Managers of Wealth

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.

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.

Wealth and Asset Management