Managers of Wealth

Old Mutual brings 22seven in-house, founders leave

Looking at the year ahead, Old Mutual will focus on making the existing service the best it can be

Arbuthnot Latham profits climb 51% as lending booms

This has been a momentous and highly profitable year for Arbuthnot Banking Group

Saunderson House parent takes hit on discretionary launch

Within the wealth management market, discretionary investment propositions have continued to attract assets at a faster rate than advisory investment propositions

Raymond James Financial Reports February 2017 Operating Data

The decline compared to the preceding month was largely due to lower fixed income commissions.

Mirabaud eyes expansion as income rises

The Group enjoys a stable Tier 1 ratio of 20%, well above the level required under Basel III.

Royal Bank of Canada signs up to HM Treasury "Women in Finance Charter"

RBC is focused on achieving an inclusive workplace where all employees have equal opportunity to reach their full potential, and recognises that diversity and inclusion is not just a core value, it is also a business priority

Fiduciary Trust Earns Best Independent Trust Company and Other Awards

This is one of a dozen accolades the firm has earned over the past 12 months, reflecting the firm’s integrity, personal service, disciplined investing and expertise.

1MDB-hit UAE-owned Swiss bank Falcon posts $130mln loss for 2016

I am confident that Falcon will develop positively on its way to achieving long-term growth

Rathbones to launch actively managed portfolio service

Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.

Phatra Securities inks path-breaking deal with Credit Suisse

They also outline how and why this is the first step of a grander plan for the firm to create a try open-architecture platform – including an evolution towards wealth solutions

PAM AWARDS: Chilton Trust Company Recognized as Best Private Wealth Manager in Client Service

We strive to deliver the type of care and attention to our clients that we would want for ourselves and our families.

Italy introduces a 'New Resident' regime to attract high net worth individuals

The implementation rules clarify how to request for the application of the new regime

UBS to Charge Private Clients for Euro Deposits

Clients based outside of Switzerland will pay 0.6 percent on euro-denominated accounts of more than 1 million euros beginning May 1

Owl Private Office launches advisory service for families and endowments

Owl helps wealthy families, trustees and individuals think through their long-term objectives

Deutsche Bank bonus payout is bigger than it seems

The bank has now revealed a third item a special long-term incentive for key staff who are in high demand and would be hard to replace.

Julius Baer nominates Swiss Life CEO to board of directors

All current members of the Board of Directors stand for re-election for another one-year term.

How to Help High-Net-Worth Clients Plan for Blended Families

It’s important for advisers to move quickly as financial and estate matters can be tricky

Bringing wealth structuring solutions to Asian families

The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.

Fairstone to buy three more firms

The biggest threat to small IFAs is professional indemnity insurance and the Financial Services Compensation Scheme.

Handsome Pay Increase

The executive board of the private bank received a total of 18.4 million francs, up from 17.9 million a year earlier.

Wealth and Asset Management