Managers of Wealth

Wealth exit fees on FCA radar

On a £500,000 portfolio this would equate to £30,000

C. Hoare & Co gains corporate chartered status

C. Hoare & Co has attained corporate financial planner status from the Chartered Institute of Insurance (CII).

Deutsche Bank Q1 Profit Declines

However, Private & Business Clients segment's profit was benefited by a one-time gain on disposal and increased investment product revenues, and Global Transaction Banking's profit growth largely reflected lower provisions for credit losses,

Retail boost helps St James's Place start 2014 strongly

Demand for advice, combined with flows into the funds of its partners, meant the firm was "well placed to maintain momentum in our business in line with our medium-term growth objectives", said Chief Executive David Bellamy.

Standard Chartered lights up Victoria Harbour

Standard Chartered Hong Kong has unveiled its new landmark Wealth Management Centre at the Forum in Exchange Square in Central

Goldman Sachs' posts profits fall after European woes

Investment banking was strong

Boston-based fund giant buys Veritas AM

Founded in 2003, Asian and global-focused Veritas has established a strong reputation through the management of long-only and long-short mandates and controls £10 billion in assets.

Saving the family fortune: Evercore manager spells it out

We are locking down as much as we can

Offshore: Get the London look

The City’s halfway-house location and diverse market is drawing new offshore players – including litigators

Leading wealth manager attacks confusion over Scottish 'Yes' vote

The company points out in today’s Telegraph that it is already experiencing difficulty in managing portfolios.

Firm lets rich use yachts, wine and cars to secure loans

New peer-to-peer lending service for wealthy will offer loans of up to £1m

Financial entrepreneur to launch new loans company aimed at Britain’s super rich

Pawn your Bugatti if you want to raise a fast £100k

Towry to buy Baker Tilly advice arm... again

RSM, which had made losses over several years, was acquired by Baker Tilly last year.

‘Rising star’ on UK wealth management scene awarded again

A Bristol based rising star has been named in Citywire’s Top 30 Under 30.

Wharton Executive Education’s New Online Educational Series for Financial Advisors

Today’s financial advisor faces myriad challenges.

Fee talks “tougher in Asia” for private banks

Rudolf Hauser of Pictet talks to AsianInvestor about what family offices in Asia are looking for, and their high demand for transparency on costs.

Toronto-based bank seeks to boost earnings from wealth management

The bank's retail brokerage, asset management and private wealth management businesses generated $392 million in adjusted earnings last year, or 11 per cent of the bank's total adjusted profits.

Andrew Ross: Schroders will not become an ‘acquisition machine’

Schroders is unlikely to become an ‘acquisition machine’ following its purchase of Cazenov

Raymond James Private Client Group Reports Record Revenues

Raymond James has been making a strong recruiting push

SJP adds new strategy to Artisan fund

St James’s Place reported that it had been ‘considering the addition of a complementary global strategy that would enable Dan and David to continue to manage the fund whilst catering for the anticipated future growth in assets under management

Wealth and Asset Management