Managers of Wealth

Pensions reform sparks sea change in fund sales

This was offset by net sales into Isas dropping 10 per cent to £3.5bn, and unwrapped products falling 18 per cent to £3.7bn.

Yearsley teams up with ex-Hargreaves colleagues for HNW service

Davies and Yearsley worked alongside each other at Hargreaves Lansdown where the former was a board director and latter worked in fund research.

Eight of the BEST Websites in Wealth

High-net-worth individuals are among those most frenetically integrating digital technologies into their lives, yet many wealth management firms have been slow to realise that an online offering is more than just a hygiene factor in their proposition; it

‘The World’s Greatest Living Explorer’: Sir Ranulph Fiennes announced as TMF Group’s global ‘brand ambassador’ for 2016

Starting in 1967 with the Jostedalsbreen Glacier Expedition, Sir Ranulph has since undertaken physical challenges across all the world’s terrains and continents.

Marie Curie named TMF UK’s Charity of the Year for 2016

“Each and every one of us will by touched by terminal illness; be it through a friend, a loved one or from a terminal diagnosis of our own,” explained Frederik van Tuyll, CEO of TMF Group.

Three iconic personalities on display at SYZ

The Swiss banking group SYZ has unveiled a new advertising campaign centred on iconic personalities.

Affluent Asians buying dollar bonds abandoned by risk-averse foreign funds

That's helping to keep a lid on borrowing costs for Asia's investment-grade firms, which are paying lower premiums for international notes than their US peers for the first time in nearly seven years, according to Bank of America Merrill Lynch i

Turquoise to start Iran Private Equity Fund with Swiss Private Bank

Iran is opening up to foreign investors after the lifting of international sanctions earlier this month ended a decade of isolation.

Soccer Capt. Takes A Pass, Scores in Wealth Management

Chandler, now Head of Wealth Management Advisor Group, East,at UBS, was born in Denver to two school teachers.

FA honour for Credit Suisse's Sitohang

He received his award at FinanceAsia’s annual awards dinner at the Grand Hyatt in Hong Kong before more than 260 leading players from the world of AsiaPacific

Prestigious awards for Butterfield

Wealth management and fiduciary services are core businesses for Butterfield Group

Northern Trust Asset Management Launches New Generation Target Date Solution – Life Engineered™

New funds focused on taking the right risk at the right time to help participants build more reliable retirement outcomes and live well, for life

U.S. Trust Announces 6 New Hires

U.S. Trust, Bank of America Private Wealth Management, a private wealth management organization, has hired six new private client advisors nationwide.

Fosun considers selling stake in German BHF Bank to Oddo

BHF Kleinwort Benson Group has announced that the Company's Board of Directors has published its response memorandum in respect of the mandatory public takeover bid launched by Oddo et Cie SCA

Swiss private bank to shut down after U.S. fine

"We've decided to end operations," a bank spokesman said. "The U.S. loss didn't have any influence on the decision. We are too small to be independent."

HSBC board to meet, China's role in Hong Kong a factor in HQ debate

At the two-day meeting, directors will also focus on the bank's strategy, with a decision on the domicile issue possibly coming as early as this week.

Crédit Agricole plans overseas expansion of wealth management

"It gives us one single brand and identity. It also moves us into a new business model where we approach our clients in a more holistic manner," head of Indosuez wealth management Patrick Ramsey told The Straits Times as he announced the change

Multi-family office signs MoU for Expansion to India

He has been the architect of several cross border transactions from countries like UK, Germany, Singapore, Vietnam and United States.

Wealth consolidator set for buy spree after busting forecasts

Since the Conservative election win, new business at the firm has increased significantly, with recurring revenue rising 65% to £13.6 million.

Ultra-High Net Worth Portfolio Protection Strategies In A Horrible Market

It is starkly real, and as the headlines urge, we might see even more ups and downs in the months ahead. Whether we ultimately call this a “Correction” or a “Bear Market” is beside the point.

Wealth and Asset Management