07/31/2015
Charles Stanley completes suitability review
Charles Stanley has completed a suitability review of its processes as part of its ambition to become a leading UK wealth manager by 2020.
Wealth and Asset Management
07/31/2015
Non-doms flock to wealth manager 'dating' service
The online service to match wealth managers with clients, findawealthmanager.com has revealed that the number of resident non-dom users are on the rise.
07/30/2015
Merrill Lynch is refocusing on international wealth management
Merrill Plans Overseas Splash With New International Adviser Group
07/30/2015
For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for HNW clients — but should they get involved?
07/30/2015
SJP halts referrals to Quilter Cheviot ahead of deal
St James’ Place will no longer refer on discretionary mandates to Quilter Cheviot as a result of its buy of Rowan Dartington.
07/30/2015
Between fact and fiction: the Rothschilds in China
The Rothschilds were said to be the wealthiest and most mysterious banking families in Europe during the 19th century
07/30/2015
TD wins coveted customer satisfaction award from J.D. Power
The common element among these services: TD likes to incorporate what it calls the “biscuit”
07/30/2015
Noah Announces Strategic Cooperation with Union Bancaire Privee to Bolster Global Capabilities
The cooperation agreement will enable Noah to grow its global capabilities in research and product design and UBP to increase its reach in the Chinese wealth management market.
07/29/2015
Offering Wealthy Heirs Crash Courses on Art Problematic
Citigroup offers wealthy heirs an art auction crash course, but is it actually a good idea?
07/29/2015
St James' Place swoops on private client broker
The purchase, subject to regulatory approval, will add around £1 billion in assets under management to the company’s current total of £55.5 billion at the end of June.
07/29/2015
Barclays on track to buy African operations from mother company
Barclays Africa Group was also looking to enter the Nigerian market. It had submitted licence applications in the west African country but was awaiting a response.
07/29/2015
Providing Wealth Management Services To Middle-Market Commercial Banking Clients
The amount of additional revenues that are likely range from increases of 50 percent to as much as quadrupling it – a function of the products provided.
07/29/2015
Rowan Dartington on hiring spree after SJP acquisition
Rowan Dartington will use the next few months before its acquisition by St James Place closes to review teams and bulk up staff.
07/29/2015
Firms See Increasing Need to Serve Global Families
Family Office Increases Resources To Serve International Families
07/29/2015
Envestnet recognized as a leader in transforming wealth management
Envestnet, Inc. continues to earn top wealth management industry awards.
07/29/2015
St James's Place blames levy increase for first half profit drop
Total funds under management at June 2015 were up 6.7%
07/29/2015
The growing wealth gap that nobody is talking about
Young people have always been poor, but today's young people are poorer than most
07/28/2015
HighTower Welcomes Guggenheim Wealth Management Business
Guggenheim has been a provider of alternative investments on the HighTower platform since 2011.
07/28/2015
High-Net Worth Huddle: Teaching Venture Capital To The World's Wealthiest
In a downstairs conference room in San Mateo, Calif., a dozen businessmen from around the world are listening to the nitty gritty about venture capital investing.
07/28/2015
Former Barclays Wealth advisers launch firm
Dynasty is a New York firm founded in 2010 by former Smith Barney and Citigroup Inc executives