Managers of Wealth

Morgan Stanley Global Sports & Entertainment Teams Up with Former Professional Athletes

Retired professional athletes, Bart Scott and Antoine Walker, bring real-life lessons on athletes’ financial opportunities and challenges

The Increasing Demand For Personal Business Managers

Personal business managers – sometimes referred to as personal CFOs – perform a number of functions for their affluent clients.

Wealth management services: targeting the 'mass affluent'?

So it's big business.

Napoleon and Wellington's ancestors go head-to-head…200 years after Battle of Waterloo

Jean-Christophe Napoleon Bonaparte and Arthur Mornington, Marquess of Douro, are investment managers in rival private equity firms in London

A financial planner explains why even rich people are stressed about money

But what if you have enough? What if you have more than enough, and you’re still anxious about your finances?

Merrill Lynch Rolls Out Wealth-Allocation Framework

Merrill Lynch is emphasizing goals-based wealth management — even as some FAs say they’ve been using this approach for decades.

New Standard Chartered Chief to Cut More Costs as Review Begins

The bank enjoyed a decade of unbroken profit growth until 2013

Merrill Lynch Introduces New Sustainable Impact Multi-Asset Class Portfolios

Merrill Lynch today announced that it has added sustainable impact multi-asset class portfolios to its expanding platform of impact portfolios to serve clients interested in using their investment capital for positive social and environmental purposes.

Online wealth advisers set for client influx: Nutmeg CEO

The flow of clients moving to online wealth management services from traditional banks could increase sharply as wealthy clients focus more on low fees and warm to online advice, the co-founder and CEO of British start-up Nutmeg said.

Ex-Brewin trio and Barclays Wealth man set up own firm

Three former Brewin Dolphin directors have joined forces to launch their own investment management firm, Brighton Capital Management

Mirabaud launches corporate bond fund

The team’s approach is to identify relative value opportunities across sectors

Rothschild Terminates Plans for Commodities Fund

An investment advisory arm of Anglo-French investment group Rothschild has pulled the launch of a commodity finance fund, “despite significant work on this project,” according to company filings.

Goldman Sachs raises $1bn fund for private company investments

Goldman Sachs has raised more than $1bn from its wealthy individual clients for a fund that will invest in fast-growing private companies, as the global market for unlisted company fundraising gathers pace.

Bridging the Gap between Wealth Management and the Retail Bank

By using a data-driven, harmonized, and modernized sales approach, banks may be able to determine what the consumer wants to purchase and how he or she wants to purchase it

How to keep wealth in the family for the long haul

Wealth is volatile -- it can be lost as quickly as it is created

ASEAN: A frontier consumer market for wealth management

South-East Asia's economic boom is resulting in the emergence of a new middle class, heralding vast opportunities for global wealth management

Two European private banks on collision course

Two small, private and respected European wealth management banks find themselves on a collision course in 2015

Private banker establishes wealth management firm

"Australians seeking financial advice are seeking more transparent relationships, superior service and outcomes that are in their best interests."

Calls to rethink buybacks find little traction with wealth managers

Recent calls by pension fund leaders for companies to rethink share buybacks and to invest more in their businesses are not resonating with some wealth management leaders

HSBC will need a ‘Leader’, not just a good banker

That worked for 143 years, but the banking industry changed forever after the near meltdown in the global financial crisis

Wealth and Asset Management