Managers of Wealth

Custodians try to entice breakaways with substantial perks

More creativity via sweeteners are being used to lure big RIAs

Coutts Millionaires Make Asia Private Bank Profitable, UBP Says

The acquisition of Coutts will help us reach a critical mass in Asia

The Els Club, Dubai Sports City partners with Nedbank Private Wealth

The Dubai office is supported by a 30-strong Middle East team based in the Isle of Man.

Swiss banks step up focus on Asia wealth management

It’s not a sudden thing but they suddenly talk about it as the main strategy.

Quilter Cheviot Launches Zurich Wrap

The investment management firm pioneered the development of professional investment outsourcing solutions for financial advisers with the launch of its MPS in 2001.

Coutts launches concierge service for ultra rich

Coutts clients value expert and tailored banking and wealth management advice and alongside that expect equally exceptional concierge support.

Saunderson House: “We want to ask fund groups: 'When are fees coming down?’”

These reviews have caused significant downward pressures on profits for wealth managers

Robo wars: 5 big disruptive threats facing wealth firms

Developments in the US should serve as a warning for traditional UK wealth managers to take the digital threat seriously.

Lombard Odier sets up catastrophe bond desk

Jan Straatman, chief investment officer at LOIM, said: “Catastrophe bonds are uncorrelated to other economic risks and capital market events. The 4 to 6 per cent returns on offer remain attractive.”

Switzerland's wealth managers have long courted Asia's super-rich

Swiss banks step up battle for Asia's super-rich

Wealth management is an industry built on trust

Trust games: Europe’s NextGen HNWI more sceptical than US peers

Britain's oldest bank goes digital

Banks are seeing huge growth in digital banking, with millions of people now using just their mobile apps to manage their money.

Fighting Off Barbarians at the Wealth Management Gates

This can be both exciting and terrifying, as incumbent firms will need to adapt to compete with these new entrants while they still own the customer’s assets

JP Morgan AM’s new CEO bullish on China

The opportunity is huge there and we’ve seen tremendous needs for better investing and a more diverse product range from onshore investors

What will be asset managers' role as advice gap widens?

The news the government and the FCA are to launch a major review into consumer access to financial advice has been widely welcomed.

Exclusive: Banks back away from Paulson Advantage fund after poor 2014

The banks cited concerns about costs, plus bets on illiquid securities as reasons for their moves

Brewin withdraws managed service for sub-£150k clients

The move coincides with the recent launch of Brewin’s direct-to-client service,

Heartwood switches all funds to unclassified sector

In common with a number of other risk managed multi-asset fund ranges, we believe the unclassified sector is currently the best available option.

SJP and Rowan Dartington tie-up to drive UK and Asia expansion

Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.

Profile: Vestra's private office boss on staying ahead of a growing field

The industry is increasingly moving towards offering high quality independent advice – with no sales – from people who are qualified and informed.

Wealth and Asset Management