Managers of Wealth

JOHIM rebrands as Waverton

J.O.Hambro Investment Management has rebranded itself as Waverton Investment Management today following the management buy-out from Credit Suisse.

Ashcourt Rowan completes Generali Portfolio Management (UK) Limited acquisition

This acquisition adds c.£215 million in discretionary assets under management and c.£2 million of predominantly recurring annual revenues.

SocGen Private Banking Hambros hires JP Morgan man

He joins as a senior portfolio manager from JP Morgan Private Bank where he worked for eight years,

Former Morgan Stanley wealth management head joins RiverPeak

He was head of private wealth management for Europe, the Middle East and Africa at Morgan Stanley between 2002 and 2005.

Bermuda’s largest independent bank to acquire Legis Trust business

“The acquisition of Legis Group’s Guernsey trust operation adds further scale to Butterfield’s international trust business, and adds to the strength and depth of our specialist trust team internationally.”

Mirabaud Group appoints new board of directors

These three leading names in academia, law and finance will further strengthen the board of directors of Mirabaud

Nautilus Group opens offices in Hong Kong and Mauritius

‘The expansion of our business operations will also see some members of our Jersey team undertake secondments, for training and development purposes, in our new offices.’

Dundee Goodman Private Wealth to Expand Wealth Management Services

The new Dundee Goodman investment advisors manage portfolios with a combined value of approximately $2.0 billion.

Swiss private banking shaken up by key players’ shift

The exclusive Swiss private banking sector has been revolutionised by key players Pictet, Lombard Odier, and Mirabaud, amid a tough new regulatory environment and a crackdown on tax cheats.

Spear's Wealth Management Awards 2014

Spear’s is pleased to announce the categories for the 2014 Spear’s Wealth Management Awards, to be held in late October in central London.

Ermotti Says UBS Not Considering Investment-Bank Spinoff

UBS AG Chief Executive Officer Sergio Ermotti denied speculation that Switzerland’s biggest bank will spin off its investment-banking business to meet regulators’ demands for holding more capital.

Women Add To Their Lead On Forbes China's New List Of 50 Top Financial Planners

China’s financial advisory business has boomed with the country’s economy in the past several years.

Andbank Acquires the Business of the Miami Based Wealth Management Firm Swiss Asset Advisors

As a result of this acquisition, Andbank will close 2013 with more than $17bn in assets under management which doubles its size in the last five years.

Lighthouse sells stake in Bristol adviser to Towry

Lighthouse Group has sold its 50.1 per cent stake in Bristol-based wealth management firm Deverill Black & Co to Towry for £501,000.

Despite disruption, RDR has benefited industry: RBC

The RDR has been hugely disruptive but it is hard to argue against the benefits

Three Mindsets of the Millionaire Investor

The most aggressive millionaire investors have the most confidence in their knowledge of financial products and investing.

Ex-Barclays private bank boss joins Nikko AM as CEO exits

Meanwhile CEO Beazley, who is also the Japanese group’s president, will be replaced by former Nomura boss Takumi Shibata.

UBS plans to launch South West hub

The wealth management division’s team of private client specialists currently services the South West from its London office.

Fleming Family & Partners cautious on profit after strong year

Fleming Family & Partners chief executive Mark Davies has warned the firm is ‘unlikely to see a significant growth in profitability in the short term,’ despite posting strong full-year results.

European Wealth buys three funds from Hume Capital

The firm has acquired the Hume International Bond fund, which will be renamed the European Wealth Sterling Bond fund, and the Hume Global Opportunities and Hume European Opportunities equity funds, expanding its presence in retail fund management

Wealth and Asset Management