Managers of Wealth

Wealth firm seals deal for Bath-based adviser

Money Wise CEO Malcolm Coury will leave the business following the deal.

Sun Life Embarks On Path To Tap The Wealth Pipeline

After 124 years established itself as one of the leading players in Hong Kong’s insurance and MPF markets, Sun Life Financial is ready to embark on a new journey again.

Adviser Critical In Developing Family Governance In Asia Pacific

Up and coming members of family businesses often struggled to be heard by traditional elders but consultants from finance, academia and law can help next-gens find their voices when challenging firmly held views.

Steady growth with an eye to the millennials

It impacts both the flow and fees business, hence it is unrealistic for banks to manage their business using 2015 revenues as a baseline.

Saudi Arabia Contemplates Largest Sovereign Wealth Fund

In order to make this happen, the Crown Prince must lift the shroud of mystery enveloping his nation's five huge oil fields, estimated by the Saudis to hold 260 billion barrels of oil.

Goldman Executive Says Libyan Internship Was to Help Win Future Business

Goldman Sachs Group Inc. awarded an internship to the younger brother of an official at Libya’s sovereign-wealth fund in 2008 because it expected the younger brother to join the fund and potentially become an important client, an executive at the Wa

Returning to the fold

The recent membership hike marks a reverse in fortune for the body.

Russia Blows Through Wealth Funds As Plans Said to Focus on Debt

As it drains the reserves, net debt sales at home will more than quadruple next year to 1.29 trillion rubles one of the officials said.

Ascot Lloyd receives £10m to buy other advisers

In July 2015 Ascot Lloyd bought The PFP Group to further expand its portfolio of wealth management services

Value Partners expands beyond Asia to meet demand for global assets

Fund flows sourced from China, which Value Partners considers a home market, account for a consider portion of its overall business.

Singapore Institute to Train Thailand’s Private Bankers

The demographic of Thailand's high-net-worth individuals is also in flux with many now younger entrepreneurs.

Consolidator serves up £10m revenue surprise

‘We have exceeded market expectations and now look ahead to what I am confident will be another highly successful financial year.’

Mattioli Woods Expecting Post-Brexit Surge

Mattioli added that the company's property investment subsidiary Custodian will remain "attractive" to investors due to low interest rates.

ERI wins the "Portfolio Management" category - twice

Nicholas Hacking, Director, ERI commented: "We are proud to have been voted the winner of these awards, and this in both Hong Kong and Singapore.

Julius Baer buys Luxembourg private bank

Additionally, the Luxembourg banking licence and CISAL’s T24 platform and expertise offer clear benefits for the Group as a whole

Rothschild profit cut as deal flow slows

No dividend was paid to its global parent, compared to $10m the prior year.

China agribusiness tycoon ventures into mobile banking

China’s banks have traditionally preferred to lend to large state-owned businesses, but some economists say the problem has become worse in recent years.

Money in Swiss banks: India slips to 75th position

The country was ranked highest, at the 37th place, in 2004.

Banque Privée EDR picks Avaloq solution

This partnership will help us to bring greater innovation into our group, and we look forward to the cooperation.

Liontrust takes on Verbatim’s active range

Verbatim is part of the Simplybiz Group and provides an end-to-end investment process for advisers.

Wealth and Asset Management