Managers of Wealth

BKD unit merges with Chicago wealth management firm

BKD Wealth Advisors LLC continues to grow its footprint around the nation, announcing a merger with Chicago-based Wolf Financial Management.

The rise of the ultra-rich in Asia is sparking the emergence of bespoke wealth management services for affluent families

According to industry observers at a conference on Tuesday, such services set themselves apart by tailoring their offerings to suit the specific needs of rich families.

Independent wealth management firm poaches top manager in Westcountry expansion move

An Independent wealth management firm has poached an investment manager from a competitor to become a cornerstone of its Westcountry expansion.

Schroders scraps income target for real estate trust

The change has come about after a review of the trust's investment policy by Schroders, with shareholders voting in favour of the change at its annual general meeting on 14th October.

Wealth manager seeks acquisitions ahead of pension reforms

Consolidation within the wealth management industry will be driven by how well prepared firms are for the opportunities presented by next April’s at-retirement reforms

Citywealth recognised for services to women in business

Citywealth has won a Silver 'Stevie' Award for its work with women in business.

Family wealth is big business

One area they are focusing on is family offices, which are structures set up specifically to manage a family's wealth

Paragon Bank moves into wealth management

The addition of the wealth management group will increase Paragon's offerings company-wide, with individual retirement and investment planning as well as small business strategies.

Here's What Credit Suisse Is Saying About Stocks To Its Private Banking Client

Credit Suisse says no. Despite the recent turmoil, equities remain the preferred asset class of the bank’s Private Banking and Wealth Management division.

The Rise of South East Asia’s Affluent

Labuan International Business and Financial Centre (Labuan IBFC) and the Financial Times today hosted the ASEAN Wealth Management Summit 2014 at the InterContinental Hotel in Singapore.

Wealth management consultancy service predicts ascendancy of active management

Wealth management consultancy service has forecast a return to active managers beating passive funds in the next five years.

Jewish Communal Fund Launches Private Client Group

Exclusive auction preview of Christie's Post-War & Contemporary Art sale was featured on Tuesday

Another Widening Gap: The Haves vs. the Have-Mores

Philip Rushton has been selling private jets to the global rich for more than three decades.

Swiss fund firm launches in Edinburgh

A Swiss banking group is making a move on the Scottish market with the opening of an asset management and sales operation in Edinburgh.

Leading ME bank announces new private banking head In The Gulf

He was previously Managing Director and Co-Head of the Onshore UAE market as well as Head of Royal Accounts.

Black money trail goes much beyond Swiss Alps to many island nations

As India expands its probe into suspected black money stashed abroad, the trail appears to have gone much beyond the Alpine mountain ranges of Switzerland to various island nations and global financial centres like Dubai, Singapore, Luxembourg and Cyprus.

Wealth and Asset Management