Managers of Wealth

SunTrust Private Wealth Management Expands Business Into Houston and Dallas

In addition to Dixon, seven other wealth management professionals have joined SunTrust Private Wealth Management in Texas.

Wealthy Thai buyers to raid London market

That trend will continue this year.

Focus Financial boosts UHNW reach, adds a $2.7B multifamily office

The transaction is New York-based Focus’ second acquisition this year.

StanChart launches industry-first digital wealth advisory tool

RMs can now advise clients more quickly and effectively based on an aggregation of the bank’s investment expertise, further supported by Thomson Reuters news and financial analysis.

Knight Frank Global Head

The personal safety of people in positions of wealth is increasingly being targeted as inequality grows.

UBS loses another Puerto Rico case as client payouts top $200M

The most recent case resembles many others tracked by the consulting firm.

Successful completion of Amundi's €1.4 billion rights offering in connection with its planned acquisition of Pioneer Investments

The completion of the acquisition is expected to take place by the end of the second quarter of 2017 in accordance with the projected acquisition timeline.

Standard Chartered announces Private Banking Academy in partnership with Fitch Learning and INSEAD

Launching in May 2017, the programme is mandatory for all front-line employees and will include a rigorous assessment process that leads to certification.

Barclays offers redress for unsuitable financial advice

Barclays Wealth & Investment Management offers clients redress after reviewing investment products sold between 2005 and 2011.

Old Mutual puts China insurance joint venture stake on block

The restrictive ownership limit and the tough competition from local firms

Old Mutual Wealth adds £230m with Shropshire IFA acquisition

The firm's three advisers and additional support staff will join the restricted national, with Infiniti managing director Kevin Speake taking on the role of regional director.

How To Close The Confidence Gap In Wealth Management

In 2015, Penta co-founded the Center for Women & Wealth at Brown Brothers Harriman to provide women like her mother with the support and tools necessary to make the right financial decisions for themselves and their families.

Opportunity Knocks For New Wealth Managers in Hong Kong

Students will undergo training and on-the-job experience covering a range of private wealth management functions.

Ex-Credit Suisse Trader's Hedge Fund Said to Gain 20% This Year

The market has to wait for a few more months for the tax reforms to be tabled.

The ANZ Bank has started a long goodbye to its wealth management business

A series of scandals has revealed that advice paid for wasn’t received and when it was given, some of it was of poor quality.

Judith McGee, Chair/CEO of McGee Wealth Management named to Forbes 2017 List of the Top 200 Women Advisors in the Country

This esteemed accolade follows an impressive list of honors and accolades Judith McGee has received through her notable career.

Wealth and Asset Management