Managers of Wealth

Novia takes £250k stake in advice firm

County Life & Pensions includes the Sterling McCall network.

Speakers confirmed for Guernsey Trust event

The agenda for the day includes a variety of panel sessions

Rothschild-Backed Fidelity of Ghana to Double Branches

Competition among banks is increasing as lenders seek to tap segments of the population who don’t use banking services

UOB Private Bank sponsors CNBC's Managing Asia Succession Planning Series

Featuring leaders from the first to the fifth generation as they share their insights, experiences and strategies on how they are ensuring the sustainability of their companies and creating enduring legacies.

Buoyant DIY investing giant Hargreaves Lansdown 'poised to apply for a full banking licence'

Financial services group Hargreaves Lansdown is expected to say it will apply for a full banking licence to take advantage of a growing flood of client money through its business.

Islamic finance a chance to connect

T.E. Lawrence, also known as Lawrence of Arabia, said that all the revision in the world will not save a bad first draft for the architecture of the thing comes or fails to come in the first conception and revision only affects the detail and ornament.

Barclays’ Spanish wealth management division changes hands

Will consolidate its leadership in Spain, gaining approximately 550,000 new customers, mainly from the retail banking and private and personal banking divisions, as well as a network of 270 branches and approxima

Credit Suisse, Julius Baer Held Possible Merger Talks, SZ Says

Credit Suisse Group AG and Julius Baer Group Ltd. held talks about a possible merger, Swiss newspaper SonntagsZeitung reported, citing people it didn’t identify.

Hoare's Jeremy Marshall: The Bible-smuggler’s son and the case for moral banking

Jeremy Marshall was 10 when his pastor father took him on Bible-smuggling trips into the Soviet Union.

Brewin slashes £13m off tech writedown bill

Along with this impairment charge, the Brewin said would need to pay a further £15 million over the next 10 years under original contracts.

Funds gaining traction in discretionary portfolios

JP Morgan Private Bank and UBS Wealth Management see increasing use of funds in discretionary portfolios. A house view is also seen as synonymous with use of funds.

Bellpenny adds £108m assets with Glasgow IFA buy

Its most recent - and largest - buy came last month when it acquired Torquil Clark from Skipton Building Society for an undisclosed sum

Wealthy Chinese offer rich pickings

As a result, investment managers are instead looking to the wealth management market, where the brave are breaking new ground in search of market share by selling sophisticated, risk-adjusted products.

Transaction between Banque Cramer & Cie SA and Valartis Bank AG, Switzerland successfully closed

Processed and transmitted by NASDAQ OMX Corporate Solutions.

Heartwood: Handelsbanken inflow is 'just getting going'

Heartwood Investment Management’s tie-up with Handelsbanken is already starting to bear fruit, marked by £650 million in gross inflows since the deal completed in May 2013.

'Pragmatic’ planners moving off high cost platforms

McMahon said she believed the Future of Financial Advice (FOFA) changes had acted as a catalyst in the change of attitude on the part of planners, particularly the greater transparency around fees and charges, including fee disclosure statements.

Red-Light District Dims as Zurich Bankers Curb Spending

Bankers who have been core patrons of the city’s sex industry and cabarets are curbing spending.

Julius Baer up after report of Credit Suisse takeover interest

Julius Baer shares rose by more than 2 percent on Friday after a Swiss finance blog said the private bank could eventually become a takeover target for larger rival Credit Suisse.

Private wealth inflows buoy hedge fund assets to USD2.9trn

Three quarters (73 per cent) of hedge fund managers say competition in fundraising has increased in the past 12 months, according to a survey by Preqin.

Swiss banking minnow swims against tide with $220 million war chest

Swiss bank could spend up to 200 million Swiss francs on acquisitions to bolster its private banking and asset management operations

Wealth and Asset Management