Managers of Wealth

Rathbones dodges 2018 turmoil with tie-up

Wealth managers have had a difficult period.

Fund Administrator acquires LRI Group

This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.

Quilter buys national firm with 200 advisers

This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.

Schroder family patriarch, Bruno Schroder, dies at 86

He joined asset management group’s board in 1963

GAM expects 'challenging' 2019

GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity

Van Lanschot Kempen sells stake in Dutch intermediary

VLCMP is a Dutch intermediary in the field of risk management, absenteeism, pensions and private insurance, and also provides insurance solutions to Van Lanschot Kempen's private banking clients.

Butterfield beats estimates with $50.9m profit

Net income for the year ended December 31, 2018

Weallth Management business raises £2.8M funding

“The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence.

Mirabaud launches Uruguay wealth offices

The group plans to hire more relationship managers, which should bring its Montevideo-based staff to six people in 2019, according to the statement.

HSBC Wealth Arm Posts Loss

Once the largest foreign wealth manager in Switzerland, HSBC has been shrinking in the alpine nation for years.

DBS Vickers Getting A Makeover

The problem with mobile brokers is: how do you control them and ensure the quality of services?

Lloyds to launch HNW offering with Schroders

The new company will offer financial planning services to affluent UK customers.

Barclays feared losing talent to US banks if it took 2008 bailout, court hears

The comments came on the first day of Agius’ evidence as a witness in a case against four former Barclays executives.

Wealth Management Firm Secures £2.8M for Acquisition

"The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence."

Private Banking vs Wealth Management

How much wealth varies from one bank to the next but generally speaking, the benchmark is a six-figure sum in cash or seven-figures in assets.

New Schroders-Lloyds Financial Planning firm to launch in June

Schroders Personal Wealth will be available to Lloyds Bank Private Banking and Bank of Scotland Private Banking eligible customers from June and then opened to the wider UK market from the fourth quarter of 2019.

Dynasty Financial Partners Will Move its Headquarters from New York City to St. Petersburg, Florida In Second Quarter 2019

Dynasty Moves Headquarters to St. Petersburg As More Wealth Firms Choose St. Pete /Tampa

Wealth and Asset Management