Managers of Wealth

Consolidator signals fresh buying spree as assets hit £2bn

The board will continue to execute its strategy of making selective acquisitions and increasing the breadth of AFH’s national footprint

UBP Awarded Best Private Bank and Best Fund Manager at WealthBriefing GCC Region Awards 2016

The WealthBriefing GCC Region Awards showcase best of breed providers in the global private banking, wealth management and trusted advisor communities.

HLB Mann Judd expands in WA

Sovereign Plus has strengths in financial health checks, wealth generation strategies, financial structure advice and estate planning strategy development.

Built with Purpose - Bank of the West Wealth Management Group Focuses on Helping Clients Find a Purpose in their Philanthropy

Bank of the West educates and empowers investors to think strategically and holistically about philanthropic goals and identify ways to deploy capital to meet those goals

Perth advice firm merges with HLB Mann Judd wealth arm

The addition of the new firm will provide HLB clients with a broader range of services, the statement said.

Higher costs or lower revenue? Wealth firms split on fiduciary compliance

The goal was to eliminate the possibility that wealth managers could pad their commissions by making trades clients do not need.

No Laptop, No Phone, No Desk: UBS Reinvents the Work Space

There are no laptops to lug around, and their phone numbers follow them from desk to desk or to their mobile devices.

Schroders takes stake in technology provider

Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.

UK wealth managers show support for automated services

Wealth managers believe the demand they currently experience for automated investment services will increase in the next two years

Credit Suisse expects more consolidation in Swiss finance sector in 2017

The fixed cost base is going up, so you need scale to deal with a higher cost base.

Cardena partners with Netwealth

We have also been actively speaking with our clients about the significant benefits of managed accounts and the feedback has been extremely positive.

Mashreq Bank maps out wealth management journey

Mashreq Bank’s wealth management and private banking business has quickly become one of the drivers behind the institution’s growth

Editorial Comment: Wealth Managers Need Cool Heads As Markets Roiled By Trump Victory

With Donald Trump elected to the White House, investors are already scrambling out of risk assets

Who are the Rothschilds? And are they really behind all major global events?

The Rothschilds are one of the most powerful dynasties in the world

Wealth managers sit tight as election dip underwhelms

Healthcare and defence were the immediate winners at sector level

Stanbic Bank targets High Net Worth Clients

Stanbic Bank intends advancing this goal through its newly established Wealth and Investment unit

Are wealth managers blocking property fund reform?

Moves to reform open-ended property funds after their second crisis in a decade are underway but some wealth managers are resisting.

St. James’s Place – “Verizon might take the number three spot in the digital market”

Political risk expected to remain high regardless of election outcome but aftermath of Brexit provides clues

Investec boosts Brum office with Quilter hire

Investec Wealth & Investment Has Hired New Investment Director

Old Mutual Wealth appoints Infrared to activate England Rugby sponsorship at Twickenham

UK’s leading wealth management business appoints global experience marketing agency to deliver hospitality and ticket management programme

Wealth and Asset Management