Managers of Wealth

Old Mutual Wealth's Feeney: Standalone platforms 'no longer viable'

Old Mutual Wealth has sought to expand its presence across the distribution chain over the past year

AES International launches expat mortgage offering for HNW's living and working overseas

The new service is aimed at investors with at least £1m of borrowing requirements, but AES International and Nedbank Private Wealth allow their clients to split this borrowing across property and investment portfolios so the clients can benefit from

Societe Generale Securities Services launches fully integrated Wealth and Investment Management Outsourcing Solution in the UK

To remain competitive, managers are increasingly looking to outsource operational functions, leverage providers to reduce the costs associated with maintaining their back-office systems, and develop web functionalities.

Gulf's growing private wealth needs more prudent handling

"With the rise in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions, including the Gulf," he added.

One-time scrap metal dealer pledges 75% of $3.5 billion wealth

Forbes estimated that the 61-year-old Indian entrepreneur has a net worth of $3.5 billion.

Goldman Sachs Said to Prohibit Bankers From Buying Stocks

The radio program “This American Life” released a transcript of a broadcast

Wealth management offers treasure for niche players

Fintech companies are disrupting the status quo for traditional wealth management firms, which have for so long built their businesses around plush London premises, suited and booted advisers and thousands of back-office staff.

SJP dumps Pimco for Invesco & Schroders in multi-asset overhaul

Investors in the Multi Asset fund will also benefit from a reduction in the external management charge.

Israeli bank looks to pull out of Swiss private banking

The private-banking operation is losing money despite its takeover of a local riva

Royal Bank of Canada joins Ibos network

RBC is known for its leading edge Global Banking Service that provides value to our customers

The expat’s champion — Asset allocator with Sanlam

Champion’s background on the UK private discretionary fund management side, including MGM Assurance and Pavillion Asset Management, has therefore become infused with a global perspective.

America's Top 40 Wealth Management Firms

In the fiercely competitive arena of managing serious wealth, Bank of America has just rung the bell.

UBS shifts Dubai rep office to Abu Dhabi, retains DIFC advisory

UBS has been scaling back corporate advisory and investment banking services for ultra-rich clients

Singapore 'a global hub for wealth management'

Singapore is poised to challenge Switzerland as one of the world's largest wealth management centres

Broadstone sells wealth management arm

Broadstone provides wealth management services to private clients, pension funds, charities and companies.

A tougher game

Small updates on the precarious art of wealth management

UBS' Kelvin Tay comments on investment prospects in MENA

Unique challenges

How ‘best wealth manager’ lists mislead you

Assets under management are largely meaningless in helping you pick a professional

Salamanca launches multi-jurisdictional private office division

Established in 2002, Salamanca provides services in investments, advice, corporate risk services, business intelligence and investigations, and private office.

Meet London's longest-serving private bankers

Many bankers today weren't born before Big Bang, let alone worked through it.