Managers of Wealth

Funds under management at Rathbones’ Bristol office breaches £1 billion

The office provides a range of investment services for almost 5,000 clients.

Thai banks lure Asia's wealthy

As global growth has been shifting from Europe and North America to Asia, the number of wealthy Asians has been rising

AWD picks Standard Life Wrap for HNW clients

The move will see high-net-worth clients with investable assets of £375,000

And We're Back! Dow 14,000 Fuels a New Wealth Boom

The next American wealth boom has officially begun

Switzerland shifts gold off the books in preparation for Basel III

Now, Pictet has decided enough is enough…

Focus Strengthens New York Presence with Addition of The Portfolio Strategy Group

“Through our partnership with Focus, our clients are reassured that we will maintain our culture and rigorous investment management process for the long term."

Brazil approves UBS' planned takeover of local brokerage Link

Took place almost three years ago.

Banking & Payments Asia: China’s UHNW population growing fast

Each UHNW individual in China is expected to spend $570,000 on average on luxury items and private jet ownership in China is expected to double this year.

Morgan Stanley boosts CEO salary, eyes higher returns

Gorman's total pay for 2012 fell 7 percent to $9.75 million, the bank said in a regulatory filing Thursday, putting him on the lower end of the range for big banks that have reported figures so far.

Charles Stanley aims for second spot in platform market

Mr Yearsley, who formerly worked at Bristol-based Hargreaves Lansdown, said Charles Stanley’s new platform will be a success if it moves up to second position in the market in the next few years.

Millionaire Confidence Hits 2-Year High

“The Millionaire Outlook rose for the second consecutive month, driven by an increase in confidence in the economy,” Spectrem said.

UBS to boost wealth managenment business in China

"China, as one of UBS' most important markets, will continue to be key for our new strategy," Weber said during his first visit to China after becoming UBS chairman last year.

BofA Completes Int'l Weath Management (non-US) Transfer to Julius Baer

At the same time and as a first step of the integration, Julius Baer acquired the Geneva-based Merrill Lynch Bank (Suisse) S.A. with around CHF 11 billion assets under management.

ARC Private Client Indices and Charity Indices

The Q4 2012 performance figures for the ARC Private Client Indices and Charity Indices have been calculated.

Quadruple hire powers near tripling in Vestra profits

As it reported on its financial performance, Vestra pointed to the challenging conditions. However, in a filing to Companies House, the firm appeared to have navigated these smoothly, highlighting growth in its client bank ‘at a good price’ an

Signia's Robinson hire paves way for Leeds and Manchester arms

The expansion plans follow the boutique’s hire of former Schroders Private Banking boss Rupert Robinson for the newly created role of head of wealth management.

Major Swiss banks 'raise bullion holding charges'

Switzerland has traditionally been regarded by commodities traders as the best place to stash bullion.

Morgan Stanley Wealth Management Launches Perspectives in Philanthropy, Vol. 9, “Athletes and Entertainers Giving Back

The featured athletes and entertainers describe how they chose their philanthropic causes, the outcomes they hope to accomplish and the lessons they have learned from running nonprofits.

Berry Asset Management in Defaqto 5 Star rating double

The achievement of the maximum ‘5 Star’ Rating for multiple discretionary propositions across Defaqto’s two Discretionary Fund Management rating classes is a rare feat indeed.

UBS, Coutts target onshore wealth in HK

Amid signs of a rising appreciation of asset allocation, the Hong Kong market heads of two private banks step up marketing to the city’s underpenetrated high-net-worth community.

Wealth and Asset Management