Managers of Wealth

DeAWM teams up with LA-based firm for Alt Ucits fund launch

Macnguyen uses a bottom-up, fundamental value-based investment approach

Ex-Adam & Co team 'empowers' wealth managers with tech portal

The move to one name signals the ambition of the Group to build a strong, consistent and recognisable core brand, benefitting both its clients and standing within the marketplace.

Weetabix scion and RBC back £80m buyout at Amber Taverns

MxP Partners, founded by Michael George after the sale of the cereal brand, bought Amber Taverns from Legal & General Capital in a deal worth £80m.

Royal Bank of Canada Weighs Investing Up to $1 Billion in Spinout

The new firm will be called Taursa Capital Partners and open by the end of the year, said the people, who asked not to be identified because the plans are private and subject to regulatory approval.

Sir David Arculus likes a challenge, so at 67 he has entered the world of wealth management

One of Britain's best connected business knights explains why he is becoming chairman of Hassium Asset Management

Challenges of managing wealth through generations

With wealth comes responsibility, and for many Qatari families a key priority is putting in place a strategy based on a vision that will benefit future generations in a fruitful and meaningful way.

Barclays puts its fiduciary services business up for sale

Barclays is working with advisers to sell its offshore fiduciary services division, according to four people familiar with the situation.

Priority banking, more than just luxury lounge

Successful priority banks should be able to deliver value-added services. With the sustained transformations that have taken place within the banking industry in Indonesia, it is observed by many analysts that retail banking has transformed itself into f

Wealth-X Expands Its Product Portfolio With Launch Of WEALTH-X DILIGENCE

New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk

Mirabaud launches global income fund for new recruit

Mirabaud Asset Management has launched a Global Equity High Income fund for new recruit Kirill Pyshkin.

Pictet launches short-duration EMD fund for Defise

The fund is well diversified and invests across all sectors and emerging markets globally

Time For Advisors To Dive Down Market

With the high-net-worth market now reaching the saturation point, advisors are better off tapping the fourth and third income quintiles the middle market if they intend to stay in the business over the long term.

Assets of German Millionaire Forecast to Grow 25%

The number of German millionaires is expected to rise by 11% over the next four years, but wealth distribution remains uneven.

Evolution of Luxury: New Affluent Seek Rich Experiences over Material Wealth

The affluent, being financially comfortable through years of hard work, are at a stage in their lives where they can afford to reassess their values, objectives, and outlook in life.

Rich Asian investors enjoy trading: Barclays Wealth

Rich Asians like to trade, especially in foreign exchange and derivatives, and they do it well

Wealth management goes online in the US

A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.

Helping Gen Y Manage Its Millions

Lockup expiration days are typically volatile, as insiders rush to sell. It’s the kind of impulsive investing move that Wealthfront is trying to correct.

Barclays: Fund groups must 'completely rethink' retail strategies post RDR

Asset managers are likely to engage in a "fundamental rethink" of their retail strategies as more customers go direct in future, according to analysts at Barclays.

Baillie benefits from long-term approach

THE decade of success at Edinburgh investment house Baillie Gifford has arguably been down to its partnership structure and lack of short-term commercial pressures, a leading commentator has said.

Succession acquires two member IFAs

Accession, which specialises in taking on member firms with the potential of acquiring them in the future, has now bought a total of seven firms.

Wealth and Asset Management