Managers of Wealth

Miton's AUM surge 73.5% on back of PSigma acquisition

Miton Group saw assets under management surge by 73.5% to £3.1 billion in 2013 on the back of its acquisition of PSigma.

Ascent Private Capital Management Wins Family Wealth Report Award for Best Brand Launch/Relaunch

U.S. Bank Wealth Management, ranked among the top 20 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank was recognized for the most effective and innovative brand launch in the “Brand Launch or Relaunch&r

Middle East HNW's lack awareness on diversification

Although the very rich in the region have a strong appetite to grow their wealth, many of them still lack the awareness of the importance of diversifying their assets

Safra's Swiss Private Bank Targets Growth After Sarasin Merger

Clients assets under management were CHF 131.4 billion at 31 December 2013 compared to CHF 129.6 billion at 31 December 2012.

Global Asset Management Urges Diversification to Avoid Over Exposure to Canadian Market

Global real estate attractive, avoid risks of downdraft after long run of high returns

Future of wealth management to be explored at Jersey Finance private client conference

Global developments in the information exchange arena, together with evolution within wealth management strategies, and structures in growth markets around the world are set to form the focus of the Jersey Finance Annual Private Client Conference in Londo

Payouts on the rise for wealth management executives

Major firms boosted payout for their top managers last year as they place more emphasis on advice division.

Nerine secures two private wealth clients moving away from bank-owned structures

There is an increasing trend in the trust sector for private clients, looking to secure their wealth for the future, to seek out independent fiduciaries not ties to a parent bank

Asset managers could win big in UK pension overhaul

UK retirees will no longer be compelled to convert their retirement savings into an annuity contract.

Wealth management companies merge

Pinnacle Private Wealth, a Woburn-based firm which provides customized wealth strategies for businesses and individuals, has merged with Wachusett Wealth Management of Leominster.

BNY Mellon Wealth Management Named Top U.S. Private Bank and Top Private Bank Serving Family Offices

The London-based trade publication serving the wealth management and family office industry announced the awards at its inaugural gala dinner on March 13.

Global investors 'feeling confident'

Macquarie Private Wealth says global investors are feeling confident about the world's growth prospects this yea

BMO Private Bank Asia Named Best New Private Banks in Hong Kong and Singapore

BMO's private banking operations in Asia acknowledged for innovative products and services, ability to meet client and business needs, and comprehensive financial and investment solution

Bellpenny wins £322m funds under management in acquisition

Deal marks 17th acquisition by IFA consolidator

Four UK Charities to Receive Pro Bono Advice from Morgan Stanley’s Strategy Challenge

Morgan Stanley today announced that four UK-based charitable organisations will benefit from the Firm’s first UK Strategy Challenge.

Investec CEO signals recruitment drive for UK wealth arm

‘We are selectively recruiting investment professionals to try to capture flows

Banks Pull Out All the Stops for the Ultra-Rich

But several lenders are taking the hand-holding business to a new level.

Sanlam launches joint venture professional connections firm

Sanlam Private Investments (SPI) has created a new company to which professional connections can outsource their clients’ wealth management through a joint venture approach.

In focus: Eye on the asset pie

The global financial crisis forced the wealth management industry to reconsider long-held tenets about portfolio construction and the role of strategic asset allocation.

NAB Sees Recouping Wealth Management Market Share in 2 Years

National Australia Bank Ltd. expects to recoup lost wealth management market share in two years by selling more retirement products and making better use of the bank’s retail network.

Wealth and Asset Management