Managers of Wealth

Julius Baer Assets Boosted by Merrill Lynch Deal

Swiss private banking group Julius Baer Group Ltd.Monday said its assets under management increased 34 percent from last year.

10 Year PCI and Charity Indices Figures Released!

This is a major milestone for the indices as we now have ten years of data based on tens of thousands of real portfolios.

Former F&C CEO Grisay passes away

I was shocked and saddened to learn that Alain Grisay had passed away

Goldman Sachs Pioneers Plan to Deal With Bonus Cap

U.K. Approves Complex New Pay Structure as Others Scramble for Ways to Maintain Compensation Levels

Wealth management is ripe for reinvention

Across the industry, executives share concerns: generational shifts, regulation and how to update legacy platforms.

Malta bows to EU, amends controversial 'citizenship for sale' program

European Union had pressured the island nation to require applicants to live in country for one year

Trusts Save Taxes by Paying Out More Now

This year's new, higher income tax rates for top earners has advisers who deal with trusts doing a lot of what Paul Lee calls "running the brackets."

Vestra management reshuffle pays off with £1bn inflow

Growth is expected to come from a focus on ultra-high net worth clients, intermediaries and its US division, which provides a range of wealth management services to clients with ties to America.

London-based wealth manager 'first UK wealth manager to achieve ‘B Corp’ certification'

The London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new ac

Kent-based law firm launches wealth management arm

We think it will take the advice and support we can give to clients to another level entirely in terms of holistic approach."

BNP Paribas to help Budding entrepreneurs

Vital Regeneration launches “HELP Enterprise” in partnership with BNP Paribas, Dolphin Square Foundation and Westminster City Council

Rothschild and Topwater Capital ink exclusive arrangement

Under this arrangement, European investors interested in investing with Topwater Capital may only do so through one or more entities managed by Rothschild.

Aviva platform targets high net worth market with price cut

Aviva is introducing a platform charge of 0.15% for new customers with portfolios valued at more than £400,000.

Jersey’s 'future proof' funds regime to be showcased to London audience

Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.

Affluent Investment Trends: What's Ahead?

The Millionaire Corner survey provides a snapshot of the more upbeat investment mindset with which these investors began the New Year.

Jersey Finance highlights its plans and priorities for 2014

An outline of Jersey Finance’s promotional activities for the year ahead and a review of key developments in 2013 was provided today (Tuesday 28 January) at Jersey Finance’s Annual Review presentation held at the Hotel de France. Hosted by Jer

As Population Ages, Merrill Lynch Appoints Gerontology Director

I decided to take it in a different direction

How bespoke is wealth management?

There’s a huge difference between haute couture and off-the-peg in wealth management

Canadian banks already major players in the wealth management field

An acquisition the bank said “aligns with our strategy to grow our wealth management business in North America and supports our goal to grow wealth management to 15% of the bank’s overall earnings.”

Brewin Dolphin takes £4m hit from loss of trail

Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.

Wealth and Asset Management