Managers of Wealth

Julius Baer pares BlackRock product range

The moves comes after the US fund house had gained a dominant share of Julius Baer's shelf space following the Swiss bank's acquisition of Merrill Lynch's wealth business.

Nedgroup Investments’s major branding problem

What does the label say?

Baring doubles fund director fees to reflect regulation

Baring Alpha Funds an umbrella type investment company owned by Baring Asset Management has doubled its directors' fees from €25,000 to €50,000 to reflect their greater regulatory responsibilities.

FCA: 50% of wealth managers failing to disclose ongoing charges

The wealth management sector is failing to properly disclose percentage charges

Wealth management ramps up in Houston, brings regulators along for the ride

Houston's wealthy also captured the attention of out-of-towners like New York-based Bessemer Trust

Vision Wealth Expands Global Operations with New Office in Dubai

Vision Wealth Capital launches exciting new growth potential in the Middle East

Wells to raise minimum stock commission size for FAs

A $30 rise in the so-called ticket charge may not sound egregious but transactions can quickly add up

Wealth management firm raises £1.9m in bonds

Wealth management firm AFH has raised £1.9m of unsecured loan notes to assist its acquisition of adviser firms

Wealth managers 'singled out' in FCA review

Wealth managers are risking the regulator’s stick with their opaque disclosure of costs

Brewin Dolphin's Senior Management views and forecasts for 2015

Brewin Dolphin's Senior Management provide their forecasts for 2015

Sanlam and Four merger receives FCA approval

The move will not affect existing investment teams or investment processes.

Financial Advisor Usage: Going from "No" to "Go"

The primary reasons self-directed investors do not consult a financial advisor are either cost considerations or they think they can do a better job.

Under pressure Swiss banks eye China

Switzerland's banking sector, facing the end of the secrecy that was once the bedrock of its business, is turning to China as it seeks new markets for the future.

Inside Wealth: Some of the rich collect art. Others collect passports.

Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.

Julius Baer answers critics of Merrill Lynch deal

Two years after Julius Baer snapped up the international wealth management business of Merrill Lynch, its chief executive is feeling vindicated.

HSBC's Swiss private banking arm not for sale

HSBC said in June it was selling $12.5 billion of private banking assets in Switzerland to Liechtenstein's biggest bank LGT Group Foundation [LGTGFB.UL] but was committed to Switzerland as an international centre for its global private banking busine

UAE's wealthy aren't materialists but want quality experiences

New research conducted among high net worth individuals in the UAE has revealed that over three quarters prefer to spend money on quality experiences rather than owning yet more luxury items

Michael Schumacher 'dropped by £4m a year sponsors' as he recovers from ski accident

Formula One champion Michael Schumacher has been dropped by wealthy sponsors following a ski accident in France almost a year ago which left him in a coma, according to a Swiss news website.

Julius Baer Becomes Title Sponsor For Punta Del Este Eprix

For Julius Baer, Formula E, with its visionary approach and global reach, is an ideal sponsorship platform

Swiss scion targets Middle East

The family-friendly approach is one of the selling points Lombard Odier is using in its push into private banking, wealth and asset management in the region.

Wealth and Asset Management