Managers of Wealth

Team RSM players on both Ryder Cup teams

The Ryder Cup is one of the world’s most fiercely contested sporting events so it’s fantastic to have RSM-backed players on both sides.

St. James’s Place – “Brexit’s impact on finance felt from the capital to Cash ISAs”

Paul Boyne of Manulife Asset Management and fund manager of the St. James’s Place Global Equity Income fund said of Apple’s unpaid tax bill: “while this is a significant number, when put into perspective relative to Apple’s net cas

Family Business: Burden or Ticket to Freedom?

These are just a few recent quotes that I thought were pretty bold and thought provoking.

Raymond James Financial Completes Acquisition of Deutsche Bank Unit, "Alex. Brown

That such a large percentage of legacy advisors agreed to join Raymond James as part of this agreement speaks highly of our values-oriented culture and the sophistication of our offerings.

South African firm taps Swiss market as part of global push

The biggest sector of the fund was financials with such names like Commercial Bank of China and China Construction Bank, followed by healthcare.

AP Group Ltd wins Corporate Vision’s 2016 Recruitment Award

The award held by Corporate Vision, a monthly magazine focussing on the corporate landscape, recognises the outstanding recruitment firms, and the people behind them, who have showcased exceptional commitment to client service and innovation over the past

"Life’s most persistent and urgent question is 'What are you doing for others?'" Martin Luther King

As preparations get underway for the 10th annual carol concert for Children & the Arts, it made me realise what an enormous privilege it has been to act as one of their Trustees over the years.

Pricing and regulatory pressures mount on wealth managers

One-third of industry profitability could be at risk over the next five years

Switzerland Pushes for Coalition of London, HK and Singapore

He has also said that he will stay committed to and support this plan after he has given up his presidency of the SBA.

Vistra Completes Rebrand of Orangefield Offices

Over the course of this year, all Orangefield offices have been rebranded, resulting in some of the larger offices moving to new premises.

Asset management chiefs receive bonuses 15 times salary

Fink’s variable pay was 2766% of fixed pay, (almost 30 times his salary) with a total package worth $26 million (£20 million).

Weekly Investment Update - Coutts

In this week's film John Shepherd, Portfolio Manager, discusses Central Bank policy and looks at how Coutts are utilising alternative investments to diversify client portfolios.

Berenberg to Expand Geneva Branch

Vanessa Skoura joined Berenberg in the spring of 2014, where she made significant expansions to the London Private Banking unit.

Raymond James recruits adviser team with $220 million in assets from Wells Fargo

McCullough & Sparks Wealth Management opens office in Kenosha, Wis.

Pension Isa could help prevent tax avoidance: Investec

The Isa model is the reverse of this, known as “tax, exempt, exempt.

Martin Blessing: The Cuddly Banker Who Will Make You Sweat

Blessing will then take off on a tour of the country, with a particular emphasis on the French-speaking region

Leading international trust and corporate services provider acquires Equation HK

The business provides fiduciary, accounting, payroll, company secretarial and tax services to international companies and individuals

China Wealth-Management Products Rise to Record $3.9 Trillion

The products’ value rose 11.8 percent in the first half from the end of last year, according to a statement on the China Banking Wealth Management Registration System’s website.

WMA Selects MSCI For Private Investor Index Series

The Committee debated what flexibility in an index provider is necessary so that these enhancements can be delivered when required.

Kleinwort Benson Investors rebranded as spin-off approved

The rebranding coincided with regulatory approval for the separation, which was bankrolled by Amundi taking 87.5% of equity in the independent business.

Wealth and Asset Management