Managers of Wealth

Nottingham IFA boosts assets to £400m with double acquisition

The East Midlands IFA has bought IFAs Bromley & Coe and Meridian Financial Management.

Rathbones' Coombs: 'If Dobell had a trust, we would buy tomorrow'

Dobell's performance has since struggled and over the past three years it has returned 11.9% versus 31.9% by the UK All Companies sector.

Coutts warns customers over ‘unsuitable’ investments

Another problem was that roles had become too “complex” after staff were required to combine general banking and wealth management duties.

Swiss private bank says confident of solution with US in tax dispute -paper

De Saussure said it was hard to say when the dispute between Swiss banks and U.S. authorities would reach its conclusion

Speechly Bircham Adivses FF&P Private Equity on its Investment in Ticketscript

The Speechlys team was led by head of private equity Malcolm MacDougall

Wealth managers beef up advisory team as risk appetite of HNIs & cash-rich business families to surge

The firms also expect wealth to be unlocked by companies through public offers, the sale or purchase of assets and money being raised through various financial products to expand business.

Nedbank Private Wealth retains gold standard

Nedbank Private Wealth has had good reason to celebrate.

CIBC FirstCaribbean opens private wealth management office

It makes sense that Cayman would boast the flagship office as our jurisdiction’s reputation for excellence

Bancorp lists wealth unit in Frankfurt

Bancorp chose the Frankfurt listing over Hong Kong or Singapore

Wealth Management - Act now on transfers before the regulators act on you

Arunima Haque from Capco says it's only a matter of time before the regulators step in

Wealthy Investors Meet with Marijuana Startups in Denver

More than a dozen of the top pre-selected entrepreneurs will pitch accredited investors on their cannabis business dreams in a private meeting only open to its members.

Societe Generale Private Banking announces the winners of the 2014 “Campden European Families in Business Awards”

Societe Generale Private Banking, partner of the "Campden European Families in Business Awards" organised by Campden Wealth*, is pleased to announce the winners of this year's Awards, which were revealed at a ceremony in Barcelona on 3rd Ju

FGB Named Best Bank In United Arab Emirates And Best Wealth Management Firm

The awards were presented to bank executives at an awards ceremony at Emirates Towers Hotel in Dubai this week.

Wealth management - act now on transfers before the regulators step in

Arunima Haque from Capco says it's only a matter of time before the regulators step in.

Sallie Krawcheck Opens an Index Fund Focused on Women

The fund focuses on a selection of companies that are culled from a global index according to the gender diversity of their top ranks.

Tilney for Intermediaries to open with AUM of £9.2bn

The new business-to-business brand from recently formed Tilney Bestinvest will start life with £9.2bn in assets under management, it has been confirmed.

Sallie Krawcheck Looks to Ellevate With New Venture

Fund Will Track New Pax Global Women’s Leadership Index

Wealth managers gear up for Citywire Scotland

The cream of the industry will be hearing from a range of expert speakers and leading fund managers at the two day event.

Aberdeen Asset Management strengthen relationship with Scottish game

They may juggle global finances to the tune of a whopping £324.5bn but the keen golfing folk at Aberdeen Asset Management have always remained true to their roots.

Packaged fund returns hit by huge fees

Model portfolios invest in a number of funds to target a level of returns and a degree of risk

Wealth and Asset Management