Managers of Wealth

Advisers talk opportunities and challenges for 2017

There are many interesting models of advice being delivered globally that could easily be adapted

Rothschild and French asset manager complete merger

The merger will build upon the relationship that has existed between the Rothschild and the Maurel families for three generations.

Former pensions minister Webb and Schroders' Nicoll recognised in New Year's Honours

He joined Royal London as director of policy and external communications for its pensions business in August 2015.

World’s highest-paid expats toil in land of fondue and watches

It pays to be an expatriate in Switzerland

Explaining wealth and asset management

The ever-changing regulatory sphere presents both challenges and opportunities and EY strives to help businesses to respond more quickly to change.

farewell (to 2016) - Andrews Gwynne

The departure of so many famous faces in 2016, makes one realise that we all have an expiry date and that Inheritance Tax planning, with an up to date Will and Power of Attorney should be a high priority in the New Year

Wealth Manager Profile: Mattioli's Gibson embraces conviction in Asia Pacific

We wouldn’t describe ourselves as consolidated in any way shape or form

Old Mutual to make 'important' changes to adviser offering

He said Old Mutual Wealth would also be looking at its proposition, with its protection offering already earmarked for an upgrade.

Wealth management is growing, and struggling to hire

The parts of the industry that are growing are having trouble finding qualified candidates.

Saft-On-Wealth-When it comes to mergers, it is all about market power

In other words, the merger that sails closest to the line of being rejected by regulators as anti-competitive.

Global Finance names BDO Private Bank as ‘one of world’s best’

Global Finance said it selected the winners making use of entry submissions, market research, input from industry analysts and executives, and other users of private banking services.

Philanthropy shifts its course towards financially impactful giving

High net worth South Africans should be mindful of their philanthropic efforts

Africa's Entrepreneurs - Strong but Struggling

There is very little information on informal MSMEs in Africa, and yet these constitute approximately 90% of the MSMEs on the continent.

CreditEase Wealth Management Wins China's "Best Non-Bank Private Wealth Product" Award

The award was set up for the first time by the Asian Banker

Italian firms take direct route in quest for better returns

Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years. It was six times larger than the nation's annual gross domestic product, according to Italian central bank data for 2014.

Italian family firms take direct route in quest for better returns

Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.

1MDB a big test for Singapore's private banking

Insiders say that the level of scrutiny private banks in Singapore receive from MAS, already high, is escalating, and that this is far more relevant than the fines.

UBS France to buy Banca Leonardo's French private banking arm

Why make an exception to the rule for such a tiny company?

Nikko Asset Management says Donald Trump will deliver strong returns for stocks in 2017

The group is forecasting that the US S&P 500 index will close the first half of 2017 at 2,478, up 10.7% from its current level, before rising to 2,533 by this time next year.

Asia still offers rich pickings for private banks

S'pore players have snapped up businesses of those exiting the competitive industry

Wealth and Asset Management