Managers of Wealth

Bank of Montreal could scrap historic F&C brand

Canada’s Bank of Montreal could scrap the historic F&C brand, potentially bringing the 146-year history of one of the oldest names in London’s fund market to an end.

Julius Baer gaining new foothold in the Netherlands

Julius Baer has acquired a well-established business in the Netherlands. Merrill Lynch has run wealth management activities in this market for more than 50 years shifting its focus to private banking and servicing high net worth individuals in the early

Head of UK accounting body to lead wealth management workshop

Participants can attend one of three workshops that will be taking place simultaneously, with the other two covering funds and insurance.

Citywealth Magic Circle Awards 2014

Citywealth has announced its Magic Circle Award winners for 2014 and the Channel Islands were once again well represented.

Bellpenny adds £75m in assets with latest acquisition

The deal sees 1,000 clients transfer to Bellpenny’s national advice business along with its advisers.

HSBC wins The Asian Banker award for Best Wealth Management in the Middle East

We are delighted to receive recognition for our innovative Wealth Management solutions from such a respected organisation

Hargreaves Lansdown founders rise up Sunday Times Rich List

Hargreaves Lansdown founders Peter Hargreaves and Stephen Lansdown have risen up the Sunday Times Rich List, which boasts a record 104 UK-based billionaires.

China's tech boom triggers gold rush for Asia's private bankers

Asia's biggest wealth manager UBS, for example, has increased its Asia Pacific wealth management staff by 8 percent this year to 1,120.

Chris Gilchrist: Beware relying on platforms for client reporting

Several of the adviser-led platforms now have quite brilliant reporting functionality. Asset allocation, cashflows, tax reporting, market commentary

Brewin v Charles Stanley: A leading employment lawyer's verdict

It is a case that the whole industry is watching with interest

Rowan Dartington in double office launch as profits surge 350%

The group attributed growth to an increase in management fees

Ex-Skandia head of wealth planning launches consultancy

Plans to offer consulting to the wealth management industry internationally but will focus initially on both the UK and Europe.

New trends in managing the art wealth of private collectors

There are significant opportunities for clients and trustees to adopt best practices and benchmarking from museums.

Credit Suisse pay plan gets more opposition at shareholder meeting

Credit Suisse faced increased opposition from shareholders to its pay plan on Friday, as the Swiss lender became the latest major bank to come under attack over

The Asset releases Triple A Private Banking, Wealth Management, Investment Awards rule book

The Asset has issued the rule book for The Asset Triple A Private Banking, Wealth Management and Investment Awards 2014.

STOXX launches China brand

It has also licensed a number of its flagship products to Asian asset managers seeking to provide investors exposure to European stocks through passive investment vehicles such as ETFs.

Standard Chartered Q1 Operating Profit Falls

The following commentary on the Group’s first quarter performance excludes the impact of the UK bank levy, estimated to be around US$350 million for the full year, and the Own Credit Adjustment. Unless otherwise stated, all comparisons will be made

Korean Banks Struggling in Overseas Private Banking Markets

Those that have launched wealth management and private banking programs for foreign customers have already withdrawn their business, and the others are postponing their plans.

Smart Beta: wealth managers recover appetite for EM risk

Micro cap UK/Europe, and EM equity should be the big surprises,’ of 2014

Norway Wealth Fund Wins Labor Backing to Buy New Asset Classes

The 53-year-old is the front-runner to become Labor Party leader to replace Jens Stoltenberg

Wealth and Asset Management