Managers of Wealth

Silvercrest Asset Management Maintains Focus on High Net Worth Customers

Silvercrest is the nation's only independent wealth management company that is publicly traded, having listed its shares in June 2013.

Sura Mexico launches new wealth service for HNW clients

The Latin American financial services giant hopes this new offer will boost asset growth in its investment business, with the aim of doubling its current AUM of 53 billion Mexican pesos [$3 billion] over the next five years.

UK’s oldest bank, C Hoare & Co, goes digital with Backbase

C Hoare & Co, Britain’s oldest bank, is modernising its front-end operations with Backbase, a specialist provider of omnichannel banking software.

Delta Lloyd reiterates its intention to pursue a sale of its shareholding in Van Lanschot

Goldman Sachs International and UBS Limited have been appointed by Delta Lloyd as Joint Global Coordinators and Joint Bookrunners of the intended marketed offering.

Wealth Enhancement Group Continues Nationwide Expansion

The transaction closely follows Wealth Enhancement Group's March announcement of its acquisition of HHG & Company, LLC, an independent RIA with over $1 billion in client assets based in Darien, CT, in a transaction scheduled to close in the third

Investec Wealth & Investment launches in Hong Kong

UK private client firm Investec Wealth & Investment has launched its business in Hong Kong, as part of the Investec Group's plans to expand the division internationally.

St. James's Place Academy toasts its 200th graduate

Academy candidates come from a wide range of backgrounds, but are often people looking for a career change or a new challenge.

Credit Suisse's Thiam asks investors for patience over new strategy

We are building our platform for the future," Thiam told shareholders at its annual general meeting in Zurich, delivering his speech in a mixture of French and German.

Bank Vontobel eyes Asia with offering of global access

Being focused and targeted is a good thing in the Asian private banking industry today.

Brexit and global growth top wealth manager fear list

Britain leaving the European Union and sluggish global growth top the list of fears among wealth managers according to a survey by Jupiter.

Few Financial Advisors Have About Succession Plans

Financial advisory practices are small businesses. As such, they face the issues most small business face and one of those issues is succession. Only 30 percent have succession plans and many of those plans are of dubious quality.

Switzerland’s largest independent private bank to allow clients to domicile wealth in UK

Offers asset and wealth management services, said it hopes to allow customers to register assets through an onshore booking centre in London from the second half of this year, subject to approval from the UK financial regulator.

How Barclays and BlackRock Pulled Off a $10 billion Tax Dodge

The profits passed through Luxembourg

Convergent Wealth Advisor among Top Financial Advisors of 2016

The publication's April issue ranks the top fee-only advisers in the Washington metro area and hit newsstands at the beginning of the month.

Natixis Global Asset Management wins prestigious award

Natixis Recognized for Excellence in Advisor Support and for Offering Broad Solutions to Investors

Nedbank Private Wealth Wins Best UK Private BAnk For Second Year Running

The awards were announced in April at a Gala Dinner at The Guildhall, which was hosted by BBC news presenter, Sophie Raworth.

Raymond James Warns DOL Is Key Consolidation Accelerant

As the industry continues to digest what the fiduciary rule means, advisors will need “to diversify their service offering” as a means to delivering “more value to prevent fee compression.”

UBS to revamp wealth management business to cut costs

The people close to the plans insisted that the planned changes for wealth management were about seizing a strategic opportunity and not about responding to weakness in the division’s performance.

Cim Global Business voted Best Fund Administrator in Mauritius 2016

Acquisition International is a monthly magazine published by AI Global Media, a UK-based publishing house with a global reach, and its prestigious Fund Awards act as a guide to the very best firms and individuals in the fund industry.

Wealth manager EFG to contest increase in Transamerica premiums

Today's update confirms our view that significant risks exist," Bank Vontobel analyst Andreas Venditti said in a note to investors.

Wealth and Asset Management