Managers of Wealth

Morgan Stanley Gave Some Wealth-Management Clients Wrong Tax Information

Error caused some clients to underpay on taxes, others to overpay

Odey founder heads Guernsey Funds Forum lineup

The first panel session, entitled ‘Mountains of money’, will focus on the low return rate environment, the risks of holding cash and the influences on fundraising and investment execution in the light of Brexit.

St. James's Place says financial year profits buoyed by rising funds income

Strong Growth Underpins 20% Increase In Final Dividend

Coining happiness - St. James’s Place

In itself, that might be cause for celebration, not least because headline growth in the fourth quarter was revised upwards to 0.7%, providing further proof that the UK economy has not missed a beat since the referendum.

How to create a winning fund for investors

The secret of its phenomenal success?

Wells Fargo Adviser Leaves For Raymond James With $375M AUM

Lack of face time between his clients and specialists was a main reason for the move.

Leading global fiduciary and administration provider boosts fund administration capabilities with acquisition

Estera is committed to enhancing its position as a leading player in existing and new jurisdictions.

Intrinsic to take over Caerus adviser network

'Contracts have been exchanged'

Wealth Management Firm Expands with Acquisition

The firm is headed by Matt Smith, an accredited chartered wealth manager and financial planner.

Staff Satisfactiion Puts Nedbank Private Wealth And Nedgroup Trust On 2017 Sunday Times Best 100 Listing

The results are taken direct from the people whose hard work builds the success of their business, whether they are bankers, designers or shop assistants.

Bank of Montreal beats on wealth management gains

BMO had a net profit of 1.48 billion Canadian dollars $1.12 billion, or C$2.22 a share, in its latest quarter.

PM+M increases wealth management services

This decision follows the news that the total funds under PM+M’s management has increased by £19.6m to £180m since the start of this financial year.

Evli’s digital client experience awarded best in Finland

The award is a result of Evli’s continuous efforts to combine the best digital and traditional service models

UBS rolls out digital wealth manager

The funds that are being offered are fixed income, yield, balanced, growth and equity.

Another Private Bank Leaving Asia?

If RBS, Canada's largest bank with a sizable wealth management presence in North America, does decide to sell out

Behind The Scenes Moves For ANZ Wealth Division

Goldman Sachs is advising ANZ on the wealth auction and sale documents are expected to be with potential buyers in mid-to-late March.

AMP jumped the starting gun in ANZ Bank's wealth sale

ANZ, which is navigating a string of high-profile divestments, is hoping to fetch about $4.5 billion from the wealth division sale.

Credit Suisse Committed to Saudi Expansion

The bank also seeks a full banking license in the country, which dominated by the conservative Wahhabi branch of Islam.

Centrum to manage wealth of Lakshmi Vilas Bank's HNI clients

Centrum will offer its existing portfolio of wealth management services to the bank's HNI clients

EFG Bank and Al Mouj in close fight for title

We believe that we can win the race and we are going to fight for the title.

Wealth and Asset Management