Managers of Wealth

WH Ireland Narrows Loss Despite Rise In Costs As Revenue Grows

WH Ireland’s ‘project discovery’ relates to the outsourcing of its wealth back office to SEI and the sale of its freehold premises in Manchester.

UBS Asia Pac pulls in bumper assets growth to 373b Swiss francs in 2017

Over the last two years, the Asia Pacific unit's invested assets has grown at an annual compounded rate of 20 per cent.

Wealth consolidator profit jumps 83% on 14 acquisitions

The numbers represented the fourth consecutive year of growth and improved profitability for AFH since it joined in AIM in 2014.

Scottish Labour’s proposed wealth tax would hit pensioners

This could hit households with a combined “wealth” of £1 million.

Brokers informed: Real world threats demand bespoke solutions

This means that the true level of violent crime could be higher than reported.

7IM shifts MM portfolios towards active funds as 'market becomes more discerning'

Ramped up passive exposure in 2016

Rising Middle Eastern private wealth means advisers need to stay sharp

Continuous training is key for financial service professionals to stay on top of a changing market

SJP stops Axa running £4.6bn fund

GMO and Jennison Associates appointed

UBS bankers ‘frustrated’ with growth on Wall St

Insiders remain optimistic because of strategic hires and new global wealth business

Swiss Private Bank Moves in Miami

CBH has subsidiaries in Nassau, London, Hong Kong and Tel Aviv.

Jersey Named as Leading IFC for Sixth Time in a Row at Citywealth Awards

Jersey’s reputation as a leading centre for private wealth management has been highlighted for the sixth time, being named ‘International Financial Centre of the Year’ in the annual Citywealth IFC Awards.

Trump to pitch America First to Davos elites

Trump, a real estate mogul and former reality TV star, had never been invited to Davos before. He basked in the praise of several executives, who applauded his tax cuts.

DBS to grow Asia private banking headcount up to 20%

DBS Group is to grow the number of people working in its private banking business even further to tap into rising Asian wealth, having already added 20% to its headcount in 2017.

Liechtenstein private bank expects 'New Money to Drive Profit'

The positive development seen in net new money during the first half of 2017 also continued during the second half of the year.

Global financial services provider acquires Capco Trust

Deloitte and Bedell Cristin acted as advisors to Ocorian in this transaction.

Raymond James Private Client Group reports record quarterly net revenues

Growth in securities commissions and fees, as well as higher short-term interest rates, helped the segment generate record results in the fiscal first quarter.

Growth in adviser business takes Brewin to £41.5bn

Advisers recommended £400 million of client assets should be invested in discretionary funds offered by Brewin.

Close Brothers AM sees assets swell amid rising market conditions

Up 8.2% over past five months

Credit Suisse Set to Open Second Wealth Unit in Asia

Regulations, political uncertainty and the lack of a deep talent pool are among numerous reasons many have held back.

Canaccord discloses its fund manager red flags

You can definitely get a good steer as to how well they will perform from a face to face.

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Wealth and Asset Management