Managers of Wealth

Ingenious Asset Management completes acquisition of Thurleigh Investment Managers

The Ingenious Asset Management and Thurleigh teams have successfully combined, and are now working seamlessly together at 15 Golden Square, London.

Private Equity Specialist Launches a Depositary Offering in Guernsey

In the last 18 months Ipes has doubled the size of its London team through the expansion of its Depositary service.

Blackstone Unit Courts Wealthy Seen as Best Growth Source

Schwarzman, whose net worth exceeds $10 billion, regularly bemoans that individual investors don’t allocate more money

Cofunds insists it is not competing with IFAs

We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.

Raymond James' executive sees record recruiting year for top advisers

Raymond James' roughly 6,200 financial advisers manage $462 billion in assets

Blevins Franks expanding wealth management business in Portugal

The Prime Minister of Malta, the Honourable Mr. Joseph Muscat, was the keynote speaker at the annual Blevins Franks Wealth Management Conference which this year was held in Malta in late June and was attended by 150 delegates from around Europe.

Best global bank 2014: UBS – Model of a modern bank

The bold decisions taken then by a new chief executive and his management team make it today a bank that others seek to emulate.

Asian HNWIs look afield for better returns

And among equities, non-domestic ones are in favour over domestic ones

Blackstone to Buy a Wealth Management Business

Friends Life Group said on Friday that it had agreed to sell its Luxembourg-based wealth management arm

Kleinwort Benson bank hires experts after media leak

Forensic experts have been hired by a Jersey bank to investigate how thousands of clients' details were leaked to journalists.

Bank of Montreal's latest gambit in the fight for market share in wealth management

Launches Website to Recruit Women for Brokerage Division

Credit Suisse Sells Italian Affluent Clients Business

The deal will allow Banca Generali to strengthen its presence in strategic areas in Ital

Guernsey And Private Equity – Laying Roots

Fiona Le Poidevin, chief executive of Guernsey Finance, on why the Channel Island is home to many established private equity businesses.

Impax buys out property business

The announcement follows the sale of the third of four UK buildings held by the fund, which raised £69 million to investment in and retrofit property in 2008.

Judith McGee CEO and Financial Adviser with McGee Wealth Management Makes the Prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers List

Judith McGee, L.H.D., C.F.P. and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers List.

Wealth and Asset Management