Managers of Wealth

CIBC CEO says not planning asset management acquisitions

Can we do something that would be accretive by year three?

Artorius Wealth founder Richard Algar dies

Richard, who leaves a wife three daughters, spent 12 years working for Switzerland-based multinational financial services firm Credit Suisse before setting up Artorius Wealth in 2014.

Cooper Parry Wealth wins national gong at New Model Advisor Awards 2016

The awards are organised by Citywire magazine, which provides news, information and insight for professional advisers and investors around the world.

Here's the advice Goldman Sachs is giving its multimillionaire clients

Being a wealthy client at a big Wall Street bank comes with its advantages.

Wermuth Asset Management launches Green Gateway Fund 2

With the launch of Green Gateway Fund 2, Wermuth Asset Management seeks to build on the success of Green Gateway Fund 1

Brewin Dolphin remains bid target after investment chief exits

The wealth manager could attract bids at a 50pc premium to the current share price as turnaround continues, says Questor

Winners of the Asian Private Banker Awards for Distinction 2015 - Day 4

Asian Private Banker is proud to present, for the fifth straight year, the Awards for Distinction, the region's premier set of accolades which celebrates the annual accomplishments of Asia’s preeminent private banks.

Aberdeen Asset Management Completes Acquisition

Aberdeen hasannounced that it has completed the acquisition of Parmenion Capital Partners and its sister company

FCA blocks bid to buy stake in wealth manager

The FCA said she had actually been suspended and dismissed after allegations were made against her at Firm A.

Deutsche Bank Seeks to Crack Top 5 of Global Wealth Managers

The company faces competition for affluent clients as banks across the globe shift their focus from trading businesses, which have become costlier to run since the 2008 financial crisis.

Aberdeen Asset Management buys Unesco heritage site

The dock, which attracts more than six million tourists every year, is central to the city's regeneration efforts along the waterfront

Scots oil downturn good news for wealth manager

Since then, the oil price downturn has led to thousands of redundancies in Aberdeen and the surrounding areas

‘ICBC Standard Bank buys bullion vault’

These banks are shareholders of the London Precious Metals Clearing (LPMCL) company.

Liechtenstein-based private bank incorporates rival Centrum Bank

The bank says the restructuring measures will have limited impact on the CEO and client business organisational units, with no personnel changes.

Lombard International Assurance to acquire Private Banking Solutions business in Luxembourg

It allows us to leverage our resources effectively to serve our target market by providing best-in-class, holistic wealth planning solutions

UBS plans hiring spree for China wealth management team

Many fund managers use the QDLP programme to tap high net-worth Chinese individuals and institution investors for cash to invest overseas.

Winners of the Asian Private Banker Awards for Distinction 2015 - Day 3

DeVere launches HNW division

Mr Coady explains: “2015 was deVere United Kingdom’s most successful year to date by some distance, and our comprehensive business forecasts indicate that 2016 will be an even brighter year.

Fairway Group MD makes Power Women listing for third year

Citywealth use research, submissions, interviews and recommendations from leading figures in the financial services industry to help compile the guides.

Standard Life Investments to Partner British & Irish Lions for the 2017 Tour to New Zealand

Standard Life Investments will sponsor the world famous jersey in a deal that replaces the association with HSBC.

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Wealth and Asset Management