Managers of Wealth

Boutique wealth firm unveils online investment service

City-based boutique TAM Asset Management has launched an online investment service and signed up its first IFA partner.

Financial planner launches robo-advice service

Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth

DeVere returns to Latin America with ‘highly ambitious’ relaunch

“It is an entirely new operation today,” the spokesperson said.

Boosting private banks with a programme of reforms and differentiated regulation

The associations explained that implementing differentiated regulation and market access in particular would boost the competitiveness and vitality of Swiss private banks.

Morgan Stanley Wealth Management Reports Record Revenue, Profit Margin

The bank said wealth management should achieve a pre-tax margin of 26-28 percent this year, even as it continues to invest in the business.

HNWI growth outpacing super: Research

Putting the sector into perspective, Rainmaker noted that there are about 255,000 HNWIs in Australia, representing $1.2 trillion in aggregate investment capital.

Succession group buys four wealth management-firms

The companies are Independent Advisors (Scotland) and Fergus Muirhead based in Glasgow; City of London's Booth Wealth Management and Rossmore Financial Services in Warwickshire

Bank of the West Wealth Management have been recognized by two prominent annual industry awards

Named Best Bank for Entrepreneurs in Professional Wealth Management/The Banker Global Private Banking Awards

Goldman investment management assets near $1.5trn

The firm’s investment management division, which houses Goldman Sachs Asset Management and Private Wealth Management, saw assets under supervision, increase by $115 billion, or 8%

Carolyn Leng: Planning for a multigenerational wealth transfer

This is a vast difference from how the previous generation used to approach this matter, says Carolyn Leng, head of CIMB Private Banking.

Wells Fargo wealth unit profit rises to $659m in Q4

The division’s client assets at the end of 31 December 2017 totalled $1.9 trillion, a jump of 11% compared to the end of December 2016.

JPMorgan wealth unit net income rises 12% in Q4

2017 was a record year on many measures for JPMorgan Chase as we added clients and customers and delivered record EPS

Netwealth posts £3.1m loss following big capital raise

Over the past year, the company has also reported that its average client account size has increased from around £200,000 to over £300,000.

Emotomy Integrates With Interactive Brokers

Advisors can now use Emotomy for a seamless online client onboarding experience which includes electronic signatures of the advisor's agreements and disclosures as well as account opening at Interactive Brokers.

Lugano adviser launches WM platform with European peers

This ranges from expertise in asset management to private equity and real estate investments.

LGT Vestra reports growth from zero to £10 billion of assets under management in 10 years

LGT Vestra's private ownership structure enables a long-term approach to managing the business and client portfolios thus avoiding short term market pressures.

This fintech firm is aiming to steal the dinner off wealth managers' plates by targeting the super-rich

It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.

Succession buys four more firms

Succession Group has bought four more financial advice firms from across the UK.

What you need to know about Asian private banking jobs in 2018

Hiring individual mid-to-junior-level bankers brings up headcount numbers, but not all of them will be successful and some will even end up being retrenched

Offshore firm bolsters Luxembourg and Mauritius offering

Ocorian Completes Acquisition of MAS International to Extend its Fund and Corporate Services in Luxembourg & Mauritius

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Wealth and Asset Management