Managers of Wealth

ABN AMRO Private Banking wins Wealth Award

The awards took place at a prestigious ceremony held in London and were judged by a panel made up of senior industry executives and editorial staff at Private Banker International.

Berenberg Expands Chief Investment Office

“We are very glad that we have gained another three renowned and respected experts. With their experience and expertise in the capital market, they will drive forward the development of our CIO-Office,” said Stefan Keitel, Global Chief Investm

International Private Wealth Summer Newsletter -

In this edition we look at a number of issues facing international clients in light of recent developments in the law. Russell Cohen and Holly Jones analyse the on-going tax evasion vs. tax avoidance debate, with a particular focus on some of the reputati

CACEIS to provide European services to Rothschild

The mandate also covers the clearing of listed derivatives, FATCA-related services and regulatory reporting.

Not every online investment manager is a robo-adviser

People who invest through these firms may be looking for a different experience

Bethmann Bank to extend services to EAMs

Frankfurt-based Bethmann Bank has announced that it will extend its existing range of services to external asset managers (EAMs).

Ashcourt Rowan underlying earnings up

Revenue was down at £31.5m from £32.6m but underlying earnings before interest, tax, depreciation and amortisation rose to £3.78m from £2.76m and the pre-tax loss of £2.0m was down from £2.5m last time.

Mattioli Woods reveals client assets up 27%

These are significant milestones, marking the next phase in our development as a 21st century financial services business

Plymouth wealth management firms merge

The business now has nine qualified and independent advisers

Russians in the City London Club opens its branch in Moscow

In London the Club bands Russian-speaking professionals in finance industry: lawyers, bankers, sales and IT specialists.

China Merchants Bank plans Luxembourg branch

From there, they manage a European network and help Chinese clients in their European trade deals and investments.

Close Brothers Asset Management launches second ‘Future Leaders Programme’ to support the next generation

Designed to pass on knowledge and insight to talented youngsters, participants will tackle philanthropic challenges and business strategy planning activities as well as cultivating important professional skills, such as presenting.

WH Ireland expands wealth management division

WH Ireland has unveiled plans to open a new Milton Keynes office in an expansion of its wealth management division.

Wealth management service launches largeting expats

A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.

The Meaning of Wealth in the 21st Century: Unlocking the secrets of successful families

'Wealth matters because of what you can do with it.'

How to become a NISA Millionaire starting today by Brewin Dolphin

The wealth manager has revealed that it already has 15 ‘Isa millionaire’ clients, whose Isa pots have broken the magic million pound barrier. A further 40 have assets in ISAs of well over £750,000.

Profits at private bank rise to £16.5m

The bank's return to robust health saw bad debts fall from £7m to £1m last year and enabled it to pay a £25m dividend to its taxpayer-owned parent.

Deutsche and BNY strike outsourcing deal

DeAWM in exclusive talks to outsource fund administration services to BNY Mellon, o

Ex-Rathbones boss Pomfret takes Thai adventure on Aberdeen trus

Pomfret stood down as Rathbones chief executive in February after 10 years at the helm. Under his watch assets under management at the wealth firm rose from £5 billion to £22 billion.

Standard Life Investments confirms £390m Ignis takeover

Standard Life Investments’ intention to acquire Ignis Asset Management was announced on 26th March 2014.

Wealth and Asset Management