Managers of Wealth

SJP teams up with Metro Bank for product launch

The range will be exclusive to SJP clients.

Wealth manager profile: Canaccord Genuity's Nigel Cuming

Ongoing market volatility and macro uncertainty are two drivers behind Nigel Cuming’s asset allocation at Canaccord Genuity Wealth Management. Here he explains his view through the filters of value and opportunity

Glass Lewis tells Credit Suisse investors to reject pay packages: paper

The 2015 compensation report, which is part of the bank's annual report, will be presented to investors for a consultative vote.

Asset managers discount fees for big investors by a third

The biggest discounts were offered to institutions that backed new products. Asset managers are tempting investors to new products by marking fees down 37 per cent in Europe or 22 per cent in the US.

China Wealth Manager Yang Weiguo Denies Taking Money

The chairman of a Chinese wealth management company whose disappearance last week sparked alarm has strongly denied taking investors' money.

St. James's Place launches innovative intergenerational mortgages with Metro Bank

St. James’s Place is working with Metro Bank to launch further products in 2016.

A novel approach to wealth advice in Thailand

Mbmg Group has carved a niche within the country's wealth management industry - an independent offering combining investments, insurance, corporate solutions and family office services. And it charges for the quality of its advice.

Bob Diamond preparing bid for Africa arm of Barclays, claim reports

Former chief executive, who left after 2012 Libor-rigging scandal, reportedly teaming up with US-based firm Carlyle to buy Barclays’ African operations

Charities Aid Foundation raises £20m on London Stock Exchange

CAF is one of the largest providers of philanthropic services to charities and donors worldwide.

Canaccord Genuity Wealth Management celebrates long-term success

Canaccord Genuity Wealth Management reveals the secrets of how they did it

Julius Baer looks east with Asia hiring drive to capture wealth

“Swiss private banks got a massive wake-up call in the past 10 years,” Mr Collardi said, referring to the demise of secrecy laws that were a significant selling point for Switzerland’s private banks until 2009.

Business insights: Old Mutual Wealth

Old Mutual Wealth has declared itself a vertically integrated business with its discretionary and advice services, funds and a platform…

Swiss private banks target overseas growth as uniqueness vanishes

After the clampdown on tax evasion, lenders can no longer depend on their old strengths.

Asia’s Super Rich Focus of Private Banks Shakeup

It’s a mistake to say private banks are scaling back in Asia, as some headlines may assert, but clearly change is afoot as wealth management units are merged, acquired and restructured all in an effort to boost profitability and remain competitive.

Hedge fund manager goes from billionaire to millionaire in profits plunge

His salary was also slashed from £31.8m to £16m as profits plunged to £84.1m last year, down from £174.2m the year before.

Coutts & Co to close Cheltenham branch

Coutts declined to comment

Purchase of Barclays' wealth management business to boost OCBC's exposure to UHNW market: bank chairman

"It is a (strategic) fit that has very little duplication," he said.

Birmingham CPA group launches new wealth management firm

To lead the endeavor, the firm partnered with Mark Wesson, a 28 year veteran in the financial services industry with experience in managing the regional wealth groups at SouthTrust,

Sontag Explores Hybrid Robo Model

Delgass notes that while Sontag may be one of the older RIAs in the country, it is making waves with its new hybrid “robo”-advisory product

Irwin Mitchell to consolidate private wealth brands

Irwin Mitchell Private Wealth will offer private clients a range of services including succession planning, reputation protection, family and divorce, probate and estate administration, and town and country property.

Wealth and Asset Management