Managers of Wealth

UK’s Campden Wealth joins hands with Patnis to enter India

Campden Family Connect, a JV between Patni’s family office RAAY Global Investments and Campden Wealth will have Indian members with assets worth $30 million and above

RBS cuts face-to-face service and brings in ‘robo-advisers’

The move soon comes after RBS, which is 73 per cent owned by government, posted its eighth successive net annual loss, dealing a blow to government plans to sell off the bank.

NAB Private drops wealth advice to focus on banking

This comes two months after NAB snapped up the remaining 20 per cent stake in wealth group JBWere, in a deal understood to cost about $20 million.

Jersey Finance announces 2016 GCC Roadshow

The lunchtime events will offer key insights into a number of recent trends, such as the increase in GCC investors investing in UK real estate

Nicola Wealth Management Among Canada's 50 Best Managed Companies in 2015

NWM is honoured to earn a spot on this esteemed list of Canada's Best Managed Companies.

Independent firms can grab more AUM, but growth hurdles remain

Independent asset managers and multi-family offices (MFOs) stand to benefit from a mix of dynamics playing out at the moment

Old Mutual to split into four businesses

The process should be completed by the end of 2018, the group said on Friday, as it sketched out the details of a keenly-anticipated strategic review.

Old Mutual confirms separation of wealth arm

Old Mutual Wealth increased funds under management by 27% to £104.4 billion, according to its full year results to the end of 2015.

Wealth management group to float on Aim market

It said most of the proceeds will be used to fund further acquisitions and for small infrastructure costs.

Deutsche Bank Cuts Bonus Pool 11% as Cryan Spreads Legal Costs

The shares rose 3.8 percent to 17.71 euros at 9:22 a.m. in Frankfurt after four days of declines.

Asset Risk Consultants signs Smith & Williamson Ireland

The Private Client Indices are a peer group comparison tool designed to provide insight in to the actual returns generated by private client investment managers.

Raymond Baer Says Altin Shareholders Favor His Move to Take Over

The company’s management is resisting the move by its largest shareholder.

OCBC aims for innovations in wealth management as banks ramp up fintech drive

The programme will accept applications until March 17. Through the programme OCBC aims to become the first financial partner for fintech startups.

Swiss wealth management firm Seeks Distance From 1MDB Controversy

Swiss wealth management firm’s CEO defends compliance mechanisms

Flight of the non-doms?

Wealthy beneficiaries say they will leave the country if Britain revamps a special tax status

Edmond de Rothschild (Suisse) Gets Record $8.2 Billion New Money

“2016 will be a year full of ambitions and challenges,” Ariane de Rothschild, who chairs the Edmond de Rothschild group executive committee, said in the statement. “Notably, we will face continued turbulence this year owing to the high l

Swiss Private Bank may be interested in assets in Barclays' Africa sale

Owned by Abu Dhabi sovereign wealth fund International Petroleum Investment Company and has around $18 billion in assets under management.

Citigroup has set up a new group to cater to the richest investors in the world

The new body will combine corporate and investment banking coverage of private-equity, sovereign-wealth, pension, and hedge funds and certain family offices.

Cornèr Bank Ltd to issue structured products with SIX Swiss Exchange

SIX Swiss Exchange welcomes Cornèr Bank Ltd as a new issuer of structured products.

Why financial services / products suck for the rich (but not super rich)

In reality, the free coffee is where the VIP treatment ends for some millionaires.

Wealth and Asset Management