Managers of Wealth

India's millennial millionaire class hot favourite among asset managers

Nirmal Jain's IIFL Holdings, which manages money for 10,000 ultra high networth individuals more than doubled in the past 12 months

UBS Is Said to Push Harder on Wealth Management Acquisitions

The lender has told analysts it has financial room for deals and other investments after guiding conservatively on how much it will spend to buy back shares, two of the people said.

Coutts let senior banker stay after hearing sex pest complaints

Private bank for the wealthy investigated female colleagues’ harassment allegations

Investec expects 'strong' performance in wealth & investment division

The group has continued to invest for growth across its client franchise businesses, ensuring that it remains competitive and relevant in the markets in which it operates.

Wealth managers must use data to drive client experience

“I think there’s an amazing amount of information that the wealth management firms have accumulated,”

Newell Palmer snaps up wealth manager Moneyfax fps

“This acquisition will strengthen the presence of our Bromsgrove business across Worcestershire and the surrounding areas."

Old Mutual Wealth ready to list as profit soars 40%

The figure includes £152m from Old Mutual Global Investor’s single strategy business, which was sold in December 2017.

Wealth Manager Regional Stars Awards 2018: The 8 winners revealed

We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 600 financial planners.

Sanlam’s Global High Quality Fund scoops accolade at Investors Choice Awards

This is the second such accolade the Global High Quality Fund has won in as many weeks, achieving the Investment Performance

Scottish wealth boutique goes mass affluent with platform deal

The DFM sits alongside a model portfolio service launched last year.

Laurent Gagnebin: «Rothschild is Expanding Offering for Start-Ups»

Rothschild Bank wants to expand its offering

Merrill Lynch Bolsters Business Serving Richest Clients

The Bank of America brokerage arm says it will offer a wider range of wealth-management services

Geneva Rogue Bankers Rolling the Dice in More Ways Than One

The one-time wealth manager, who has been charged with criminal mismanagement and forgery

Mortgage broker directors join SJP with new wealth management business

“We also offer a route for mortgage advisers who are at that point in their career where, with support and leads, they can obtain their diploma qualification and move across into financial planning.”

Equilibrium Smashes Half Year Target With £80M Net Asset Wins

Equilibrium, which also has an office in Chester, currently manages over £750 million of assets for over 1,000 families.

New wealth lifts earnings at Southeast Asian banks

Private banking, loans and deposits drive robust profit growth

Vistra expands into Indonesia via acquisition of Jakarta biz

This acquisition adds to Vistra’s growing global footprint for International Expansion services by establishing a presence in Indonesia, the largest economy in Southeast Asia, which is an attractive market for local and foreign businesses.

Close Brothers reports strong growth

All our businesses have achieved a good performance year to date, and we remain well positioned for the full year.

Guernsey asset manager increases market share with Jersey acquisition

MitonOptimal managing director and chief investment Scott Campbell said: 'We have invested with Richard and watched his progress for a number of years now.'

Macquarie Group to buy Luxembourg asset manager

Founded in 1998, ValueInvest brings a team of 17 professionals to Macquarie and will continue to be led by Jesper Alsing, chief executive officer, and Jens Hansen, chief investment officer.

Wealth and Asset Management