Managers of Wealth

Coutts: Don't look back in anger & Four is the new 15

Don’t look back in anger

BNP Paribas Wealth Management: Tailoring its future to fit the new Asia

The firm grew its AUM by more than 15% a year from 2012 to 2017

Brewin's profits surge by 20%, but MPS flows slow

Brewin said overall, total net funds flows of £0.9 billion over the six months were offset by lower investment returns in the March sell-off, although its AUM has since risen to around £41 billion by the end of April, aided by the market rebou

7IM enters pensions market with Sipp launch

There is an annual fee of £100 for Sipp accounts below £75,000 and no charge applied above that.

Single-Family Offices Clandestine Investments In Private Companies

As more and more single-family offices are participating in conclaves where entrepreneurs congregate, they are joining these gatherings while not disclosing they are single-family offices.

Security Bank opens new investment fund

This fund enables wealth management clients and retail investors to invest in firms that can attain long-term, stable and above-market earnings growth, it added.

Christian Fringhian: «The System Is to Everyone's Profit»

The former fixed income banker is targeting entrepreneurs at mid-sized firms, but also building relationships with yield-starved institutional investors such as pension funds and hedge funds.

Is Envestnet’s market dominance also its weakness?

The always-opportunistic Envestnet insured itself a pole position in data aggregation and analytics, one of the sexiest tech areas in the business, by acquiring the innovative Silicon Valley firm Yodlee three years ago.

Clients’ digital ways have advisers jumping headfirst into fintech

Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.

Stifel Buys The Business Bank of St. Louis

Stifel buys Business Bancshares, John Hyland joins Bitwise and Yield Street is offering marine finance investments.

Northern Trust Asset Management provides tax-transparent fund range for Danish institutional investors

Confirmation of tax-transparency by local country tax authorities enables investors to obtain the same withholding tax rates as if they had invested directly in equities

Asia’s wealth market: cautious optimism dominates the investment landscape

With the developed world’s asset, fixed income and asset markets having been on an upward surge for nine years, and having passed the test of a rise in volatility early this year, wealth advisers have had time to assess the first quarter of 2018.

UBS: Stadler's Strategy for the Rich

Then he expanded his sphere of influence with the integration of the UHNW Americas business.

Bank of Hawaii partners with Japan-based SMBC Trust Bank

The agreement includes discounted wire transfer services between Hawaii’s second-largest bank and SMBC Trust Bank

Hargreaves Lansdown net inflows grow, market growth falls

The company said assets under administration stood at £88.8bn as of 30 April

Rothschild Raises €655 million for European Lending Fund

Private debt funds raised a record $52.8 billion last year

Old Mutual Wealth adds £200m assets with Scottish firm

Most of its clients are in London and the South East.

ABN AMRO reports net profit of EUR 595 million for Q1 2018

The underlying cost trend in Q1 continues to benefit from cost savings.

Phoenix Financial PR shortlisted as Communications & PR Agency of the Year

2018 is shaping up to be an excellent year, and we are delighted to be shortlisted once more in these prestigious and much sought after Awards.

Crossbridge Capital Expands Platform

Crossbridge Capital has introduced CONNECT Prime, a premium wealth management service

Wealth and Asset Management