Managers of Wealth

Nedbank Private Wealth Wins Best UK Private BAnk For Second Year Running

The awards were announced in April at a Gala Dinner at The Guildhall, which was hosted by BBC news presenter, Sophie Raworth.

Raymond James Warns DOL Is Key Consolidation Accelerant

As the industry continues to digest what the fiduciary rule means, advisors will need “to diversify their service offering” as a means to delivering “more value to prevent fee compression.”

UBS to revamp wealth management business to cut costs

The people close to the plans insisted that the planned changes for wealth management were about seizing a strategic opportunity and not about responding to weakness in the division’s performance.

Cim Global Business voted Best Fund Administrator in Mauritius 2016

Acquisition International is a monthly magazine published by AI Global Media, a UK-based publishing house with a global reach, and its prestigious Fund Awards act as a guide to the very best firms and individuals in the fund industry.

Wealth manager EFG to contest increase in Transamerica premiums

Today's update confirms our view that significant risks exist," Bank Vontobel analyst Andreas Venditti said in a note to investors.

Swiss Regulator Probes Coutts in International Investigation

Royal Bank of Scotland Group Plc said regulators are investigating the Coutts International private-banking business it sold to Union Bancaire Privee last year.

Schroders launches total return commodity fund

The new fund will offer commodities exposure with a flexible approach, allowing the team to take advantage of a wide range of opportunities, as well as limit downside risk.

EFG Buys Luxembourg Private Bank

The transaction will significantly strengthen EFG International’s presence in Luxembourg and will reinforce the Bank’s focus on growing its wealth management presence in Europe.

Clipper World Yacht Race – Tragedy strikes in Race 9

Owner of a personal lifestyle company providing services for private high net worth individuals

Guernsey-based fiduciary company expands into Malta

The operation will focus on wealth planning for high-net-worth individuals and include property development structuring, VAT services, pension provision, yacht registration, corporate services and intellectual property and image rights structuring.

RBC Royal Bank launches private banking in Cayman

Patrice Ritchie, interim head, Private Banking, noted the bank’s service philosophy is based on a personal relationship with each client.

Barclays in talks to sell French wealth, retail banking businesses

European private equity group AnaCap Financial Partners has entered exclusive talks to buy Barclays' French retail banking and wealth business.

Deutsche Eyes Asia’s New Rich to Grow Private Bank

Private banks target the ultra-rich with higher minimum investments, but Deutsche’s Raju has a different plan.

Citigroup shareholders in rebellion over executive pay

The pay plans were approved but 36.4 per cent of votes were cast against.

UBS launches new HNW offering in Taiwan

The service is available via a model which provides clients who subscribe with access to premium research insights and products previously available only to HNW clients.

St. James’s Place acquires Technical Connection

Technical Connection is the financial services sector’s recognised leader in delivering technical support, insight, proposition development, business generation and the provision of continuing professional development (CPD) to financial advisers and

Van Lanschot presents strategy update 2020

Van Lanschot enters the next phase of its wealth management strategy: building on a strong foundation, adapting to a changing world, taking advantage of opportunities this offers and creating value for clients

British wealth manager reports record gross inflows for Q1

Client retention during the quarter was strong at 95 percent of client funds, it added in a statement.

SJP teams up with Metro Bank for product launch

The range will be exclusive to SJP clients.

Wealth manager profile: Canaccord Genuity's Nigel Cuming

Ongoing market volatility and macro uncertainty are two drivers behind Nigel Cuming’s asset allocation at Canaccord Genuity Wealth Management. Here he explains his view through the filters of value and opportunity

Wealth and Asset Management