Managers of Wealth

Finding your rung on the wealth ladder

A new book by inequality writer Max Rashbrooke called Wealth and New Zealand attempts to lift the lid on how wealth is spread.

Pictet Says Gulf Asset Managers Are in a ‘War of Fees’

His role includes sovereign wealth funds, central banks and pension funds in the six-member Gulf Cooperation Council region.

Lombard Odier in joint venture with Thai bank

Has spun off its private banking business from retail banking as a new business division to increase its flexibility to run wealth management and to cash in on the opportunities in this segment.

Canaccord Genuity Wealth Management launches new global equity portfolio

The committee uses a multi-disciplinary approach to identify companies throughout the world that have the potential to deliver attractive returns

Old Mutual teams up businesses for South Africa HNW investors

Old Mutual Wealth is teaming up its various divisions, including Old Mutual International and Quilter Cheviot, to offer an all-round service to investors in South Africa ahead of next year’s Retail Distribution Review.

Melrose Arch welcomes Sasfin Wealth

The building at Melrose Arch in Johannesburg, which is the new home to Sasfin Wealth’s offices

Ultra Wealthy Buyers Seek Non-Traditional Homes Abroad, New Study Shows

Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.

Winners Of The WealthBriefing GCC Region Awards 2015

Wealth management professionals working in the Gulf Co-operation Council region of the Middle East gathered in the sumptious surroundings of Dubai's Mina A'Salam hotel to honour outstanding individuals and firms in their sector last night.

Aberdeen close on Edinburgh deal

Ernst & Young made the offer to Edinburgh shareholders on behalf of Aberdeen.

Global earnings season offers sufficient hope by Mikio Kumada, CIIA, Global Strategist LGT Capital Partners

Only US earnings continue to beat expectations, which is another sign that the US economy is doing rather well and justifies the US equity market’s recent strength.

UniCredit signs binding deal with Santander to merge asset management units

In a statement UniCredit said it expected the deal to be fully completed in 2016

RLAM CEO: 'In a few years' time, there will be no institutional investor, it will all be retail'

Royal London Asset Management CEO, Andrew Carter, tells Hardeep Tawakley how the group is 'reinventing itself' to broaden its appeal to retail investors and capitalise on new pensions freedoms.

The Pros and Cons of Virtual Family Offices

Benefits include direct control and flexibility and diverse investment perspectives

Wealth management poised to boom—in segments

But although wealth managers might be considering shifting their attention to millennials as they try to capture those fees

Consolidator boosts assets by £50m with South West IFA buy

The acquisition will also add 10 advisers to the firm, which now has 240 advisers across the country.

The new skills you now need to survive in private banking in Asia

Private bankers have long done extra advisory work for clients – from researching the right school for their children to solving retail transaction problems

Chris Burch, Billionaire Investor Extraordinaire

Chris Burch shares his approach to investing and talks about his favourite investment — Nihiwatu, an eco-luxury resort he built on the Indonesian island of Sumba.

Ascot Lloyd planning push into wealth management

Ascot Lloyd is planning to launch a push into the discretionary fund management space early in the new year, managing director Pat O’Hara told Portfolio Adviser.

Chinese Wealth Manager Noah Plans 50 Hires in H.K. by Early 2016

Noah joins asset managers such as Springs Capital in tapping international appetite among wealthy Chinese clients.

Wealth management emerging as growth driver for banks

Banks now better understand their clients' financial motives and interests through reviewing their consuming as well as saving habits.

Wealth and Asset Management