Managers of Wealth

Saving the family fortune: Evercore manager spells it out

We are locking down as much as we can

Offshore: Get the London look

The City’s halfway-house location and diverse market is drawing new offshore players – including litigators

Leading wealth manager attacks confusion over Scottish 'Yes' vote

The company points out in today’s Telegraph that it is already experiencing difficulty in managing portfolios.

Firm lets rich use yachts, wine and cars to secure loans

New peer-to-peer lending service for wealthy will offer loans of up to £1m

Financial entrepreneur to launch new loans company aimed at Britain’s super rich

Pawn your Bugatti if you want to raise a fast £100k

Towry to buy Baker Tilly advice arm... again

RSM, which had made losses over several years, was acquired by Baker Tilly last year.

‘Rising star’ on UK wealth management scene awarded again

A Bristol based rising star has been named in Citywire’s Top 30 Under 30.

Wharton Executive Education’s New Online Educational Series for Financial Advisors

Today’s financial advisor faces myriad challenges.

Fee talks “tougher in Asia” for private banks

Rudolf Hauser of Pictet talks to AsianInvestor about what family offices in Asia are looking for, and their high demand for transparency on costs.

Toronto-based bank seeks to boost earnings from wealth management

The bank's retail brokerage, asset management and private wealth management businesses generated $392 million in adjusted earnings last year, or 11 per cent of the bank's total adjusted profits.

Andrew Ross: Schroders will not become an ‘acquisition machine’

Schroders is unlikely to become an ‘acquisition machine’ following its purchase of Cazenov

Raymond James Private Client Group Reports Record Revenues

Raymond James has been making a strong recruiting push

SJP adds new strategy to Artisan fund

St James’s Place reported that it had been ‘considering the addition of a complementary global strategy that would enable Dan and David to continue to manage the fund whilst catering for the anticipated future growth in assets under management

Will higher wealth manager base salaries drive the right behaviours?

Firms are upping their game on the recruitment front

Schroders closes two funds that are 'unlikely to grow'

Schroders has moved to close two of its funds, owing to their small assets under management

Goldman Sachs Asset Management to acquire Westpeak Global Advisors

GSAM has also launched an Advanced Beta Strategies platform

Trust Fund As An Islamic Finance Alternative In CEE

With the recent introduction of a new legal instrument called a trust fund

Brooks signs strategic partnership with accountancy firm

Brooks Macdonald Asset Management has signed a strategic partnership with accountancy and financial services firm Reeves.

Wealth Management Trends - The Good, The Bad & The Ugly

2013 was a mixed year for the retail wealth management business, with positive highlights such as increases in assets under management, revenues and production hiding some disturbing underlying trends.

Barclays sees key shareholder vote against pay policy

Standard Life Investments, a key institutional shareholder, has voted against Barclays' plan to award higher bonuses despite a 30% fall in profits.

Wealth and Asset Management