Managers of Wealth

Close Tactical Select Passive fund range celebrates fifth anniversary

The five year cumulative return for the TSP Conservative fund has been 44.0%, the TSP Balanced 55.8%, and the TSP Growth 58.0%.

Rathbones plans to raise £38m as bond yields impact DB schemes

Looking to raise £38m

GAM Sees Significant Profitability Drop This Year on Volatility

Frequent bouts of volatility amid sideways markets have led to risk aversion among clients.

Small is still key for City Asset Management

Four years on from being Wealth Manager cover star, Coghill also discusses the impact of increasing regulation on her family-run business.

New world order: Have Hargreaves and SJP had their day in the sun?

Perhaps controversially, analysts also point to advice-led models being better positioned for the financial services market of the future.

Credit Suisse sets up wealth mgmt firm in Channel Islands

The new firm will also be able to offer a range of global custody and transaction services as part of a traditional liquid.

HSBC PB signs client referral deal with Indosuez WM

The referral process will begin immediately.

Loyalty test is top priority at Deutsche Asset Management

Customer retention is a problem in the aftermath of 5 years of upheaval at the investment house

CAIS Wins WealthManagement.com Industry Award for Hedge Funds/Private Equity

The CAIS team is honored to accept this award.

Laserfiche Wins WealthManagement.com 2016 Industry Award

The awards recognize outstanding companies and organizations that support financial advisor success.

KAMCO wins "Best Wealth Management Company - Kuwait" award from International Finance Magazine

The awards were presented to those who made a significant value addition to the industry through innovative products and services.

Gopal Srinivasan, Narayan Seshadri acquire majority stake in IMMPL

Wealth management firm International Money Matters is focusing on building a platform to scale up its offerings while also reducing costs of the service

UBS spending $1 billion on IT overhaul

UBS did not give an estimate for the savings envisaged.

DZ Privatbank to Shutter Singapore Branch

The relationship managers at PBSG will switch to BoS and continue to be available for their clients, the company also said.

Singapore private banks buck the declining trend in assets under management in Asia

The bank was previously ranked 8th.

Rathbones Strengthens Charity Offer with New Fund Launch

The fund has been specifically structured for charities with the aim to deliver long-term capital growth and a level of income while employing a total return approach.

Societe Generale Private Banking Wins Award For Customer Relationship Service & Engagement

This award celebrates an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications.

Becoming a Yoda of wealth requires a deeper voyage into the galaxy of customer insight

Imagine if wealth managers could also master the techniques employed by companies like Netflix; leveraging detailed, real time client insight to anticipate their future product or service requirements.

Stenham and Credit Suisse form CI wealth management arm

Stenham WM will also offer global custody and transaction services as part of a multi-asset class approach to private client investment management.

Old Mutual Wealth prepares for demerger with tech head hire

Old Mutual Wealth has brought in a former Virgin Money tech director

Wealth and Asset Management