Managers of Wealth

Societe Generale Private Banking launches its new private bank in France

Societe Generale is radically developing its private banking relationship model in France and extending its offer to a larger number of clients.

UK private bank to launch private banking app

The mobile banking app operates on both Apple iOS and Android platforms providing a full range of secure services including account balance/ transaction reporting and the ability to make payments.

Charles Stanley Direct waives HNW fee

Charles Stanley Direct is to waive fees for six months on new investments of £500,000 or more.

Asian ultra-high net worth individuals flock to invest in Monaco

Asia owns 24% of the total world private wealth with nearly one third of it held in real estate, mostly in international properties. With rising profits, Asian high net worth individuals (HNWI) have developed an appetite for trophy homes in Monaco.

Ex-Barclays chief closes in on target as parttners put in $20m of own wealth

“Where in the world is there exceptional growth?”

Anglo wealth arm sale postponed

A number of well-known wealthy individuals have taken proceedings against IBRC Assurance in relation to badly performing investments.

Europe’s largest bank Said to Plan Sale of Swiss Private Banking Assets

The bank has attracted scrutiny from governments over its operations in low-tax jurisdiction

Wealth manager thrives on "do it yourself' culture

There is no shortage of software products that developers market as the “solution” to financial advisers' every conceivable need.

Ascot Wealth Management VouchedFor As The Best In Berkshire

User review and rating system, although prevalent across sectors like travel, food and lifestyle, is only just making its presence felt in the medicine, financial and legal world.

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

Wealth and Asset Management