Managers of Wealth

PCI and Charity Estimates – Q2

The Q2 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.

Investec Wealth & Investment’s Ashes 2013 Cycle Challenge team have broken the £100,000 fundraising mark

Over 70 cyclists, including staff from IW&I and their guests, are participating in the ride which will cover all five Ashes Test grounds in five days in mid-July. The target is to raise £200,000 in total.

BNP Paribas Wealth Management wins prestigious awards

In addition, BNP Paribas Wealth Management was awarded as one of the Top 3 Best Private Bank in China and Top 3 Best Private Bank in Taiwan, in the foreign category.

2plan Wealth Management post first profit

Keeping on top of overheads and investing in technology, particularly “bespoke” software, had also improved the firm’s financial performance,

Aberdeen Asset Management pair die in cycle tragedy

The fact that they died in such tragic circumstances while trying to help others less fortunate

Bonus Limit for Fund Managers Rejected in EU Parliament Vote

The European Parliament narrowly rejected proposals to ban fund managers from receiving bonuses amounting to more than their annual salary

AWD Chase de Vere profits hit as it braces for Keydata fight

Independent financial adviser Chase de Vere has posted a £11.6m loss for 2012

McManus & Associates Named Finalist for STEP Private Client Awards

The STEP Private Client Awards highlight excellence among private client solicitors/attorneys

Syz Group positions for better days with expansion plans

Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds

BNY Mellon on track for managed accounts business in HK

BNY Mellon has received licence approval from the Securities and Futures Commission for its new dedicated Hong Kong-based subsidiary to establish a separately managed accounts business.

Government 'to ask Rothschild to advise on RBS split'

The Government is this week expected to ask Rothschild to advise it on separating RBS into a good bank and bad bank.

Banks race to capture Asia's next-generation wealth

Unprecedented amount of wealth is set to pass to the next generation

Gold tumble sparks wealth switch

Individual mainland investors are no longer in a rush to buy gold.

Mirabaud, following Pictet and Lombard Odier, abandons unlimited liability

The ownership as well as the group’s management will remain in the hands of the current managing partners

Julius Baer takes on Merrill Lynch’s advisers

The integration of the new businesses is moving ahead swiftly and in line with the original plans.

Ashcourt Rowan plans workplace push as earnings increase

he wealth management firm said it planned to develop its workplace pensions business to increase its market share

Peak Financial Group enhances its offering with the addition of portfolio managers and the creation of the division Peak Private Wealth

President and CEO of Peak Financial Group, is pleased to announce the arrival of well-known and highly respected portfolio managers

Wealth and Asset Management