Managers of Wealth

Canaccord Genuity IHT portfolio added to Fusion Wealth

We had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management.

Intrinsic eyes 220 Sesame advisers; Old Mutual spends £90m on platform

Old Mutual said it expected the number of restricted advisers in the network to reach 1,200 by the end of 2015.

OMG explores 'synergies' as funds added to Quilter buylists

This is an important year for the wealth business and we are seeing significant transformation towards a vertically integrated wealth and asset management business

St. James’s Place commits to SSP’s financial services technology with a new 5-year deal

The addition of SSP Adviser is an exciting next step as we look to build on our technology partnership and achieve our shared ambitions for growth

Aberdeen acquires US fund of funds business

This acquisition is in line with Aberdeen's strategy to strengthen and grow its global alternatives platform encompassing multi-manager research and selection across hedge funds, private equity, and property along with direct investments in infrastru

Exclusive: UBS was warned of Puerto Rico loan practices, e-mails show

A UBS AG branch manager in Puerto Rico warned bank officials that brokers for the firm had urged customers to engage in improper loan practices, more than two years before the bank made a US$5.2 million settlement over the matter with the island’s f

Advisers Need to Take Full Stock of Clients

Advisers who have visibility over all of a client’s assets are in a better position to provide advice.

IFA acquires wealth manager to create national group

Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms

St. James's Place seeks aspiring wealth advisers in Manchester

Successful applicants to the Academy undertake an intensive education

UBS Wealth Team With $400 Million Starts Own Boutique With Help

The boutique is named for Las Olas Boulevard, the posh shopping street in Fort Lauderdale.

RBS sells asset manager Cairn Capital to Mediobanca

The Italian bank wants to become a major international player in the asset management industry

So, this is what Tom Hayes’ former assistant at UBS is doing now

Where are they all now? A brief trawl of the internet suggests most have sunk into welcome oblivion.

BMO Private Bank sets out Asia expansion plans

BMO Private Bank's new Asia CEO has been given a remit to grow the size of the firm's regional assets.

Top 10 trends in the Australian wealth management industry

Bravura Solutions’ Director, Product Management & Strategy, Darren Stevens identifies 10 major trends in the Australian wealth management industry and explores their implications for next generation platforms.

Bestinvest founder launches high-end investment service

EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.

Singapore faces shortage of compliance experts in fight against dirty money

Demand for experienced compliance experts soars in city state as banks go on hiring spree amid the government crackdown on tax evasion

Expats in Cyprus could lose out if UK exits EU

British expats in Cyprus could lose a host of privileges if Britain withdraws from the EU, a popular expat forum has warned.

Region’s wealth managers need to start thinking digital

There is so much reliance on legacy systems and channels to reach their audience

Bordier snaps up £75m discretionary mandate

The adviser outsourcing market via platform-managed funds is a key area of potential growth for Bordier.

Brewin Dolphin wins fund management contract with the National Eisteddfod for Wales

The Cardiff office of Brewin Dolphin has seen a strong growth in charity clients in Wales with total funds managed of more than £130m

Wealth and Asset Management