Managers of Wealth

Old Mutual Wealth appoints head of new financial adviser school

Students pay around £8,500 and will study towards the Institute of Financial Services Diploma in Financial Advice.

As Growth Hits a Speed Bump, Wealth Managers Seek to Adapt

This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,

Singapore to overtake UK as offshore financial centre

BCG estimates that offshore money lodged in Singapore will grow to $1.7tn by 2020, compared with the UK’s $1.6tn.

Swiss wealth managers could benefit from a Brexit - BCG

If Britain opts to leave the EU later this month it would then face at least two years of talks with Brussels to negotiate its departure.

The blurring of the lines between fund and wealth managers

Neptune to launch a wealth arm

U.S. Bank hires regional leader of UHNW business

The Ascent team in Denver works with families with an average net worth of more than $440 million, Ascent said.

Rothschild trust walks from Alliance Trust tie-up

This is a missed opportunity for Alliance Trust shareholders. It is not altogether sure where the trust is going on the long term.

Share In Talks With Wealth Manager For Profit-Boosting Deal

Even amid subdued activity, Share said that independent research indicates it has performed better than peers.

Cater Allen Private Bank in major tech overhaul with Temenos

The technology modernisation project is set to be completed by the end of 2017.

Greece and Spain could be pot of gold for wealth managers

Countries such as Greece and Spain have suffered most in recent years, €107bn exiting Greece alone.

Societe Generale finalises the acquisition of Kleinwort Benson from the Oddo Group

The acquisition has no significant financial impact on the Societe Generale group.

Wealth-X President On Expanding Ultra High-Net-Wealthy Population And Spending Habits

These ultra-high wealth consumers only spend about 4 percent "on luxury consumables excluding yachts planes and large luxury assets"

Private banking offers rich pickings for S'pore banks, but it's an expensive business

But it's not an easy business to capture, and gaining market share is very expensive.

'I'm done': U.S. wealth managers may call it quits over regulatory load

In recent years, U.S. regulators have taken a much closer look at the way wealth managers invest client money, the types of products they sell and the disclosures they provide. As a result, it has gotten harder for advisers turn a profit working with smal

Wealth and Asset Management