Managers of Wealth

Andrew Ross: Schroders will not become an ‘acquisition machine’

Schroders is unlikely to become an ‘acquisition machine’ following its purchase of Cazenov

Raymond James Private Client Group Reports Record Revenues

Raymond James has been making a strong recruiting push

SJP adds new strategy to Artisan fund

St James’s Place reported that it had been ‘considering the addition of a complementary global strategy that would enable Dan and David to continue to manage the fund whilst catering for the anticipated future growth in assets under management

Will higher wealth manager base salaries drive the right behaviours?

Firms are upping their game on the recruitment front

Schroders closes two funds that are 'unlikely to grow'

Schroders has moved to close two of its funds, owing to their small assets under management

Goldman Sachs Asset Management to acquire Westpeak Global Advisors

GSAM has also launched an Advanced Beta Strategies platform

Trust Fund As An Islamic Finance Alternative In CEE

With the recent introduction of a new legal instrument called a trust fund

Brooks signs strategic partnership with accountancy firm

Brooks Macdonald Asset Management has signed a strategic partnership with accountancy and financial services firm Reeves.

Wealth Management Trends - The Good, The Bad & The Ugly

2013 was a mixed year for the retail wealth management business, with positive highlights such as increases in assets under management, revenues and production hiding some disturbing underlying trends.

Barclays sees key shareholder vote against pay policy

Standard Life Investments, a key institutional shareholder, has voted against Barclays' plan to award higher bonuses despite a 30% fall in profits.

Gottex client assets increase to USD8.6bn

Combined fee earning assets were up 14 per cent during the quarter when excluding platform assets, primarily as a result of client subscriptions, particularly in advisory mandates.

Tech giants pose threat to fund houses

Most individuals present at the dinner struggled to resolve the issue of how the fund industry can promote itself to the millions of people under the age of 40 who have little or no understanding of what a fund manager does.

Praemium confirms integration strategy

Integrating its three key products to build a complete wealth management solution.

Sanlam mulling launch of D2C proposition

National advisory firm Sanlam Private Wealth intends to launch a direct-to-consumer investment platform

Two HighTower Managing Directors Named To Barron's 2014 List Of Top 100 Advisors

HighTower is an industry-leading financial services firm

Merrill Lynch Wealth Management sets new $8 million bragging target for its top brokers

The new "Pinnacle Club" will pay its members $10,000 in cash

French banking major gears up for India push

French banking major is keen to push growth of its asset management business in India, which it sees as one of the most promising among the key emerging markets in its portfolio.

Impax wins Queen’s award

Over 10 years, the NAV per share of IEM has grown by 9.9% per annum on average, a significant outperformance versus the MSCI All Countries World Index which has increased by 8.0% over the same period.

Singapore is a Good Place to Set up a Trust

Singapore offers all that and more, including a legal framework which facilitates trusts as well as licensed trust companies to be established.”

Coutts Expands Middle East Advisory Board

Coutts' Middle East Advisory Board was created in October 2013 to help broaden and shape the firm's ambitious plans, aiding hiring and driving performance by strengthening client relationships. The Board continues to meet twice a year to provide

Wealth and Asset Management