Managers of Wealth

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.

Liontrust registers outflows in fourth quarter

The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.

F&C takeover by Canada’s Bank of Montreal thwarted by Standard Life

Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.

RBC Wealth Management named Channel Islands Private Bank of the Year

RBC Wealth Management also came runner-up in the ‘Jersey Trust Company of the Year’, 'Guernsey Trust Company of the Year', 'Caribbean Trust Company of the Year' and 'Hong Kong Trust Company of the Year' categories

Plymouth firm to create 100 jobs after landing £140m investment

The Succession Group was established in Plymouth by Simon Chamberlain in 2009.

Guernsey Finance chief wins award for raising Island’s profile

Miss Le Poidevin was one of only four women to win awards at the Citywealth Power Women Lunch 2014 which was held on Thursday 23 January in London.

More expats transferring UK pensions overseas

Increasing numbers of pensioners who've found a place in the sun have opted to move their pensions overseas with them

Ex-UBS Banker Quits Zurich Desk for Horse Racing Dream

After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.

Think you know the Next Gen investor? Think again - UBS Investor Watch

Millennials are as Financially Conservative as Generation Born During Great Depression

Ex-UBS Banker Quits Zurich Desk for Horse Racing Dream

After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.

Millionaire Investors: What Makes the Best Advisors?

Communication is important to Millionaire investors and separates the best advisors from the rest.

Trends in China’s Wealth Management Industry

Celent projects that China’s wealth management market will hit US$12 trillion in assets by 2014. After 10 years of rapid growth, the market now faces a turning point as disruptive entrants and a more open environment challenge the incumbents.

Union Bancaire Privée Increases Assets Under Management by 10%

"In the midst of the industry's mutations and consolidations, UBP can rely on its sound client-acquisition strategy, its high-performance range of products and efficient services, and its teams' unwavering efforts to meet all its clients&am

Scotiabank’s ING Direct Sees ‘Gigantic’ Wealth Opportunity

Bank of Nova Scotia's ING Direct unit sees growth potential in wealth management after it completes efforts to add deposits and customers and introduces a credit card

Barclays debates ending its £40m-a-year Premier League sponsorship deal

Barclays is reportedly debating the fate of its £40m-a-year sponsorship of the Premier League

Wealth and Asset Management