Managers of Wealth

Heartwood launches proposition for Handelsbanken clients

Handelsbanken acquired Heartwood in May 2013.

Swiss Banks Primed for Acceleration of Deals, KPMG Says

Swiss private banks are preparing for an increase in acquisitions after declining profitability and provisions for a U.S. tax program prompted more than one-third to report a loss last year

The World Bank Issues a 10-Year Step-Up Callable Green Bond for Merrill Lynch Wealth Management Clients

Today the World Bank priced a $12.057 million World Bank Step-Up Callable Green Bond sold to Merrill Lynch Wealth Management clients.

Yet another big bank hitches its wagon to the asset management star

The bank will act aggressively on all fronts

Australia's biggest wealth manager to overhaul wealth planning arm amid crisis of confidence

The moves comes as the company announced this morning a 3 per cent decline in net profit to $382 million for the six months to June 30.

Bridgepoint explores Quilter Cheviot IPO or sale by year-end

The two businesses are now integrated and Quilter Cheviot is currently in the throes of moving both onto the same platform

FPI launches website aimed at non-resident Indians

Friends Provident International has launched a new website with a section dedicated to non-resident Indians.

Guernsey’s Evolution Makes It The Perfect Family Office Solution

The provision of family office solutions and services makes perfect sense for a jurisdiction such as Guernsey, explains Fiona Le Poidevin, Chief Executive of Guernsey Finance.

Brewin Dolphin to restructure Yorkshire operations

The merger of the two offices will create a team of 45 qualified investment managers and financial planners and their support staff in Leeds, who will be responsible for the management of some £1.5bn of client assets.

The inevitable evolution of Asia’s wealth hubs

As offshore moves onshore, will there be a challenge to the position of Singapore and Hong Kong as the wealth centres of Asia?

U.S. private equity firm appoints Rothschild to sell the public sector division of its software firm

The company will be auctioned to private equity firms later this year and could be worth around $600 million, the sources said.

Foreign banks pack their bags in Switzerland

The Association of Foreign Banks in Switzerland (AFBS) is hoping that banks from Brazil, China and Singapore will fill some of the gaps left by departing players from the United States and Europe.

US fine provisions hit Swiss private banks

Banks must ask themselves whether the time has come to make lasting changes to their business model

Family firms boost Indonesian wealth

But keeping it all in the family can often have its disadvantages.

Too Many Charities Chasing The Same Pool Of Private Capital

Private wealth is increasingly stepping in to fill the void left by governments

Essex IFA looks to Europe for high-net-worth opportunities

Essex-based Financial Planning firm is considering expanding into Europe to tap into the high-net-worth market.

Dubai changes financial rules to lure richest investors

The rules create a new class of funds that can be domiciled in the Dubai International Financial Centre (DIFC), facing less stringent regulation and thus lower costs than existing funds.

Royal London aims to quadruple Ascentric AUM after 'quiet' 2014

Market gains have nonetheless helped boost assets under management from £6.2bn to £8bn, a 30% gain.

Hume Capital Securities nets deal with Wealth Manager

Finance firm Hume Capital Securities has secured a ‘significant’ deal with a Malaysian wealth management firm.

ADCB Launches Commercial Offshore Banking Products

ADCB continually brings its clients effective, reliable and innovative solutions.

Wealth and Asset Management