Managers of Wealth

Seymour Pierce enters int’l asset management market

Until now, the company, which traces its roots back to 1845, has catered mainly for British investors

Berry Asset Management wins 'Best Innovation' Award

Berry Asset Management has been announced as the winner of the ‘Best Innovation’ award at the inaugural ‘Portfolio Adviser Wealth Manager Awards’.

UK private bank hits a double £1 billion milestone

When, more than one hundred years ago, George Gilbert Williams, president of the famously conservative Chemical Bank, was asked for the secret of his success, he replied: “The fear of God”. There’s nothing new under the sun!

BNY Mellon feels the green as new administrator for UK private bank

BNY Mellon will provide a full suite of services to the Irish fund range including derivative execution, KIID production, daily performance reporting and share class hedging.

Investec Says Nine-Month Operating Income Increased 1 Percent

Operating costs increased 4 percent in that period

Growth in Indian art paves the way for wealth management

In the past, the Indian art market was largely dominated by collectors and connoisseurs

Eleven Raymond James advisors named to BIC top 50 advisor list

FID managing director, John W. Houston, said, "Raymond James is proud to be affiliated with these 11 outstanding advisors

U.S. Bank's Aggressive Wealth Management Plan

U.S. Bank is bulking up its wealth management business

Mexican Billionaires Beat Brazilians In Wealth

Wealth-X, the ultra high net worth (UHNW) business development solution for Global Private Banks, Luxury Brands, Educational Institutions and Non-Profits, has released a list of the top 10 wealthiest Latin Americans.

How 7IM plans to beat its rivals in the private banking space

In May of last year it announced that it would start taking deposits and offering clients loans through its platform.

Philanthropy Changes as Rising Generation of Donors Emerges

Gen Xers and millennials focus on values, engagement and impact

HNW investors feel their financial situation is improving

What does it take to feel optimistic these days? At least $5 million,

Union Bancaire Privée Increases Assets Under Management by 12%

This increase is the result of net inflows of funds from private and institutional clients, sound asset management performances and several acquisitions.

Edmond de Rothschild Group consolidates multi-manager

Edmond de Rothschild Investment Partners is celebrating its 10th anniversary with plans to raise 500 million euros ($676.7 million) over the next 4 years and to increase assets under management to 1.3 billion euros.

Anything a private bank can do...

7IM reckons it can do better and more cheaply

The future of wealth management services

Wealth managers are under pressure to rev up their profits. Over the past several years revenues have been sluggish, margins tighter, and costs - particularly those involving regulatory compliance - higher.

Rich Chinese could add $5bn a year to Aussie funds

There are high hopes for an Australian immigration scheme dubbed the 888 visa, which has been set up to offer temporary residency to wealthy Chinese who invest in a range of products.

Corporate watchdog growls at Macquarie Private Wealth

Australia's security regulator on Tuesday reprimanded the private wealth division of Macquarie Group Ltd. (MQG.AU), saying it found "serious compliance deficiencies" in its conduct over several years.

Royal Bank of Scotland could hand £4m in bonuses to investment chief

His departure from the bailed-out bank has been the topic of speculation for many weeks ahead of a fine

Oaktree WM launches international business

The firm, run by former Wealth Manager cover stars Jeremy Arthur and Ian Brady, Invesco Perpetual’s ex-head of fund of funds, is planning to target international clients through the new business to be led by Shah. He joins from Christchurch Investm

Wealth and Asset Management