Managers of Wealth

Investec W&I launches Solvency II proposition

The company said the service was developed in response to increased demand for cost-effective ways to meet additional reporting requirements

SEI Announces Comprehensive Online Solution For Private Fund Investor Transaction Processing

Alternative investment managers, wealth management firms, and distribution platforms, many of which have lagged behind other financial services firms in bringing processes online, have the most to gain from this new technology, although other firms that g

How Merrill Tamed Its Herd, Pushing Brokers to Pitch Bank Products

In a shift from the commission-based brokerage model, Merrill is pushing its brokers to serve as overall financial advisers

BDO Private Bank one of world’s best

The winners will officially be honored during the dinner ceremony for the second annual World’s Best Private Banks Awards to be held in New York on February 7.

Fine wine, fast profits

They little knew that Brunner was bringing them from one crash to another.

Mattioli Woods reports 20 percent revenue boost

Total client assets at period end of over £7.5 billion

Scandal Plagued 1MDB to be Closed

Malaysian government must guarantee 1MDB's creditors and holders of billions of dollars in bonds

Asian private banks target next generation of super-rich

Global banks see opportunity to grow in spite of low margins and fierce competition

Lockshin's new adviser venture offers high payout but questions remain

AdvicePeriod has just added its tenth partner, luring Todd Butler from Westcap Group, a Glendale, California RIA

Bakers scheme replaces Lombard Odier with NN IP as fiduciary manager

Lombard Odier also managed Bakkers’s European equity and fixed income holdings

JTC Malta announces international pension platform

In the modern working environment, more and more UK residents are starting new lives overseas

Old mutual COMPLETES sale of Old Mutual Wealth italy

Proceeds will be retained for general corporate purposes.

ECB and Investec end sponsorship agreement

Investec, the specialist banking and asset management group, had a break clause in the £40 million contract that it triggered shortly after England's 4-0 series defeat in India before Christmas.

Edmond de Rothschild AM UK retreat sees redundancies

This has resulted in a number of redundancies, including head of UK wholesale Daniel Lee.

Australian Wealth Manager Sold

It has operations in 33 countries and in Asia has an office in Singapore.

New Barclays wealth boss takes command

She takes up the CEO post at Barclays W&I after a spell leading its UK wealth management division.

PCR Chief: UHNW Landscape Changing Dramatically

Meanwhile, he says, multifamily offices are getting bigger as their singlefamily counterparts give up or fade away with the passing of the older generation, giving PCR “a huge opportunity” with bigger prospects that are likely to see the

Julius Baer ready to give strong support to Swiss Epix

Private bank Julius Baer is ready to provide ‘strong’ support to ensure that a Swiss ePrix becomes part of the Formula E calendar. The company is already one of the sport’s key sponsors, and is even believed to have a shareholding in th

2017 Heralds The End of Swiss Bank Secrecy

This new regulation effectively ends Switzerland’s reputation as a tax haven.

Stock inheritance is likelier in Korea

Inheritance was more prominent among Korea’s rich

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Wealth and Asset Management