

Switzerland, facing an erosion of the banking secrecy laws that helped make it the world's banker, is now touting its reputation as a safe and stable haven to become a global data vault

Brewin Dolphin brushes off a drop in commission to increase assets under management

Wealth manager said market volatility had kept transaction volumes low in recent months

Wealth management firm Mattioli Woods buys pension business for £1

The amount of clients' money managed by Mattioli Woods has now topped £5 billion for the first time – up 16 per cent year on year.

Pool House Professional Advisers acquires DC Wealth

The acquisition allows DC Wealth, a former long-standing Sutton Coldfield firm which moved to Lichfield in recent years, to be directly authorised under the Financial Conduct Authority

James Hay Partnership goes live on Calastone¹s global fund transaction network

James Hay prides itself on offering a highly flexible and modular approach to wealth and investment planning for its 49,000+ investors

Guernsey named Europe's best captive domicile for third straight year

Guernsey has been crowned European domicile of the year for the third successive year at the UK Captive Services Awards 2015.

UBS says to charge large companies for deposits in Switzerland

UBS said on Tuesday it had introduced a deposit charge for certain large account balances in Switzerland, following policy moves by the Swiss National Bank which have sent the value of the safe-haven Swiss franc soaring.

The public worries of Swiss private bankers

Sudden appreciation in Swiss currency impinges heavily on their overseas income

Creechurch has £12m war chest for acquisitions

The firm, which currently runs over £450 million, is looking to expand its regional footprint.

High Net-Worth Investors Claim ‘All Of The Above’ On Energy; Renewable And Otherwise

When it comes to developing and investing in energy, high net-worth investors say. "all of the above," according to a recent poll conducted by Morgan Stanley Wealth Management.

Investors urge Standard Chartered to replace boss

Two of the bank's investors have told its chairman to find a replacement for Peter Sands

Got a spare billion? Investment bankers are keen to help

The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers.

Swiss private banks fight for survival

Analysts and bankers believe the dramatic central bank u-turn will be extremely damaging for Swiss private banks and asset managers that have a high proportion of their costs in Swiss francs, but most of their revenues in foreign currencies.

Jeremy Paxman to pose the questions at Jersey funds event in London

Former BBC Newsnight anchor, Jeremy Paxman, will be asking the questions about the prospects for the international funds industry when he is the moderator at this year’s Jersey Finance funds conference in London on March 19.

RBC CEO sees no need for big acquisitions after City National deal

I wouldn't call it a one-and-done, but we don't need to make other acquisitions to achieve our goals

Raymond James' recruiting bump will boost next quarter

Recruiting remains robust ... so we should have a tailwind in that area

Wealth and Asset Management