Managers of Wealth

AFH buys wealth management firm

This is the Company's nineteenth acquisition since listing on ISDX in June 2011 and the sixth since the Retail Distribution Review was implemented on 1 January 2013.

Brooks Macdonald Launches Int’l Managed Portfolio Service

Brooks Macdonald International, a subsidiary of the AIM-listed, London-based Brooks Macdonald wealth management group, today is launching a platform-based international managed portfolio service.

Coutts UK Head of Private Banking jumps to ANZ

He also held a number of senior leadership roles with Coutts between 1998 and 2010, responsible for leading large teams to drive long term sustainable growth in the UK wealth management business. Mr Norfolk will be based in Sydney and will commence in ear

Advice from Coutts that wealthy families can bank on

Coutts Institute advises wealthy families on inheritance planning and family-run businesses on succession.

Private client survey reveals market outlook, sentiment and risk appetite of european investors - RESEARCH

The study was conducted as part of the Private Bank's recent Investment Insights series (Sept - Oct 2013), held in 16 cities across Europe, with more than 600 UHNW and HNW investors.

SunTrust to Sell Wealth Management Business for $245 Million

The buyers are a group of RidgeWorth employees and outside investors led by the private-equity firm Lightyear Capital

TD Surpasses RBC as Canada’s Largest Bank on U.S. Expansion

Toronto-Dominion Bank surpassed Royal Bank of Canada as the country’s largest lender by assets for the first time after a decade-long expansion in U.S. consumer lending.

Merrill Lynch Study Debunks Myth of Gender-based Differences in Investing Behavior

Myths about the innate differences between men and women when it comes to investing behavior and performance are debunked in a new research report published today by the Merrill Lynch Wealth Management Institute.

European Family Offices Continue to Make Inroads to Economic Recovery

European family offices are experiencing a resurgence in confidence as the global financial system stabilizes, though single and multi-family offices are finding it difficult to look beyond short-term investment horizons, according to the 6th annual Europ

Pershing Identifies Six Transformations Elite Broker-Dealers Use to Outperform Peers

Commitment to advisory services, sound recruitment strategies and organic growth are among keys to success in post-crisis world

Lloyds Banking Group in new sell-off of management company

LLOYDS Banking Group last night put up for sale its remaining stake in wealth management company St James’s Place

Private banker launches wealth management firm

In a career spanning more than 20 years, he has also had spells at Citi Private Bank, Barclays Private Bank, Coutts and Merrill Lynch.

Wealth manager opens first Wales office

The office is set to open the new Swansea office in early 2014.

Gulliver Puts HSBC Stake In Bank Of Shanghai On The Block

Several major U.S. and European banks including Bank of America and Switzerland's UBS have started shedding their Chinese holdings for a variety of regulatory and business reasons.

Julius Baer Acquires Merrill Wealth Units in UAE, Bahrain

The employees, client relationships and the majority of the assets of the Middle Eastern businesses transferred in the first days of December 2013.

Percentage of Total Wealth Held By Middle Eastern Billionaires Is Highest In The World

Middle East's 157 Billionaires Dominate Region's UHNW Wealth

London wealth manager opens Kent firm with ethical investment focus

He will advise affluent clients on their finances and investment portfolios, as well as covering accounting, tax and estate planning.

Bank of Montreal Private Banking Firms Honoured by Global Brands Magazine in Multiple Geographies

The Global Brands Awards are given to identify, acknowledge and reward key players that provide exceptional service and performance across different countries and sectors, including finance, education and technology.

J.P. Morgan AM to bring suite of bond funds to UK market

The firm is planning to leverage its Luxembourg-domiciled SICAV business either by launching OEIC versions in the UK, or by selling directly to advisers via platforms.

Bellpenny buys Glasgow-based IFA MGW

MGW is the second Glasgow-based IFA business purchased by Bellpenny, following its acquisition of K M Financial Advisers in August.

Wealth and Asset Management