Managers of Wealth

Lord North Street director joins consulting firm

She had been at the firm since 2003 and was responsible for client client investment portfolios.

SYZ Asset Management strengthens its analysis and manager selection unit

As a result of the advent of alternative UCITS vehicles in particular, the traditional investment fund and hedge fund universes are now combining

Four Signs a Wealth-Management Partnership Is in Trouble

Financial advisers need to be watchful and proactive, because the unraveling of a team can be ugly

Almost Half of Barclays Advisors Left Before Stifel Closed on Deal

The firm did not disclose terms, underscoring the difficulty industry insiders have had judging whether the deal was worth it.

Wells Fargo Targeting Wealth Management Clients At Other Firms

Wells Fargo reached an agreement in October with Credit Suisse Group AG to get the inside track on recruiting the Zurich-based company’s private-bank employees.

AFH raises £6.5m to back IFA acquisitions

It is proposed that the net proceeds of the fundraising will be applied to the purchase of further IFAs and the working capital requirements of the enlarged organisation.

Using digital marketing to build client trust in wealth management

So how best can wealth and asset management firms work to keep the trust they’ve initially built?

Sanlam announces new management structure for UK business

From that date all Sanlam businesses in the UK will, for the first time, fall under the responsibility and management remit of a single corporate entity, forming a UK group with combined assets under management and influence of nearly £9 billion.

South Africans move assets abroad at record pace

Rand weakness and pessimism over economic environment push move to overseas.

Crestone secures commercial partners ahead of April start date

The soon-to-be independent firm confirmed that it will turn to CBA for services including transactional banking and foreign currency trade execution.

Morgan Stanley to capture Asian wealth from Singapore hub

Asian corporates are expected to demand investment banking services over the long term amid expansion overseas

Credit Suisse chief John Knox points to further investment after hires

Credit Suisse on Tuesday announced internally that UBS co-head of equity capital markets Mr Cox will join its ranks next year.

Brooks Macdonald moves into Portugal with Generali tie-up

Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).

Barclays extends its International Banking offshore offering

He added: “This proposition further enhances our strong footprint in the region as we continue to build on Barclays’ core strengths in Wealth and Investment Management as well as Corporate and Investment Banking.”

The fall of Jersey: how a tax haven goes bust

Jersey bet its future on finance but since 2007 it has fallen on hard times and is heading for bankruptcy. Is the island’s perilous present Britain’s bleak future?

Top bankers see their salaries DOUBLE from £325,000 to £650,000-a-year since 'stupid' EU bonus cap was brought in

High-flying bankers have seen their wages double since a new EU bonus cap was introduced in a seemingly futile attempt to tackle excessive pay, according to the Bank of England.

View From the Top: The Durability of Wealth Management

James Gorman was looking to the future as well when he spearheaded Morgan Stanley’s acquisition

John Duffield's new investment outfit grows assets to £1.25bn

Brompton Asset Management spent more on staff and brought in more client money

Towry set for £600m Christmas bid battle

Palamon is said to have hired Evercore to find a suitable buyer, with bids due in before Christmas.

Elian has formally completed its acquisition of SFM Europe

Elian’s completion of SFM Europe acquisition significantly boosts international finance capabilities

Wealth and Asset Management