Managers of Wealth

Two Types Of Affluent Celebrities

There is a nearly insatiable interest in how celebrities spend their time and money

Asia's rich wary of global banks managing money: Portcullis TrustNet

Wealthy Asians are increasingly wary of letting banks look after their money and would rather use smaller asset managers instead

UBS sees opportunities amid rising regulation

Prospects in the profitable and low-risk private banking industry have been dimmed by an international crackdown on untaxed assets

Private client wealth manager to relocate to Bournemouth marking “new era”

ONE of the largest independently-owned private client wealth managers in the UK is relocating to Bournemouth.

Misgauging the 'Disruptions' When Firms Merge

A new firm's branding comes under fire from clients

UBS Pursuit of Brazil High-Frequency Trading Brings No. 1 Rank

Barclays Plc and Deutsche Bank AG are among companies that have scaled back their equity teams in Brazil

Is Coutts’ suitability warning the tip of the iceberg?

‘I think the regulator has spent a number of years warning, advising and throwing “last chance saloon” opportunities at investment companies,’ he said.

SMBC Trust Bank to expand services for Japanese HNW's

SMBC Trust Bank Ltd. seeks to boost headcount from 170 through hiring as well as transferring staff from Sumitomo Mitsui’s core banking unit, Executive Director Chiharu Yamada said in an interview on June 11.

Nomura launches new Wealth Management business division

A new Wealth Management business division will be established within the firm’s Retail division, integrating the current Japan Wealth Management Group with the Asia Wealth Management business.

International Asset Monitor rebrands to IAM Advisory

The change has been effected to reflect the comprehensive range of investment advisory services that the company provides, with detailed performance monitoring and analytics forming only a small, yet important, part of the whole.

Profits follow Walker Crips' 'substantial transformation' of investment

Group delivers £2.5 million pre-tax profits inclusive of one-off investment disposal gains

Coutts’ suitability review set to include investment bonds

The emphasis for potential mis-selling is not on the investment management side

Citadel’s profit rise helps Peregrine return to profit

Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.

What if the caution of the 'super rich' ebbs?

Canny caution or bumbling oversight, the world's richest people have retained huge stockpiles of zero-yielding cash throughout the recent surge in financial asset prices.

RBC Wealth Management US CEO Reports On 'Blue Water Day'

On June 12, 2014, RBC will be conducting its annual Blue Water Day

No sale plans for Quilter Cheviot as it undercuts rivals

Quilter Cheviot is undercutting many of its rivals by offering discounted all-in fees of 0.5% to 0.6% in a bid to boost assets.

Citadel’s profit rise helps Peregrine return to profit

Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.

UBS Outranks U.S. Wealth Managers as U.K. Banks Retrench

U.S. and Swiss-based institutions continue to dominate the higher reaches of the ranking

Frontier market specialist collaborates with Kolo Toure to launch Footballers Fund

Launched a fund offering African footballers wealth management solutions

Wealth company joins finance expert

A FAMILY-RUN North-East wealth company has joined a finance expert

Wealth and Asset Management