Managers of Wealth

Carrier Pigeon Commerce: How Knowing First Helped The Rothschilds Build A Banking Empire

This story appears in the June 30, 2014 issue of Forbes

Monitor Switzerland – Preserving locational advantages

The analysis shows that the most important explanatory factor behind a country's locational appeal for direct investments lies in the attractive taxation of companies

Creechurch Capital scoops Best in Class for Boutique Wealth Management Services

The Professional Adviser awards celebrate organisations that are at the cutting edge of delivering financial products and services

Parmenion launch Interact: UK’s first Simplified Advice system for Advisers

Interact is being trialled through a select group of Advisory firms with a view to full launch in the Autumn.

Knight Vinke sees UBS moving towards break up

Knight believes UBS's wealth management business would thrive apart from its riskier investment bank, and took a roughly one percent stake last year to campaign for a split.

Wealth management firm launches DFM service

Advisers who wish to use the service will be given a full risk-profiling pack which they will need to complete with clients before being able to match them to a Montage portfolio.

UK wealth management arm of SG Private Banking grows new adviser team

The team has already started giving advice but is expected to be running at full speed by the end of the year.

Nedbank Private Wealth wins award for Focus platform

Nedbank Private Wealth has again received recognition for its innovative Focus service in the Professional Adviser International Fund and Product Awards with the award for Best in Class for Integrated Banking Service for the second year running. In addit

Asia's wealth spurs competition for private bankers: Citi

Asia is particularly competitive for bankers

Coutts & Co boss welcomes DoJ deadline extension in U.S. tax case

They have fortunately extended some of the deadlines

St James’s Place completes Henley Group acquisition

SJP said both companies’ business models are based on "high quality face-to-face advice

Bestinvest’s Hall targets £6 million in cost synergies from Tilney deal

Hall noted the average client size for both Tilney and Bestinvest is currently more than £1 million, and said the large-scale hiring of financial planners ‘will be targeted at that client segment’.

Africa is the fastest growth region for private banking

"Africa is the fastest growth region for private banking globally," said Andrew Amoils, senior analyst at the New World Wealth. "We estimate the African private banking market will grow by 8% per annum over the next 10 years."

RBC Wealth seeking deals to boost alternative assets

We would be interested in acquisitions that broadened capability in that business," George Lewis, group head, RBC Wealth Management and RBC Insurance, said on Monday.

UBS sees opportunities amid rising regulation

New regulation is constantly driving up the cost of business for private banks, a senior executive at Switzerland's UBS AG has warned, even as fast-changing conditions present opportunities for wealth managers.

GoldenTree Asset Management Expands Global Footprint; Opens Singapore Office

The opening of a Singapore office is an indication of our commitment to investors in the region

Asset managers find skills gaps in multi-asset

Multi-asset solutions have been widely expected to benefit since the introduction of the RDR

Novia release record results

Wealth management firm Novia has announced business growth of 64 per cent in the last 12 months.

Nedbank Private Wealth and Nedgroup Trust staff raise over £8,700 for charity

The staff of Nedbank Private Wealth and Nedgroup Trust , have been busy raising money for five staff-nominated charities.

Julius Baer builds out Dutch private banking team

Following the recently finalised acquisition of Merrill Lynch's Wealth Management activities in the Netherlands by Julius Baer, the Swiss private banking group has now announced the appointment of three new relationship managers.

Wealth and Asset Management