Managers of Wealth

EQT establishes Private Wealth division

Rimmer, most recently chief executive officer of adviser group Financial Services Partners, will take responsibility for the strategy and business development of EQT's new division.

India replaces Spain as top 10 wealth market - Datamonitor

Despite continued setbacks in the global wealth market, affluent individuals will rise by 20 million per year, and India will continue to climb within the top 10 wealth markets list, research by Datamonitor has suggested.

Expats ‘chasing their fortunes’ in China

Sixty-nine per cent like the career advancement the country offers them, while a much lower proportion enjoy the exciting culture (48 per cent) and the Chinese people (43 per cent).

Smith Barney unit to be called Morgan Stanley Wealth Management

Speaking to investors at the company's U.S. Financials Conference in New York, Mr. Gorman for the first time acknowledged a name change for the brokerage will occur.

HK regulator bows to private banking demands

Private bankers in Hong Kong had sought rule changes to address concerns that the city is falling further behind Singapore – the leading Asian wealth management centre – particularly as more wealthy Chinese look to move their money outside the

EQT establishes Private Wealth division

Equity Trustees Limited has established a Private Wealth Services division under the leadership of newly recruited executive, Geoff Rimmer.

Charles Stanley profits drop 37% on euro woes

Charles Stanley, the stockbroking and investment management group, reported pre-tax profits fell 37% to £8.5m for the year ended 31 March 2012.

China's Rich Top Asia in Collectibles Ownership, Barclays Says

Only 19% of treasure assets - which include items such as precious jewellery, fine art, antique furniture, classic automobiles and precious metals - are held for financial motivations , according to the latest report in the Wealth Insights series from Bar

RBC eyes emerging markets wealth management deals

The business, located in Europe, the Middle East, Latin America and Asia, is expected to cost $1.5-$2 billon.

UBS, JP Morgan take top prizes at Extel awards

The awards, some of the most coveted prizes in the UK financial industry and presented in London's opulent Guildhall, are voted for by more than 14,000 individuals across the market.

TMF Group sponsors Malaysian Wealth Management Forum

The Wealth Management Forum is hosted by Hubbis, an independent provider of editorial content and training for the wealth management industry in Asia. The forum is the leading event of its kind in Malaysia, and dedicated to the wealth management and priva

The collapse of American wealth, in one chart

A great deal of the drop came from the collapse of housing wealth after the bubble burst — median home equity dropped 42 percent between 2007 and 2010.

Bankers Launch Innovative Retreat for Burned Out Executives

The Legacy Process provides coaching and runs a week-long residential Legacy Retreat held in the bucolic environs of the Mornington Peninsula, Australia.

UAE-based Wealth Management company opens Switzerland office

Having been in the financial services industry for over 7 years and previously in charge of Geneva for Guardian Wealth Management, Aaron Pacitti is well placed to take on the role of Senior Vice President at Globaleye SARL.

Financial Advisory Team Leaves Morgan Stanley Smith Barney

The team at Adams Wealth Advisors has over 35 years of experience in the financial services industry and is confident in the positive outcomes that will arise from this move.

Walker Crips profit dips

Net revenue (gross profit) down 2.8% to £14.57 million (2011: £14.99 million)

China's wealth management industry has bright future

The wealth management industry has huge potential in China, but it needs to learn from international experience, China's top securities regulator said recently.

Swiss Wealth Management Boutique Wins "Most Progressive Private Bank Switzerland 2012" Award

"This recognition reinforces and renews our commitment and dedication to growing our business and brand awareness as a leading provider of exclusive tailor-made wealth management services, thus building on our emerging markets expertise and the solid

Wealth managers are going to have to know their clients better

They are also going to have to “know their clients” better than in the past and demonstrate suitability more rigorously than they may be used to.

New Approach to Portfolio Construction Required, say UK Financial Advisers - study

Against the backdrop of volatile markets, seven in ten advisers (71%) say the majority of their clients are conflicted between pursuing return and protecting capital. Advisers, recognising their clients' anxiety and the need for more durable portfoli

Wealth and Asset Management