Managers of Wealth

Too Many Charities Chasing The Same Pool Of Private Capital

Private wealth is increasingly stepping in to fill the void left by governments

Essex IFA looks to Europe for high-net-worth opportunities

Essex-based Financial Planning firm is considering expanding into Europe to tap into the high-net-worth market.

Dubai changes financial rules to lure richest investors

The rules create a new class of funds that can be domiciled in the Dubai International Financial Centre (DIFC), facing less stringent regulation and thus lower costs than existing funds.

Royal London aims to quadruple Ascentric AUM after 'quiet' 2014

Market gains have nonetheless helped boost assets under management from £6.2bn to £8bn, a 30% gain.

Hume Capital Securities nets deal with Wealth Manager

Finance firm Hume Capital Securities has secured a ‘significant’ deal with a Malaysian wealth management firm.

ADCB Launches Commercial Offshore Banking Products

ADCB continually brings its clients effective, reliable and innovative solutions.

Skandia launches technical information hub for advisers

The range of historical and new materials available includes the specialist tax and financial planning support -

Van Lanschot the new sponsor of the Van Gogh Museum

The Van Gogh Museum and Van Lanschot have announced today that they have entered into a sponsoring agreement.

UBS says widens background checks for specialist employees

UBS is beefing up policing of its employees as it grapples with a probe into potential rigging of the global foreign exchange market, including by the Securities and Exchange Commission, U.S. justice officials, and Britain's Financial Conduct Authori

Raiffeisen open to making acquisitions in private banking

He said it was easier to grow in the asset management sector than private banking at the moment, due to uncertainty surrounding tax issues.

Swiss Banks Slammed For Expat Business Policy

The Swiss Bankers Association says offshore asset management has become too costly and risky in many countries.

The Smell of Money

Investors cannot underemphasize the importance of global investing

European bankers not needed for banking jobs in Singapore

Singapore may have overtaken Switzerland as the world’s fastest growing wealth management hub, but that isn’t making European private bankers flock to jobs in the city state.

Swiss Banker Eyeing Assets of RBS’s Coutts

Seeking to acquire businesses with between 1 billion Swiss francs ($1.1 billion) and 10 billion francs of client assets under management, Syz said.

Ashcourt Rowan Sipp book sale hot on heels of FCA policy review

Ashcourt Rowan acquired these companies as part of its purchase of Leeds-based UK Wealth Management in May.

Quilter Cheviot sees Leeds and Newcastle opportunity

We have got genuine scope for expansion in the regions, it’s a core part of what we do.’

Sheriar Bradbury: Why aren't IFAs heard?

The advice profession needs a strong, unified voice in order to get a 'seat at the top table' of financial services

Wealth adviser launches with $650M in assets under management

Five former Morgan Stanley financial advisers have formed Encompass Wealth Advisors, a wealth management firm that opens its doors with nearly $650 million in assets under management.

Swiss Banks Return To The United States

A handful of Swiss banking institutes have started to re-engage with the United States off-shore market entirely within the law

HSBC joins RBS in £7.1m payout to bosses to dodge bonus cap

British regulators had joined banks in campaigning against the bonus caps – they fear that if British banks cannot pay as much as US and Asian rivals, the best bankers will quit.

Wealth and Asset Management