Managers of Wealth

A smarter wealth preservation strategy for the family's future

The world is in a period of global economic and political instability.

JOHCM to set aside £5m to fund external research

Several large asset managers, including JP Morgan AM, Vanguard, M&G, Jupiter and Woodford Investment Management have said that they will pay for external research, but have not revealed the anticipated cost.

Hargreave Hale sees bumper inflows in Norwich

The branch has also attracted over 360 clients in the two years since it opened its doors.

Mirabaud Profits Perk Up

The Group has a consolidated balance sheet total of CHF 4,191.2 million

Netwealth surpasses $15 billion in FUMA

Netwealth has moved past the $15 billion funds under management and administration (FUMA) mark after significant inflows into its non-institutional, private client and wealth management divisions.

Pictet Profit Jumps

These figures are respectively 14%, 31% and 29% higher compared to the same period in 2016.

$600M Merrill team leaves for Dynasty-affiliated RIA

The RIA specializes in serving business owners who work in the energy industry.

Valartis reports significantly loss in the first half year

This loss is mainly due to follow-up costs for the group restructuring of the last years and currency adjustments on balance sheet assets.

StanChart plays the numbers game in Indonesia

Although Standard Chartered has been operating in Indonesia for the past 154 years, it is only over the last 14 of these that it has been active in the wealth management space. And Simarno is anxious to make up for lost time.

Wealth Managers Prepare for Coming M&A Surge

Timing can mean everything, and buyers are preparing to pounce.

Van Lanschot Kempen H1 operating profit before tax rises to 74.7 million euros

Net inflows break down into €1.3 billion at Asset Management and €0.3 billion at Private Banking.

Liechtenstein's Princely Bank Excels

LGT signalled its intent to expand in emerging economies last year when it bought ABN Amro's private banking operations in Asia and the Middle East, which came with $20 billion in assets.

RBC Vision Fossil Fuel Free Global Equity Fund launches

"RBC Global Asset Management has offered socially responsible investment solutions to Canadian investors."

Beat Wittmann Launches Investment Boutique

The two investors also were the driving forces behind TCMG asset management, a company owned by Raiffeisen Switzerland.

Wealth giant tries to gatecrash £2bn Smith & Williamson merger

One insider close to the situation described the value of the two bids as "comparable", but said the Tilney offer would provide "greater certainty" because it would be entirely in cash.

Wealth manager lets clients see all assets in one place

The portal safeguards data by using bank-level security and 128-bit encryption.

Zollikon wealth manager changes name to avoid confusion

After the launch of his own firm he continued to manage the strategy as an external asset manager.

Passing the Baton for Coram - celebrating the 325th anniversary of Coutts

Peter Flavel, Coutts CEO commented: “We wanted to mark the 325th anniversary of Coutts by giving all our colleagues around the country the opportunity to take part in something truly memorable that visits all 15 of our regional offices. I am delight

Future-proofing private banking

He believes that key to this is being able to map the personality traits of clients and then design investment portfolios that are suited to them.

HSBC 'back in growth mode' in Singapore

Bank sees retail, wealth management as key areas for success, says top executive

Wealth and Asset Management