Managers of Wealth

Brooks Macdonald strikes partnership deal with Midlands IFA

The partnership with Castlegate Financial Management opens BMAM’s resource pool to Castlegate’s 80-plus investment team.

SEI Private Wealth Management Wins 'Innovative Client Solution' at Family Wealth Report Awards 2016

SEI announced today that SEI Private Wealth Management won in the category of "Innovative Client Solution" at the third annual Family Wealth Report Awards 2016.

Unfamiliar with irony, Swiss bankers are complaining of a “lack of transparency”

The agreements resulted in settlements totaling roughly $1.3 billion.

Edmond de Rothschild launches second infrastructure debt fund

The new Luxembourg-regulated fund will have the same investment philosophy as the previous generation and is aiming to raise between EUR 400 million and 800 million.

Schroders multi-asset manager Cunningham to exit

Schroders multi-asset manager Iain Cunningham will leave the firm in June after nearly a decade.

EFG Says Cost of Integrating BSI Will Amount to $263 Million

EFG International AG, the Swiss private bank controlled by billionaire Spiro Latsis and his family, said the cost of integrating BSI will be about 253 million Swiss francs ($263 million).

Switzerland: Rebuilding the brand

Scandal and pressure on its banks have rocked a reputation for stability but many are bullish

Thornbridge launches service to help wealth start-ups

The regulatory hosting support provides conformity functions for companies which are starting out, permitting them to gain authorisation beneath the Thornbridge umbrella.

Victoria Liddle Joins Duncan Lawrie Private Banking

A business meeting at Private Bank Duncan Lawrie convinced Victoria Liddle that with its ‘can do’ attitude and culture, this was where she would choose to work if an opportunity came about.

Hong Kong watch retailer to buy Liechtenstein private bank

The issuer is solely responsible for the content of this announcement.

The Rise and Fall of Tim Leissner, Goldman's Big Man in Malaysia

The prime minister of Malaysia had a message for the crowd at the Grand Hyatt San Francisco in September 2013.

Bordier & Cie (UK) extends SEI contract for five years

A crucial ingredient for firms wanting to meet this objective is the means to build scalability into their business models.

Wealth Firm IPO Raises £13.5m For Buy Spree

Has raised £13.5 million on the AIM market fund acquisitions.

Mercer Merger Creates $8B Wealth Management Powerhouse

Client-Centric Approaches and Highly Complementary Platforms Provides Additional Scale That Will Facilitate Superior Tools for Clients

Edelweiss to acquire JP Morgan's mutual fund business in India

The deal include the foreign firm’s India-based onshore mutual fund business and the international fund of funds, subject to regulatory approvals.

Old Mutual Wealth 'could be FTSE 100 firm’

Old Mutual has not decided how the business will be separated, although the wealth business has already attracted the attention of the private equity firms Cinven and Warburg Pincus.

Mirabaud Asset Management announce European Small and Mid-Cap Strategy available to GCC investors

Mirabaud Asset Management, the investment management arm of Swiss Mirabaud Group, today announced that its “European Small and Mid-Cap Strategy” is now accessible for its GCC investors.

Waverton acquires funds specialists

The purchase was made for an undisclosed sum and remains subject to regulatory approval.

Old Mutual Wealth boss takes new game in his stride

The handful of conglomerates that remain on the stock market are historical anomalies.

UBS Said to Mull Relinquishing Its South Korea Banking License

The Zurich-based lender informed regulators of the plan, said the person said, who asked not to be identified because the discussion was private.

Wealth and Asset Management