Managers of Wealth

Progeny Group plans to grow after merger

Managing director Neil Moles said the company is looking to hire lawyers and advisers, but is also looking to acquire other wealth management firms.

Canaccord Genuity aims to build Middle East business

Canaccord Genuity says also in talks about potential investments in Saudi Arabia, the UAE and India

Numis retracts 'disingenuous' criticism of Schroders performance

Numis said the presentation undermined the company’s claim that it was well shielded against the price threat of low-cost passive products.

Mirabaud opens UK private banking branch

The branch is located in the same office that houses the company's asset management, brokerage and corporate finance operations in the UK.

How can we really deliver value to our clients?

Giving clients what they want is far easier said than done when dealing with Asia’s wealthy.

PAM AWARDS: Northland Wealth Management Named - Best Family Office in North America - Client Service

This year's award recognizes Northland Wealth's continuous efforts to build on its proven track record of superior client service and success.

Envestnet Wins Private Asset Management 2017 Best Outsourced CIO Solution Award

Envestnet continues to advance its products, services and platforms through technology innovation while meeting fiduciary standards.

After the Aberdeen-Standard tie-up, could these asset managers be in play?

The two will be able to cut costs faster and offer existing clients a broader range of products.

UBS Said Seeking to Pay Below $317 Million in French Tax Case

The Swiss bank is looking to pay less than what it cost to resolve the German case

Bank J. Safra Sarasin (Deutschland) will no longer offer private banking services

This decision has no impact and does not affect the Institutional and Wholesale Business in Germany, to which the J. Safra Sarasin Group remains fully committed.

Freshfields, Maclays and Slaughters lead on Standard Life and Aberdeen Asset Management merger

Magic circle duo and Scots firm take top roles on merger of fund managers

Julius Baer eyes UK acquisition but puts London hub on hold

Swiss private bank says Brexit has hit plans but sterling’s fall opens up opportunities

These 2 asset managers have outshone Aberdeen Asset Management plc

While the FTSE 100 is up almost 20% over the past 12 months, fund managers have lagged embarrassingly.

A case of now or never

In a report conducted by UBS and PwC on billionaire wealth.

IFAs hope Standard Life deal kickstarts asset management change

The two asset managers confirmed plans for a merger worth £11 billion on Monday.

Private Banking's Musical Chairs

The usual suspects of Brexit and the ubiquitous Donald Trump made many ultra high net worth clients lay dormant last year, earning little revenue or booking much in the way of new assets with their wealth manager.

Swiss Banking Giant Can’t Be Sued in California

The bank withheld or destroyed internal records related to the accounts.

Global Wealth Management Change at Deutsche Bank

The bank will also abandon its plans to sell Postbank, and will integrate Postbank into the rest of its retail banking business.

Lioncrest Global inks partnership pact for PE, venture capital deals

Said Tsung Yan Soo, founder and managing partner of Ops Capital: “Lioncrest Global has strong access into Greater China’s UHNW space, as well as to single family offices in general – client groups which are looking for opportunities to d

Job losses likely as Standard Life and Aberdeen reveal £11bn merger terms

Deal expected to cut costs by £200m a year with planned merger set to push competitors to consider rival tie-ups

Wealth and Asset Management