Managers of Wealth

Bellpenny Rolls Out Voyant Tools for Its Advisers

Newcomer Bellpenny is rolling out new software for its professional advisers and wealth managers to help them conduct lifetime cash flow planning.

Pershing: wealth managers must review pricing structures

Pershing has urged wealth managers to review their price structures, after research found that fewer than 20% of firms use the cost of providing services as the foundation for determining price.

Wealth-X Wins Family Wealth Alliance's "Best of Decade" Award

There were more than 80 nominees in all, and it was an extraordinary privilege for our committee to winnow the list of deserving nominees down to just a handful of Awards recipients.

High wealth investors don't feel old until they lose their independence

The majority of people under the age of 80 don’t feel old until they lose their independence and their health

A World Without Commissions

In some countries where commissions have been banned, advisors are struggling to be profitable, while others are simply exiting the business

BNP Paribas Wealth Management awarded “Outstanding Private Bank in Europe in 2013”

This award adds to BNP Paribas Wealth Management's prestigious industry recognitions

Cheviot Assets surged ahead of Quilter deal

Cheviot Asset Management went into its merger with Quilter on the back of strong asset growth but declining profits.

Credit Suisse Announces the Launch of the First Ever LGBT Equality Index

The associated Portfolio offers a compelling and unique impact investment opportunity for our Credit Suisse Private Banking USA clients

DeYoe Wealth Management Continues to Grow, Much Thanks to Their Clients

The firm realized a 67.4% increase in revenue from 2010 to 2012

Hargreaves Lansdown eyes lower prices for online customers

Currently Hargreaves is predominantly remunerated by fund managers through rebates

Wealth management firms look to hard assets for next price boom

As equity markets hit all-time highs again, investors haven’t forgotten the 2008 market meltdown that resulted in a 40 percent loss.

Brooks Macdonald asset growth slows

Brooks Macdonald Group plc the AIM listed integrated wealth management group, today announces an update on its funds under management for the quarter ended 30 September 2013.

North duo to join Praemium ahead of Liontrust deal

Praemium hires Nick Stanhope and Ari Towli from North Investment Partners to join wealth management service.

Morgan Stanley Wealth third-quarter profit soars on fee revenue

Morgan Stanley, which has made a bigger bet on wealth management than any other major U.S. investment or commercial bank

UBS Wealth Management Americas Relaunches Equity Compensation Business

The new brand reflects the company's significant and on-going commitment to the business

Rathbones sees assets rise 15.6% in 2013

Rathbone Brothers has seen a 15.6% increase in funds under management in the first three quarters of the year, with flows accelerating in Q3.

Goldman Sachs Slashes Bankers’ Bonuses by 35%

Fixed income trading revenue plummeted 44%, far more than declines posted by its competitors.

Barnier rejects UK’s bonuses challenge

Britain’s legal challenge to the forthcoming European cap on bankers’ bonuses is unfounded

SJP Academy looks to address female adviser shortage

St James’s Place is trying to bring more women advisers into the industry through its training academy so that clients have more choice.

DBS Said to Advance in Bidding for SocGen’s Asian Private Bank

Societe Generale picked about five suitors to study the unit’s finances after they made initial offers

Wealth and Asset Management