Managers of Wealth

Citi profit dips, hurt by $7bn settlement

The accord came roughly six years after the height of the financial crisis. It is one of several Justice Department probes into the packaging and sale of risky home loans.

Sanlam rebrands UK businesses

New logos and brand style to be used, with all UK entities now trading simply as Sanlam.

JPMorgan Chase sees trading drop, yet still beats expectations

JPMorgan's stock rose $1.11, or 2 percent, to $57.40 in early trading.

Asset managers form group ahead of watchdog probe

The buyside-focused unit of the International Capital Market Association – which represents firms including Aviva Investors, Goldman Sachs Asset Management, Pimco and Schroders – has confirmed plans for a meeting in September before the consul

J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally

Now in their 23rd year, are respected throughout the financial services and private banking industry

Secret Path Revealed for Chinese Billions Overseas

China’s foreign-exchange rules cap the maximum amount of yuan that individuals are allowed to convert at $50,000 each year

Lansdown ups investment in Sports Revolution

Now, Lansdown has upped his investment through international fund management business Sustainable Technology Investments (Guernsey), which he co-founded with business partner Gordon Power.

Big international private banking inks M&A deal

With the sale, the bank completes an aggressive disposal plan, selling 3.7 billion euros of non-insurance assets in about 18 months, just shy of its own target of 4 billion euros.

Ingenious Asset Management completes acquisition of Thurleigh Investment Managers

The Ingenious Asset Management and Thurleigh teams have successfully combined, and are now working seamlessly together at 15 Golden Square, London.

Private Equity Specialist Launches a Depositary Offering in Guernsey

In the last 18 months Ipes has doubled the size of its London team through the expansion of its Depositary service.

Blackstone Unit Courts Wealthy Seen as Best Growth Source

Schwarzman, whose net worth exceeds $10 billion, regularly bemoans that individual investors don’t allocate more money

Cofunds insists it is not competing with IFAs

We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.

Raymond James' executive sees record recruiting year for top advisers

Raymond James' roughly 6,200 financial advisers manage $462 billion in assets

Blevins Franks expanding wealth management business in Portugal

The Prime Minister of Malta, the Honourable Mr. Joseph Muscat, was the keynote speaker at the annual Blevins Franks Wealth Management Conference which this year was held in Malta in late June and was attended by 150 delegates from around Europe.

Best global bank 2014: UBS – Model of a modern bank

The bold decisions taken then by a new chief executive and his management team make it today a bank that others seek to emulate.

Asian HNWIs look afield for better returns

And among equities, non-domestic ones are in favour over domestic ones

Blackstone to Buy a Wealth Management Business

Friends Life Group said on Friday that it had agreed to sell its Luxembourg-based wealth management arm

Kleinwort Benson bank hires experts after media leak

Forensic experts have been hired by a Jersey bank to investigate how thousands of clients' details were leaked to journalists.

Bank of Montreal's latest gambit in the fight for market share in wealth management

Launches Website to Recruit Women for Brokerage Division

Credit Suisse Sells Italian Affluent Clients Business

The deal will allow Banca Generali to strengthen its presence in strategic areas in Ital

Wealth and Asset Management