Managers of Wealth

UBS Issues First Green Bonds

The bonds will help UBS kill several birds with one stone.

Raymond James unveils new employment model to spur UK growth

The model became popular with entrepreneurially minded wealth managers who wanted autonomy over their investment decisions and to put their clients at the heart of their business.

Liontrust doubles profits after acquisitions

The group now has assets under management and advice of £30.9bn, an increase of 92 per cent on the £16bn figure for 2020.

GBA to fuel Hong Kong growth as trust hub

Fragmentary regulatory regime remains a major challenge

Deutsche Bank launches four strategic income allocation funds

Strategy uses downside risk management framework to pursue consistent, long-term returns

Mercer Advisors Acquires AFI Wealth Strategies

Acquisition of AFI Wealth Strategies Increases Mercer Advisors' Central United States Presence

Londoners Snap Up Luxury Homes as Rich Foreigners Are Locked Out

Prime homes in capital selling at fastest rate in seven years

A new generation of wealthy people are basing themselves in Dubai

City has gambled on keeping its border open to the world during the pandemic

Northern Ireland 'has truly advantageous position in Europe and the world' says wealth manager

He spoke of a shift to health not wealth - or what he believes is a stronger focus on personal health and on ensuring affairs are in order and that the legacy of family wealth is preserved.

Newcastle wealth manager secures £6.5m to fund lending trust

“Thanks to our collaboration with such a high calibre financial institution, as Shawbrook Bank,"

CIBC announces minority investment in Loop Capital

Agreement strengthens North American reach of CIBC's Capital Markets business and supports Loop Capital's growth ambitions

Butterfield wins Wealthbriefing Asia award

The judges also recognised the stability Butterfield brings in an industry where the competitive landscape has altered by private equity ownership.

Rathbones to buy independent wealth management firm in £150m deal

Chief executive Paul Stockton said: "Saunderson House is a high-quality business with a strong desire to deliver leading wealth management services to clients over the long term, and it will add both scale and capability to Rathbones.

Northern Trust Asset Management’s Marie Dzanis on the polar explorer who inspires her leadership

'Covid taught me personally a lot about culture and the new level of leadership that is required,' says the head of Northern Trust Asset Management’s Emea business

$800 Million International Wealth Advisor Joins Snowden Lane Partners

Led by Former Wells Fargo Vet, Tony Esses, The Esses Group Is the Seventh New Team to Join Snowden Lane This Year

Hightower's Pamela Rosenau of the Rosenau Group Honored on Barron's 2021 List of Top 100 Women Financial Advisors

She has achieved significant accomplishments for her clients and her practice over the years, and I'm honored to congratulate her on yet another notable accolade.

Richardson Wealth Selects Envestnet for Portfolio Management Tools and a Unified Managed Account Platform

Envestnet allows us to expand our definition of advice and address our clients’ entire financial lives in an intelligent, connected way.

J.P. Morgan Asset Management Acquires Campbell Global, a Leading Player in Forest Management and Timberland Investing

Provides direct access to Forestry sector and alignment with UN Sustainable Development Goals and Principles of Responsible Investing

Deutsche Bank upgrades St James's Place to 'buy'

In February, St James’s Place announced plans to grow new business by 10% per annum, which would give it £200bn in assets under management by 2025.

Schroders Personal Wealth joins We are Change initiative

As a strategic partner SPW will sponsor places on the scheme, helping to pay for the training, exams and upskilling of those looking to become financial advisers.

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Wealth and Asset Management