Managers of Wealth

Close Brothers confident after strong H1

Banking division generated strong returns and profit growth during start of financial year

J.P. Morgan CEO to Get $28 Million in 2016 Compensation

His base salary is unchanged at $1.5 million, according to the filing.

Heirs to Boris Collardi's Crown

Collardi was considered to helm the Swiss Bankers Association and as a partner at Geneva-based private bank Lombard Odier

Equiom’s hat-trick success at the Citywealth IFC Awards

The winners were selected following both public voting and judging by a panel of highly respected and experienced practitioners.

Secret Chef – Cooking for the young

What I have become experienced at is keeping secrets and cheffing.

Change Is The Constant In Modern Wealth Management

Ms. Sexton received a B.A. in Mathematics and Economics from Boston University, and earned her C.F.A. charter in 2001.

Clarien Bank Wins Wealth Management Award

Clare Spearing, Clarien’s Head of Private Banking, said: “We are very honoured to receive this prestigious award and recognition of the unique services Clarien provides to our discerning high net worth clients."

Butterfield Wind Down London Private Banking

The acquisition of unique properties in the most desirable neighbourhoods in central London.

Northern Trust misses analyst estimates in Q4

As we continued to invest in people, technology, and regulatory initiatives to support our growing business.

Boston wealth manager acquires 5th firm in as many years

The firms have long admired each other and shared similar values

Former Lehman CEO Fuld Emerges as Backer of Wealth-Advisory Firm

A former Lehman money-management unit that oversaw about $255 billion at the end of September.

Wealth management revenue, profits climb at U.S. Bank despite surge in DoL costs

The year-over-year revenue growth in the fourth quarter was due in part to an increase in trust and investment management fees.

Wealth consolidator buys assets of Aberdeen Wealth Management and Shield Direct

‘The company continues to seek high quality businesses of all sizes that will embrace the AFH culture of providing exceptional value to our growing client base while providing attractive returns to our shareholders.’

Insurance for the Super Rich

As well as liabilities associated with operating in flight.

LLB Profit Rises Significantly

It had higher income from financial investments and a valuation gain for interest rate hedging instruments due to increasing long-term interest rates in the second half of the year.

HighTower Adds $1 Billion Firm

Fortress Wealth Planning provides individuals and families with financial planning services

Morgan Stanley advisers hit revenue record in fourth quarter

Advisers produced average annualized revenue of $1 million in the period.

PagnatoKarp Scales Concierge Services for High Net Worth Clients with New PK Perks Program

Services include travel and entertainment recommendations and exclusive discounts on transportation and fine gifts.

Wall Street is witnessing a 'third wave of computerization'

Automated investment services utilize algorithms to manage and allocate people's assets

Opportunity Network Shortlisted for “Best New Product for HNW Advisory” Award by Private Asset Management

Selection based upon the FinTech firm's innovative global investment matchmaking platform for family business owners and high net worth investors

Wealth and Asset Management