Managers of Wealth

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

Caceis and Edmond de Rothschild seal Luxembourg deal

The deal involves assets of more than €20 billion. The 110 Edmond de Rothschild employees join Caceis, a French bank and asset servicer, on October 1.

Absa Wealth reinvents itself

Aims to become go-to stockbroker for young South Africans

Barbarians at Gate for Swiss Boards as Activist Investors Rule

Swiss directors beware: that role now comes with an ejector seat.

Malaysia Seeks To Pioneer Islamic Wealth Management

More than 300 delegates involving policy makers, research institutes, government agencies, practitioners and scholars are attending the conference.

Aberdeen Asset Management CIO wins 100 WHF 2014 European Industry Leadership Award  

Anne Richards, chief investment officer of Aberdeen Asset Management, will be presented the 100 Women in Hedge Funds 2014 European Industry Leadership Award at its London Gala in October 2014.

SGPB Hambros hires nine for advisory launch

Societe Generale Private Banking Hambros (SGPB Hambros), the UK wealth management arm of Societe Generale Private Banking, has launched its new advisory division with nine hires.

A suitability lesson for Coutts from 1957

The regulatory team at Coutts has certainly got its work cut out over the next few months.

Asia’s new generation of billionaires drive hard bargain with private banks

For the many banks and wealth managers chasing business from Asia’s ultra-wealthy, finding the answer to that question makes the difference between managing money for the region’s biggest business tycoons and merely aspiring to do so.

Rattled Swiss private banks turn page on past business model

Switzerland agreed a few weeks ago to phase out its long tradition of banking secrecy over the next two years

Ascentric boosts assets to £8 billion

Ascentric has boosted its assets under administration to £8 billion thanks to its white label service.

Swiss Asia Asset to incubate more hedge fund managers in Hong Kong

Swiss Asia is an incubator of hedge funds and in the last year has added eight new funds

Wealth and Asset Management