Managers of Wealth

St James Place launches philanthropy service

The combination of professional holistic financial planning by St. James’s Place, and CAF’s expertise and range of solutions in making charitable giving easy at minimum cost

Fortitude taps Urquhart Stewart for client talk

Fortitude Financial Planning has teamed up with Seven Investment Management

Irish punt already pays off for queen's bankers

The bankers to the Queen of England have become the latest to give a vote of confidence to Irish government debt.

Coutts outlines five key investment opportunities in its mid-year investment

UK - Coutts today launches the Mid-Year Investment Outlook 2013

ABN Amro chief says Dutch bank ready to privatize

The bank is sufficiently capitalized and had remained profitable despite a recession in the Netherlands.

Can wealth managers escape the post-RDR margin squeeze?

With RDR putting further pressure on margins as the industry adapts to the end of trail commission, and regulatory costs only moving in one direction, prospects for the sector as a whole appear uncertain at best. Read more: http://www.investmentweek.co.u

C Suisse and Julius Baer Could Face Possible U.S Hardball Tactics

The government bill, supported by Swiss banks, was aimed at helping firms not yet part of the U.S. probe avoid an indictment like that of Wegelin & Co.,

Bank bonus cap is on the way after EU outvotes Britain

The cap will apply to subsidiaries of EU banks anywhere in the world

Morgan Stanley Cleared to Buy Rest of Wealth Management Business

The firm had been waiting for months for the government to grant approval to buy the remaining stake,

Mercer Bolsters Wealth Management Offer with New Services

The new services come in advance of the roll out of the Mercer Advisor Portal

Raymond James Assets Under Administration Rise in May

RJF client assets under administration in May rose 14% from a year earlier and edged up 0.2% from the prior month

Raymond James announces new platform pricing option

Raymond James Investment Services has revealed details of an additional bundled pricing model for its administration platform.

Bank bonuses rise by 64 per cent in a year

UK banks are being overwhelmed by wave after wave of new regulation

Top Wealth Management Firm Expands in Los Angeles

Los Angeles Wealth Management firm, “Wealth & Income Management Group” expands services and locations to better support its clients.

Private wealth management division of Invesco named best trust company

"This recognition is a credit to our dedicated professionals, who are committed to serving as long-term, trusted advisors for our clients."

Jail threat for reckless bankers among proposals to clean up banking system

The chancellor is urged to restore confidence in the financial system by making top bankers more accountable for their actions in the wake of the 2008 bank bailouts, the Libor rigging scandal, and the shoddy treatment of customers mis-sold payment protect

Wealth and Asset Management