Managers of Wealth

Peter Hobbs joins deVere Group board

Independent financial advisory service the deVere Group has today confirmed the appointment of Peter Hobbs as a non-executive director to its board, with effect from 1st July 2013.

Macquarie Bank Has Made It Way Harder For Its Private Wealth Advisers To Get A Bonus

Macquarie sent a memo to its private wealth advisers last week telling them they don’t get bonuses any more unless they make the bank enough in portfolio management fee

Barclays demonstrates commitment to Kent with new office in Maidstone

“This is an exciting move for the Corporate Banking team that will enhance our facilities and ideally place us to provide greater support and accessibility to all our clients.

Rothschild parent's net profit rises 16 pct

Independent investment bank Rothschild reported a 16 percent rise in net profit thanks to cost cuts and gains in its M&A and advisory business

Banque Havilland launcHes art advisory services for clients

In order to provide an unparalleled level of service and expertise the Bank has partnered with the leading international art advisory firm

Wealth management firm published its biannual RedZone list

The latest Chelsea RedZone is now available. It highlights the worst performing funds over the last three years. Want to check if any of your funds are included?

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.

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Wealth and Asset Management