Managers of Wealth

Elevate platform: New Isa allowance will boost assets

Axa Wealth is preparing for a surge of assets under administration on its adviser platform

Three Key Trends In The High-Net-Worth Market

Thought leaders will dominate, accruing a greater percentage of the corporate, and consequently, personal riches

Barclays open multi-million pound Newcastle base

The move will see Barclays’ Corporate team relocate from its former Grey Street premises to join its Wealth and Investment Management functions from Westgate Road.

Little acorn to mighty oak

OakTree’s Ian Brady says careful backtesting and research enables the boutique to hit above its weight

Willis Completes Acquisition of Specialist Broker Charles Monat

Willis Group Holdings plc the global risk adviser, insurance and reinsurance broker, today announces that it has received the relevant regulatory approvals from the Monetary Authority of Singapore and has completed its acquisition of specialist broker Cha

What the FTSE 100 Rotation Means for Fund Managers

Wealth managers are warning that active fund managers must take care to manage the challenge of rotation into FTSE 100 stocks, following several years of outperformance. The average active manager has, over the last five years, outperformed the FTSE 250 b

Asset managers to ramp up oversight automation to manage operational risk, according to research

Asset managers are feeling unprepared for future challenges despite already making strides to improve fund oversight, according to a survey of North American institutional asset managers.

What the FTSE 100 Rotation Means for Fund Managers

Wealth managers are warning that active fund managers must take care to manage the challenge

BlackRock's Fink says letter to CEOs triggered angry phone calls

Fink said he realized a few years ago that managing index funds carried more responsibility

Bestinvest name to be dropped for B2B market

The new group will operate under the brand Tilney for Intermediaries within the business-to-business market

Big financing demand from HNWIs

Credit Suisse's Q1 net new lending in Asia Pacific was 30% of its total loans in emerging markets

A List of Top Schools Feeding the Asset Management Industry

EVestment compiled several lists based on various criteria of which major U.S. universities and colleges currently have the most graduates working in asset management.

Brewin Dolphin makes margin progress in first half

Other income continued to fall due to the imposition of new Retail Distribution Review laws, slipping 42% to £11.9m as margins decline on cash deposits trail income dwindles. - See more at: http://www.ifamagazine.com/news/brewin-dolphin-makes-margin

DeVere chief defends his approach to hiring advisers

Advisers working for international wealth manager the deVere Group must have the right qualifications or they cannot progress in the company, Nigel Green has said.

Barclays guide to giving away money

We know that clients in the South West are increasingly looking to become involved in giving

World's Richest People Meet, Muse On How To Spread The Wealth

We have $30 trillion of assets under management in the room

Diverse agenda for STEP Guernsey conference

The annual event, which is open to members and non-members, is an opportunity for delegates to learn from well-regarded and very experienced industry speakers.

Jersey finance industry statistics Q1 2014

The latest figures for all sectors of Jersey’s finance industry show resilience, with the funds industry growing in size.

Brewin Dolphin profits surge in H1 but advisory arm sees £1bn outflow

Wealth manager Brewin Dolphin reported a surge in profits in the half year to March, although it saw a large outflow from its advisory business.

China growth elusive for foreign managers: forum

Despite the proliferation of foreign fund houses and rising domestic demand for diversification, competition and fuzzy regulation are seen to be holding back industry growth in China.

Wealth and Asset Management