Managers of Wealth

What the FTSE 100 Rotation Means for Fund Managers

Wealth managers are warning that active fund managers must take care to manage the challenge

BlackRock's Fink says letter to CEOs triggered angry phone calls

Fink said he realized a few years ago that managing index funds carried more responsibility

Bestinvest name to be dropped for B2B market

The new group will operate under the brand Tilney for Intermediaries within the business-to-business market

Big financing demand from HNWIs

Credit Suisse's Q1 net new lending in Asia Pacific was 30% of its total loans in emerging markets

A List of Top Schools Feeding the Asset Management Industry

EVestment compiled several lists based on various criteria of which major U.S. universities and colleges currently have the most graduates working in asset management.

Brewin Dolphin makes margin progress in first half

Other income continued to fall due to the imposition of new Retail Distribution Review laws, slipping 42% to £11.9m as margins decline on cash deposits trail income dwindles. - See more at: http://www.ifamagazine.com/news/brewin-dolphin-makes-margin

DeVere chief defends his approach to hiring advisers

Advisers working for international wealth manager the deVere Group must have the right qualifications or they cannot progress in the company, Nigel Green has said.

Barclays guide to giving away money

We know that clients in the South West are increasingly looking to become involved in giving

World's Richest People Meet, Muse On How To Spread The Wealth

We have $30 trillion of assets under management in the room

Diverse agenda for STEP Guernsey conference

The annual event, which is open to members and non-members, is an opportunity for delegates to learn from well-regarded and very experienced industry speakers.

Jersey finance industry statistics Q1 2014

The latest figures for all sectors of Jersey’s finance industry show resilience, with the funds industry growing in size.

Brewin Dolphin profits surge in H1 but advisory arm sees £1bn outflow

Wealth manager Brewin Dolphin reported a surge in profits in the half year to March, although it saw a large outflow from its advisory business.

China growth elusive for foreign managers: forum

Despite the proliferation of foreign fund houses and rising domestic demand for diversification, competition and fuzzy regulation are seen to be holding back industry growth in China.

Close Brothers CDF Managed Fund range hits £100m milestone

CBAM’s investment proposition is differentiated because they embrace three complementary approaches: in-house direct management, open architecture and passive.

Schroders executive Massimo Tosato ends controversial contract after tax pressure

The report states that the contract ended “during 2013”

Friends Life to receive offers to buy Lombard business

Philadelphia Financial targets high net-worth families through a network of intermediaries, and it views Lombard as an attractive opportunity to expand that area of its business, Sky News said.

Scotiabank Profit Rises 14% on Canadian Banking, Wealth

Scotiabank also said it intends to repurchase up to 12 million shares, or about 1 percent of its shares outstanding, during the next year.

Bestinvest name to be dropped for B2B market

It has also been announced that Bestinvest’s current chief executive Peter Hall will lead the combined group, while Tilney Investment Management director Miles Robinson will head up Tilney for Intermediaries.

ABN AMRO Private Banking wins ‘Best Overall European Private Bank’ and ‘Best Domestic Clients Team’

We are quite unique in pursuing a multi-domestic, multi-brand strategy

Private banks seek to cash in on wealth management

Home grown private lenders lining up offers to woo their customers with priority and privilege banking options

Wealth and Asset Management