Managers of Wealth

ARC Private Client Indices and Charity Indices

The Q4 2012 performance figures for the ARC Private Client Indices and Charity Indices have been calculated.

Quadruple hire powers near tripling in Vestra profits

As it reported on its financial performance, Vestra pointed to the challenging conditions. However, in a filing to Companies House, the firm appeared to have navigated these smoothly, highlighting growth in its client bank ‘at a good price’ an

Signia's Robinson hire paves way for Leeds and Manchester arms

The expansion plans follow the boutique’s hire of former Schroders Private Banking boss Rupert Robinson for the newly created role of head of wealth management.

Major Swiss banks 'raise bullion holding charges'

Switzerland has traditionally been regarded by commodities traders as the best place to stash bullion.

Morgan Stanley Wealth Management Launches Perspectives in Philanthropy, Vol. 9, “Athletes and Entertainers Giving Back

The featured athletes and entertainers describe how they chose their philanthropic causes, the outcomes they hope to accomplish and the lessons they have learned from running nonprofits.

Berry Asset Management in Defaqto 5 Star rating double

The achievement of the maximum ‘5 Star’ Rating for multiple discretionary propositions across Defaqto’s two Discretionary Fund Management rating classes is a rare feat indeed.

UBS, Coutts target onshore wealth in HK

Amid signs of a rising appreciation of asset allocation, the Hong Kong market heads of two private banks step up marketing to the city’s underpenetrated high-net-worth community.

Seymour Pierce enters int’l asset management market

Until now, the company, which traces its roots back to 1845, has catered mainly for British investors

Berry Asset Management wins 'Best Innovation' Award

Berry Asset Management has been announced as the winner of the ‘Best Innovation’ award at the inaugural ‘Portfolio Adviser Wealth Manager Awards’.

UK private bank hits a double £1 billion milestone

When, more than one hundred years ago, George Gilbert Williams, president of the famously conservative Chemical Bank, was asked for the secret of his success, he replied: “The fear of God”. There’s nothing new under the sun!

BNY Mellon feels the green as new administrator for UK private bank

BNY Mellon will provide a full suite of services to the Irish fund range including derivative execution, KIID production, daily performance reporting and share class hedging.

Investec Says Nine-Month Operating Income Increased 1 Percent

Operating costs increased 4 percent in that period

Growth in Indian art paves the way for wealth management

In the past, the Indian art market was largely dominated by collectors and connoisseurs

Eleven Raymond James advisors named to BIC top 50 advisor list

FID managing director, John W. Houston, said, "Raymond James is proud to be affiliated with these 11 outstanding advisors

U.S. Bank's Aggressive Wealth Management Plan

U.S. Bank is bulking up its wealth management business

Mexican Billionaires Beat Brazilians In Wealth

Wealth-X, the ultra high net worth (UHNW) business development solution for Global Private Banks, Luxury Brands, Educational Institutions and Non-Profits, has released a list of the top 10 wealthiest Latin Americans.

How 7IM plans to beat its rivals in the private banking space

In May of last year it announced that it would start taking deposits and offering clients loans through its platform.

Philanthropy Changes as Rising Generation of Donors Emerges

Gen Xers and millennials focus on values, engagement and impact

HNW investors feel their financial situation is improving

What does it take to feel optimistic these days? At least $5 million,

Union Bancaire Privée Increases Assets Under Management by 12%

This increase is the result of net inflows of funds from private and institutional clients, sound asset management performances and several acquisitions.

Wealth and Asset Management