Managers of Wealth

Keeping wealth all in the family

“About 70% of family businesses fail in the second generation,” Deans told the Discovery financial planning summit last week.

Promotions across Barclays Wealth and Investment Management in the Channel Islands

Barclays Wealth and Investment Management has promoted 12 employees across its Guernsey and Jersey operations in its 2014 promotions round.

IFG gets off to strong start with trading in line with expectations

Financial services group IFG said it had a good start to the year, with trading in line with expectations as momentum in new business was maintained.

Are underqualified CF30s the biggest risk to your business?

According to the FCA there is in fact no minimum professional standard for those with CF30s, although this can vary from role to role dependent on the scope of their responsibilities.

Deutsche Asset & Wealth Management launches new fund

Alternative mutual funds are a critical part of our overall Americas strategy

Karla Rabusch Recognized as One of the Top Women in Asset Management

Our industry has made great strides in recruiting, retaining, and promoting women

Financial Advisors Overlook Or Misread Fundamental Client Behavior, According To EY

fortunately, this provides an incomplete view of the needs and desires of wealth management clients,” said Juan Carlos Lopez, Executive Director, Wealth Management at Ernst & Young LLP. “

Private Bank aims to raise £20,000 for children’s literacy charity Beanstalk

A number of staff have also pledged to walk the 62 miles from London to Brighton on 24 May

Wealth managers strike $624m tie-up deal

Financial adviser IOOF is taking control of a smaller rival in a $624 million deal that will create Australia's third largest wealth manager.

Asia's Wealth Explosion Draws Private-Banker Swarm

Seeking to Capture the Opportunity, Banks Go on a Hiring Spree

Private banks pile in as Investcorp appeals on Swiss debut

Bahrain-based alternative asset manager Investcorp made its Swiss franc debut on Thursday afternoon, increasing the size of a five year deal in response to strong demand from retail investors drawn in by a juicy coupon.

Old Mutual Wealth doubles net sales in Q1

Old Mutual Wealth has more than doubled its net sales to £1.1bn in the first quarter of 2014

Winners Of WealthBriefing European Awards 2014

Awards were granted not just to institutions but to individuals who have made particular contributions to an industry that has faced a mass of challenges in recent years.

ABN Amro Profit Hurt by Bad Loans

Dutch bank ABN Amro Group NV said Friday that first-quarter net profit fell 25% as it set aside more cash to cover bad loans and on costs related to the rescue of a local rival.

Triple award win for RBC Wealth Management

The award winners were selected by a panel of judges from a list of shortlisted firms who had made submissions highlighting their accomplishments over the previous year.

Recruiting has Become a Private Equity Game

Over the last 18 months there has been a significant shift in the “process” of recruiting in three different tiers of the world of wealth management.

Former UBS, Wells Fargo advisers to use Raymond James' platform

The Investment Advisors Division of Raymond James Financial provides custodial and support services

Julius Baer reports high Asia asset transfer of Merrill Lynch acquisition

Julius Baer also confirmed that it completed the transfer of Merrill Lynch’s IWM business

Envestnet Launches Education Portal

Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors

DBS looks to grow wealth management and fees this year

DBS yesterday opened a new branch in Taipei’s Zhongzheng District

Wealth and Asset Management