Managers of Wealth

China Regulator Orders More Disclosure on Shadow Bank Products: Sources

The China Banking Regulatory Commission will require banks to report detailed information on their holdings of wealth management products beginning in 2014

Charles Stanley Evercore buy paves way for adviser push

Wealth Manager can reveal that Pan Asset will be rebranded CS Pan Asset and operate as a standalone business under the Charles Stanley umbrella.

Baby Boomers, Gen-X Obtained Wealth Differently

Generation X investors give more credit to family connections and inheritance as factors in obtaining wealth than most other investors, according to a Spectrem’s Millionaire Corner report.

Close Brothers Makes Positive Start To Year, Confident In Full Year Outlook

UK-based specialist financial services company Close Brothers Group Plc Thursday said it has made a positive start to the year and remains confident in the outlook for the current financial year.

Wealth shines at Investec

Investec reported a drop in earnings for its half-year results due to rand weakness.

Credit Suisse to Ring-Fence Swiss Operations

Zurich-based Credit Suisse said it planned to create a subsidiary for its Swiss operations

Salary Increases for Bank Employees for the year 2014

The salary increases negotiated in previous years were 0.5% for 2012 as well as for 2013.

LS Wealth to Become Beaufort North West

St Helens-based LS Wealth Management is to rebrand as Beaufort Financial Planning North West as it looks to become more aligned with its network.

London & Capital subscribe Managed Portfolios to Distribution Technology's 'Dynamic Planner' risk profiling tool

By using DT’s profiling service, it now makes it even easier for advisers to choose the most appropriate portfolio for their clients and is a further example of London & Capital’s continuing pursuit to meet advisers’ needs.

AFH Financial Group acquires Welsh IFA

AFH Financial Group PLC has announced the acquisition of AG Financial Planning Ltd, an IFA based in Bridgend, Wales.

Will Model Portfolios Lower Returns for Wealth Managers?

Model portfolio solutions have enjoyed a meteoric rise over the past four years, but wealth managers remain divided on the ultimate impact for fund selectors.

Canaccord Genuity to Consider Small Deals for U.K. Wealth Unit

Canaccord Genuity Group Inc. would consider small deals to build-up its U.K. wealth-management business even as it shuns larger acquisitions.

Credit Suisse steps up lending to Asia's super-rich - Business Times

Credit Suisse is ramping up to grab a bigger share of the private banking business in Asia by channelling more resources to increase lending to the tycoons in the region.

Axa Wealth: Most young professionals lack investment strategy

The index revealed 55% of this demographic lacked a clear investment strategy, despite having "the biggest scope for wealth creation".

Standard Life Wealth to be merged into SLI

Keith Skeoch, CEO, Standard Life Investments, said: “Following the recent acquisition of Newton Private Clients, Standard Life Wealth has become a substantial asset management business, which has created a deeper operational and investment link betw

AXA Wealth restructures distribution team

AXA Wealth has restructured its 195-strong distribution team following the hire of former Transact head of operations Mark Links earlier this year.

LGT awarded top ratings for outstanding advisory and products

The experts were particularly impressed with the quality of LGT’s advisory services, a category in which the bank of the Princely House of Liechtenstein secured first place.

Merrill Lynch Wealth Management grapples with 'the elephant in the room'

Study of Americans' complicated financial lives leads wirehouse to rethink the adviser-client relationship

Aberdeen: from pariah to people’s wealth manager

There are several remarkable aspects to the £550 million takeover of Scottish Widows Investment Partnership (Swip) announced by Aberdeen Asset Management today.

Julius Baer Agrees to Acquire Swiss Asset Manager

Infidar Investment Advisory Ltd., part of the Julius Baer Group, and WMPartners Wealth Management Ltd. are to merge.

Wealth and Asset Management