Managers of Wealth

European Wealth sells 48% stake to duo in £9m fundraise

Since its launch in 2011, European Wealth has been in part funded by debt.

Baer integrates WMPartners and broadens its multi-custody wealth management capabilities

Julius Baer Group Ltd. has announced today the strategic realignment of its fully owned independent wealth manager WMPartners Wealth Management Ltd. Its expertise in serving clients with assets booked with different custodian banks will be insourced into

CIBC Sees $5 Billion PrivateBank Deal Fueling U.S. Expansion

CIBC on Friday completed its $5 billion acquisition of PrivateBancorp Inc., the holding company of PrivateBank. Larry Richman, who ran the Chicago lender for the past decade, becomes CIBC’s group head of the U.S. region and CEO of PrivateBank.

China Merchants Bank sees strong wealth unit growth as it expands overseas

Sees private banking assets growing 20 pct annually over 5 years

Cheshire-based advice firm bought by Alexander Beard

Paul Beard, executive chairman of Alexander Beard Group, said that the acquisition fits its strategy of buying smaller practices in relevant locations.

Raymond James reports 25 percent increase in AUM

The increase in client assets was largely attributable to market appreciation, aided by continued success in retaining and recruiting financial advisors in the Private Client Group.

Liechtenstein-based private bank carves clear independent path in Asia

“Overall, the restructuring and additional investments we did in 2016 are bearing fruits and we are on track to go beyond initial targets,” he adds.

China's $24tn private wealth is twice the size of GDP

Eight times more millionaires in China now than 10 years ago, report shows

How Citi is staying ahead of the wealth management pack

Digitisation is a key priority for Citi

HighTower entices advisers away from Wall Street institutions

Chicago wealth manager offers an alternative to traditional practices

Russia’s Rich a Target for VTB as Foreign Banks Juggle Probes

State-owned bank may profit after scandals at foreign firms

Australian high-net worth investors and family offices support growing local fintech

The financing has been completed via a special purpose bankruptcy remote structure with Perpetual as the trustee.

Big UBS Breakaway Joins Dynasty, Lawsuit Follows

The wirehouse has also requested a temporary restraining order against the defendants, in a bid to stop them from soliciting more clients, as reported by FA-IQ sister publication, Fundfire.

Hampden reaches £200m deposit milestone

The milestone was unveiled by Hampden following moves by the bank to steadily boost its senior management team in recent months.

Mirabaud to Enter Private Equity

It is the partner-led private bank's first foray into private equity, after setting up a standalone asset management unit five years ago.

Phil Wood of UBS in the Midlands

UBS is the largest wealth manager in the world.

WH Ireland reports strong momentum in H1

The Private Wealth Management division had continued to develop its client proposition around advice and fee related business.

Would you pay £150 per hour for financial advice?

Investec, the Anglo-South African lender and asset manager, also launched its own digital investment platform, Click & Invest, today.

Metro Bank plans HNW expansion

The ability to assess cases on an individual basis and deliver bespoke solutions quickly and accurately has proved incredibly successful in the HNW market.

Quilter Cheviot Returns as Headline Sponsor for BBC Countryfile Live 2017

Countryfile Live will take place across four days from 3 – 6 August

Wealth and Asset Management