Managers of Wealth

You need a wealth manager to avoid riches to rags path

We have heard stories about people who work hard for a better living and then years down the line cannot get anyone to believe that they were once swimming in riches.

European Wealth acquires £120m Towry client book

The £1 million consideration will be paid in instalments.

Neptune partners with Raymond James to launch wealth arm

Neptune said Equester Capital Management will be a branch of Raymond James

CDH Adds Wealth Management Practice

CDH Wealth Management continues our strategy of diversifying what we are able to offer.

Credit Suisse's new Swiss bank to go live on November 21

He also wants to cut costs by at least 4.3 billion francs by the end of 2018.

OMGI replaces Rogge on bond fund; management brought in-house

Follows sale of Rogge to Allianz GI

Barclays Private Bankers Defect Before OCBC Acquisition

More than 10 wealth managers leave for Standard Chartered

Swiss private bank Falcon says not for sale

The report cited Geneva-based Banque Heritage as a possible buyer. Falcon said it had never held talks with Heritage over a possible sale.

Raymond James completes takeover of Deutsche Bank's US Wealth arm

The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.

Gold in the Alps: Billionaires Store Wealth in Ex-Swiss Army Bunkers

Many rich people have started considering alternative ways of storing their wealth

The Key to Wealth Management Success: A Smarter Type of Growth

Success is about smart growth

Standard Life Investments Extends Ryder Cup Deal to Paris 2018

Standard Life Investments, confirmed that it has extended its ground-breaking sponsorship of The Ryder Cup to include the 2018 contest, which will be played at Le Golf National, Paris, France, from September 28-30 2018.

Major acquisition of Barclays UK trust business unit announced

Opens up new business lines and increases size of the company by 25%

Qatari buys Banif to set up private banking

That was how Malta came into the equation.

SJP arm upholds 96% of complaints

SJP Investment Administration has the highest uphold rate for complaints of any company listed in the FCA’s data

Edmond de Rothschild manager puts half of fund in low-rated debt

The main contributor last year was to avoid the correct situations and to avoid the defaults.

For Many Financial Advisors The Five Client Solution = 50% Annual Income Increases

These numbers are based on a structural model.

Liew Nam Soon: «The Definition of Wealth Management Will Change »

Digitalization on the other hand allows banks to better manage and work with client data, thus providing for as much of an individualized offering as possible.

Singapore Asset-Management Industry Grows 9% in 2015

City state’s assets under management grew to US$1.9 trillion in 2015

Nervous Sarasin ups alternatives exposure

US profits are fading; cash and bond yields are gradually moving higher

Wealth and Asset Management