Managers of Wealth

Secret IFA: It’s one rule for them, thousands for advisers

MM’s undercover adviser wonders why those creating the rules are not subjected to the same scrutiny he is

AFH snaps up South West IFA in £1.5m deal

This acquisition brings 16 new advisers, including all 5 shareholder directors of Shape Financial

Barclays adds to wealth arsenal with Southeast opening

The branch will offer a range of private banking and wealth advisory services as well as corporate banking through a team led by Mark Moran.

86% say at least 5 years before trust restored in UK banks, says CISI survey

The scale of the challenge faced by UK banks to regain the trust of the public has been highlighted by a CISI survey.

FEIFA partners with Brooks Macdonald Funds

FEIFA has announced a new partnership with Brooks Macdonald Funds (BMF).

Cantor Fitzgerald to start wealth management business

Cantor Fitzgerald Wealth Partners will cater to people with at least $5 million to invest, with an emphasis on those with $50 million, said Stan Gregor, co-chief executive of the new unit, in an e-mailed statement.

UBS to Shut India Wealth-Management Unit

The move is part of the company's global strategy of focusing only on "core strengths" in each country where it operates and on businesses that require less capital, the person said.

UK wealth managers turn Americans away

American citizens living in the UK are struggling to get financial advice as private client and wealth managers turn away clients with links to the US.

A century of HSBC rugby

The Hongkong and Shanghai Banking Corporation Club was recognised by the Rugby Football Union in 1887

Credit Suisse to hand bank staff names to US

The Credit Suisse bank is to disclose the names of more of its staff to the United States authorities

Asian Private Banks Less Willing to Pay Eye-Popping Salaries

Because of slowing economies and increasing competition in the sector, private banks in the Asia Pacific region have been cutting their costs

Fitch issues warning on wealth management product payouts

"We expect this approach to be more effective and swift in slowing shadow activity than previous efforts, which have focused predominantly on rules and regulation."

Switzerland will not cede its crown in wealth management - Boris Collardi

Globally, Singapore is third, but is expected to pip New York to second place in 10 years.

What Inspiring Leaders Do

What do top executives want from their leaders?

To Master Your Next Meeting, Just Say ‘Yeah’

While ‘yeah’ may seem like an odd candidate for a persuasive word

Asian Millionaires to Forge $7 Trillion by 2016, McKinsey Says

“Asia is the highest growth region for private banks and will continue to be so,” McKinsey said. “Most private banks are trying to broaden their product offerings to cater to the specific needs of an Asian clientele.”

Wealth management: An offer rich families cannot refuse

Money from wealthy families is slowly seeping into these offices after a series of mis-selling and mismanagement scandals in both Europe and Asia.

Want advice from Barclays? You'll need £100,000

these new rules as one of the main reasons it had shut its investment services.

Bailed-out bankers feast on £50 pork pies at Wimbledon VIP suite

The state-backed Royal Bank of Scotland is under fire for lavishing hundreds of thousands of pounds on corporate hospitality

James Hambro & Partners bursts £1bn on 155% client increase

It said it attracted new clients from larger firms, along with a mixture of private individuals and families, charities and trusts.

Wealth and Asset Management