Managers of Wealth

Swiss Private Bank bars staff from entering France - report

Investigating over allegations it illegally sold products to avoid French taxes

Manulife Financial profit jumps on investments, wealth fees

Manulife Financial Corp said on Thursday its first-quarter profit rose by more than 50 percent as a stronger investment performance and higher wealth management fees more than offset weaker insurance sales, but the results just missed analysts' estim

UBS bars some staff from going to France: report

French judicial authorities are investigating UBS over allegations it illegally sold products designed to avoid French taxes.

J.P. Morgan Launches Next Generation Target Date Compass Program

J. P. Morgan Asset Management is announcing a major upgrade to Target Date Compass, the groundbreaking tool that advisors use to help plan sponsors make informed target date fund selections.

Bertarelli family-backed Northill Capital acquires majority interest in Longview Partners

Longview Partners is a specialist asset management firm focused on global equities portfolio management, based in London and Guernsey.

Q2 WM Outlook: how these readers are managing equity risks

Much of the remainder either reported running down equity allocations or reorientating exposure toward lower-beta areas of the equity markets.

Country hot-list in offshore wealth revealed

As offshore becomes a dirty word in wealth management globally, a report published on Tuesday from Aite Group shows who’s who in offshore wealth for the world’s wealthy.

Morgan Stanley exits European wealth business

Excellent fit of advisory business for UHNW private clients across EMEA and Latin America

Duke of Westminster heads south of the river over London housing bubble fears

Property company owned by one of Britain's richest men is worried the high-end residential market is overheating

Wealth manager snaps up Shropshire IFA

Midlands-based BRI Wealth Management plc has acquired Bridgnorth-based financial planner Walter & Co Financial Planning Ltd for an undisclosed sum.

FTSE 250 wealth management company announces extended partnership with Lacrosse Scotland

The FTSE 250 wealth management company announces its extended partnership with Lacrosse Scotland until 2017.

Deutsche Bank Targets BlackRock's $7 Billion China ETFs

BlackRock’s two China exchange traded funds just got some serious competition, this time from the Germans.

RBC wealth focuses on adviser growth, not acquisitions

Royal Bank of Canada's wealth management division has firm targets for growth, aiming to add both advisers and assets every year

Wealth exit fees on FCA radar

On a £500,000 portfolio this would equate to £30,000

C. Hoare & Co gains corporate chartered status

C. Hoare & Co has attained corporate financial planner status from the Chartered Institute of Insurance (CII).

Deutsche Bank Q1 Profit Declines

However, Private & Business Clients segment's profit was benefited by a one-time gain on disposal and increased investment product revenues, and Global Transaction Banking's profit growth largely reflected lower provisions for credit losses,

Retail boost helps St James's Place start 2014 strongly

Demand for advice, combined with flows into the funds of its partners, meant the firm was "well placed to maintain momentum in our business in line with our medium-term growth objectives", said Chief Executive David Bellamy.

Standard Chartered lights up Victoria Harbour

Standard Chartered Hong Kong has unveiled its new landmark Wealth Management Centre at the Forum in Exchange Square in Central

Goldman Sachs' posts profits fall after European woes

Investment banking was strong

Boston-based fund giant buys Veritas AM

Founded in 2003, Asian and global-focused Veritas has established a strong reputation through the management of long-only and long-short mandates and controls £10 billion in assets.

Wealth and Asset Management