Managers of Wealth

What Does A $30 Trillion Customer Service Experience Look Like?

Did you know that baby boomers are expected to pass down over $30 trillion to their children, or whomever may be lucky enough to be named in their wills? Neither did I.

Great disruption looming for Asia's private banks

The cosy relationship between private banks and underwriters is an ideal target, says Jonathan Rogers.

Merrill Lynch Head: There Is Value in Robos

Thiel cited a study that found when individual investors work on their own, their portfolio experiences behavioral drag, because most people have a fundamental inability to buy and sell at the right time.

Citywealth Magic Circle winners announced

Citywealth has announced its Magic Circle Awards winners for 2015. A total of 35 companies and individuals have been selected for their outstanding performance, by more than 15,200 public votes and 10 judges within the wealth management sector.

Calastone celebrates five years of five-a-side football

This year’s Funds Industry Football Charity Shield to take place on 21st May

Lord Waldegrave takes over as Coutts chairman

The appointment follows a string of senior hires across the business as Coutts continues to invest in it flagship Trust company in Jersey.

New Pictet Group partner appointed

‘Nevertheless, the number of partners now with deep asset management experience has increased to three out of seven,’ a spokesperson of the company said.

Are Rathbones and Close plotting Duncan Lawrie bids?

Rathbones and Close Brothers have been linked with a bid for Duncan Lawrie

National adviser firm pushes past £3bn with double deal

The latest deals take takes the firm past £3bn funds under management

Ultra high net-worth Chinese investors set to pile into UK property following David Cameron election victory

The British government has been wooing big business and high net worth individuals in the country in a big way.

London-based asset management firm sets sights on Abu Dhabi

“Two things are driving this growth; one is there is a growth in the pool of savings in the world. The reason why we’re going so much more than the market is because there is a yearning from large clients for an asset manager that is truly ali

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.

Towry completes Ashcourt Rowan acquisition

Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan

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.

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

Cambridgeshire IFA acquires law firm

Wealth Manager has acquired law firm Jeffrey Mills Solicitors

Wealth manager to launch a rival to Nutmeg

Wealth manager is setting up a discretionary investment platform later this year

RBC WM signs up for system that tackles robo-adviser threat

Helps wealth managers to gauge the risk profile of clients and assess

UK Wealth manager inks partnership

The two London-based companies are teaming up

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.

Wealth and Asset Management