Managers of Wealth

Wealth advisers on a roll, indies fastest

The faster growth rates are in the independent financial adviser part of the business

Impact investing on the cusp of mainstream wealth management

The significance of investment directed at achieving impact is growing, as is the willingness to engage in it beyond the traditional confines of corporate philanthropy.

Heritage buildings in Singapore given new lease of life

More banks and financial institutions in Singapore are using heritage buildings as a training ground for employees in the Asia Pacific region.

Furious IFAs accuse Aegon of ‘poaching’ customers

PENSIONS company Aegon has been accused of attempting to “poach” clients from independent financial advisers without informing them.

Inquiry has Macquarie Private Wealth in its sights

The report also reveals that ASIC senior executive leader for financial adviser Joanna Bird believed that Macquarie Private Wealth had "systemic failings of compliance and it had a poor compliance culture."

Albanian Private Bank CEO Shot Dead Outside Office

He had been CEO and director-general of the 11-year-old Banka Credins

Tilney posts £13.6 million loss ahead of Permira deal

Tilney has also made a further £7.6 million provision for compensation and redress costs for this year.

How to succeed in (the) business: 5 tips from top wealth managers

The simple idea of charging a fee and not being paid based on the actions or products you recommend was a novel concept in the retail investment market, and it has paid off in spades.

What’s in a name? The art of rebranding post-M&A

Quilter Cheviot marketing director Jane Seymour said the combined company decided on this route with both brands being ‘well-known and respected in our target markets'

14 Ways to Woo the Wealthy

To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.

Abigail Jones Feder, JPMorgan Fixed-Income Executive, Dies at 51

Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.

WH Ireland expands wealth arm with four senior hires

Financial services firm WH Ireland has expanded its private wealth management business in a bid to grow assets under management.

Standard Chartered Warns on Profit

This has been a disappointing first half, with difficult trading conditions, particularly in financial markets," Mr. Sands said

Jersey establishes Shanghai presence

These moves are a real statement of intent for Jersey in this market

A-list fund folks gather in Monaco to discuss the next big thing (and party)

This year emerging markets, frontier investments and especially Africa have gotten a lot of attention.

Schroder's Invests in Online Wealth Manager

Venture capital firm Balderton, which has previously invested in online companies LoveFilm, Betfair and Zopa, is also involved in the fundraisin

Private client wealth management firm merges Plymouth and Truro offices

The commitment to the county is very much intact

European Wealth buys Surrey-based IFA firm

The business will be relocated and fully integrated into European Wealth's head office in London

Bank J. Safra Sarasin establishes new policy structure to lead sustainability strategy

This will comprise of an internal Corporate Sustainability Board and a revised external Sustainability Advisory Council.

Now Is The Time to Invest In Technology that Enables Growth

Much of this expansion will come from high-growth regions such as South America, Asia, Africa and the Middle East. PwC predicts between 2010-2020

Wealth and Asset Management