Managers of Wealth

AFH Financial acquires wealth manager for £200k

AFH Financial Group plc is pleased to announce the acquisition of the assets of SR Wealth Management Limited

Aberdeen Asset Management Hit By GBP4.4 Billion Net Outflow

Aberdeen Asset Management PLC Thursday said its clients withdrew GBP4.4 billion in the first-quarter, as investors turned against Asian and emerging markets.

Arbuthnot's private bank drives 10% Q4 growth

Arbuthnot Latham has reported strong growth in its assets under management for the fourth quarter

Digital shift drives wealth management practices

“If we command our wealth,” wrote Edmund Burke, “we shall be rich and free. If our wealth commands us, we are poor indeed”.

Bonham Carter breaks through £30bn barrier in final year

Jupiter Fund Management hiked assets under management to £31.7 billion last year, surpassing £30 billion for the first time.

Citigroup Earnings Rise, Helped by Cost Cuts

Citigroup Inc.'s fourth-quarter profit more than doubled from a year earlier as the bank reined in expenses and bounced back from a 2012 quarter weighed down by heavy charges.

The specifics of Russian private banking

Although the private banking market is relatively young in Russia, local banks are now capable of competing with their Western colleagues in terms of complex and exotic investment vehicles

Aberdeen Asset Management publishes more detail on executive pay

Other potentially controversial elements are the lack of an upper limit on bonuses for the directors, including Martin Gilbert, who founded the firm 30 years ago.

Coming soon: New head of retail wealth management at Canaccord Genuity

The stage has been set for the appointment of a new head of retail wealth management at Canaccord Financial.

For the first time in Asia, high net worth individuals will have access to strategies and services that have been exclusive to institutional investors

BNY Mellon has partnered with nine prominent investment advisors to offer more than 20 investment strategies.

Private wealth is increasingly shaping the world's real estate markets

Private wealth is increasingly shaping the world's real estate markets and the use of private equity in major property deals worth at least US$10 million has nearly trebled since 2009.

Bath-based Epoch Wealth Management business named Adviser of the Year 2014 for the South West

Epoch beat off competition from four other shortlisted firms to win the prestigious award at the New Model Adviser Conference in London.

Leading private client, fund and corporate services firm acquires Herald Trust

In addition to purchasing the client book, 27 Herald directors and staff based in Jersey have transferred

UBS Sees Increasing Swiss Competition in U.K. Wealth Push

UBS AG, Switzerland’s largest bank, expects to boost client assets in the U.K. this year even as Swiss competitors try to break into London’s $1.2 trillion private wealth market to help counter withdrawals at home.

London Wealthy Courted by UBS as Swiss Banks Pursue U.K. Growth

The world’s largest wealth manager increased assets at its British unit by 15 percent to 31 billion pounds in the nine months through September, he said.

Davy ups presence in North by acquiring Square Seven

Davy Stockbrokers has acquired Northern Irish wealth management firm, Square Seven Financial Planning, which has 400 clients and £75m of assets under management for an undisclosed fee.

HNW Investor Returns at a high, yet, confidence in Financial Service Providers at a Low – what’s the deal?

It’s more than just making money – it’s about: Trust, Transparency & Technology

U.S. HNW Investors Average More Than 4 Provider Relationships - RESEARCH

"Wealth provides many investors with the privilege of benefiting from institutional products and prices across asset managers, and it also grants them the ability to leverage their status among providers and advisors," states Donnie Ethier, asso

Focus on Wealth Pays Off for Wells Fargo

Wells Fargo saw strong growth in its brokerage business during 2013, as rising markets and higher asset flows upped revenue and profits at the wealth management unit.

Rathbones, Quilter Cheviot & Towry circle Jupiter wealth arm

A clutch of private-client investment firms, including Rathbones, Towry and Quilter, is believed to be looking over the business, estimated to be worth £50m.

Wealth and Asset Management