Managers of Wealth

Squeezing the Global Private Banks

The 209 largest wealth management firms in the world boosted their assets under management by 19.7% last year.

Credit Suisse CIO: trades to help you relax on the beach

We are gripped by the idea of volatility being too low

Wealth manager ponders market listing in London

Private equity firms are gearing up for a busy period of floats

BSI Bank ready to samba under new Brazilian owner

Asia will be a big focus for BSI as part of BTG's global strategy.

YourWealth buyer seeks further online advice deals

Momentum Global Investors’ recent deal for the YourWealth.co.uk site is part of the South African asset manager’s drive for growth which its chief executive has said will see it seek further deals in the online advice market.

Walker Crips boosts revenues after hiring spree

New hires in the quarter included Steven Moss, Mark Entwistle, and John Fletcher, all of whom joined from Barclays Wealth.

GFS Stops Issuing Structured Products After Mariana Deal

The agreement will allow Arbuthnot Latham to focus on its core private-banking business

Locate Jersey highlights inward investment success at high level London event

The success of Locate Jersey in helping almost 100 new businesses establish themselves in Jersey over the last two years in areas such as renewable energy, fin-tech, ICT and mining was highlighted to an audience of senior business professionals in London

Brown Shipley triples profits as it embarks on hiring spree

Brown Shipley saw pre-tax profit triple to £7 million over the course of 2013.

Morgan Stanley profits jump 46%

Wealth management pretax margin 21 pct vs 18.5 pct

Yield-hungry investors lift Swiss asset manager Partners Group

The private equity market remains very competitive, especially for quality investments

Stern Advice: I am woman, hear me roar

It was painted there by the financial services industry, which has grown hyper-aware of the fact that women have a lot of money and are about to have a lot more.

Private banks are increasingly seeking the ultra-rich

The ultra-rich are known as a high-maintenance group of clients, typically commanding more sophisticated banking services as well as the best perks from their private banks

Advisers remain keen to make an obvious difference

The lines demarcating private banking and wealth management are somewhat blurred.

Third Financial Software ink sponsorship deal with British Triathlete

London based financial software company, Third Financial Software, have agreed a sponsorship deal with British Triathlete, Laura Fidler.

Brewin commits to Scotland despite ‘palpable’ uncertainties

The lack of certainty is still palpable

Schwab Reports Second Quarter Net Income Up 27% Year-Over-Year

"Wealth management capabilities are an important element of our contemporary full-service investing model," Mr. Bettinger

Northern Trust Corporation Reports Second Quarter Net Income of $181.9 Million

Wealth Management trust, investment and other servicing fees were $311.5 million, up $11.2 million, or 4%, from $300.3 million in the prior quarter

Private bank to acquire $4.3B RIA, creating $9B wealth management monster

Bank will establish a new, wholly owned subsidiary that will combine its existing wealth management business with that of Banyan Partners. Subject to regulatory approval and customary closing conditions, the transaction is expected to clos

SJP adviser acquires two advice firms for undisclosed sum

A new legal firm enjoying rapid early growth across the business has acquired two Financial Services businesses to bolster its Financial Management arm.

Wealth and Asset Management