Managers of Wealth

Bellpenny to launch independent advice arm

It will be the first in Bellpenny’s new independent advice arm BIA Financial Planning.

Ex-Coutts branch head launches wealth firm

The launch of Maven Wealth Management comes after the industry saw a number of new firms come to market in 2016.

Outlook 2017: A pivot year for investors

British multinational banking and financial services has released its Outlook 2017 publication

TMF Group inks new partnership

Global business operator teams up with a leading provider of passionate responsible entity and trustee services

Morgan Stanley to pay $17m for billing system errors

Problems spanned 14 years and 149k customers.

Aberdeen freezes pay for high earners

Salaries restricted due to Scottish fund house’s ‘financial performance in 2016’

China’s CreditEase launches second Israel-focussed fund, hits first close at $32.2m

The first fund made eight investments in early and later-stage start-ups, including Corephotonics, a maker of dual camera technologies for smartphones.

World's largest fund manager demands cuts to executive pay and bonuses

It is a significant intervention from a company which is a shareholder in every business listed on the FTSE 100 index.

ZEDRA announces new acquisition

It will be fully integrated into ZEDRA's growing network of offices.

Rothschild junior bankers denied access to the company butlers

Given that all banks are struggling to keep their junior bankers happy, you might think Rothschild would leverage its butlers

Rothschild is advertising for a new butler - and the right candidate will have control of a rather racy-sounding inbox

Rothschild is advertising for a new assistant head butler, to work in its pantry.

Women advisers not attracting as many assets as male colleagues

Females in RIA channels especially coming up short

Oakbrook Solutions Shortlisted in Two Categories for the 2017 Private Asset Management Awards

We are honored to be included among the prestigious roster of industry leading firms shortlisted for this year's PAM Awards

This Is What Your Client Wants

The share of unhappy customers in Asia is comparatively high in the U.S. for instance the same figure is 20 percent.

Mercer Advisors Buys $100 Million New York RIA

With its latest acquisition, the RIA continues to build out a family office model.

Famous figures have forgotten Swiss bank accounts

The Swiss Bankers Association said it was down to individual banks to add accounts and that it could not monitor all entries.

Fund administration company opens office in Cayman Islands

The Cayman Islands is the jurisdiction of choice for global investors

Wealth manager's Irish profits drop 90% in 2015

Gross income in Ireland in 2015 rose to €16.8 million

Clients Trust Their Relationship Managers

The high net worth private investors surveyed for the LGT Private Banking Report 2016, however, clearly not only have basic knowledge, but are highly informed about investment matters.

'Robust' Rathbones on an acquisition hunt

We expect to pursue planned growth initiatives in the coming year and continue to prioritise expenditure that enhances our client service and upgrades our infrastructure.

Wealth and Asset Management