Managers of Wealth

Fairbairn name may disappear as Nedbank restructures HNW proposition

Nedbank Group Board took the decision to consolidate the group’s HNW client offerings

Blacktower opens office in Tenerife

The new Tenerife office brings Blacktower’s office portfolio to eight

Affluent Americans Ready to Take On More Risk - RESEARCH

Merrill Lynch Wealth Management has released findings from its Merrill Lynch Affluent Insights Survey, a report examining the values, financial priorities and concerns of affluent Americans.

Too much gold and just nowhere to put it?

Barclays new vault opens for gold

UBS Confident Wealth Management Americas Can Reach Target

“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”

Asian Philanthropists Constitute 45% Of The Top 20 Next Mega Donors

"The opportunities for fundraising professionals are immense."

European Wealth makes third acquisition in South East push

The acquisition is European Wealth’s third in the two years since it launched.

HSBC takes wealth management to MENA

HSBC Global Asset Management has made a foray into wealth management in the Middle East and North Africa (MENA) region.

Morgan Stanley debuts ad campaign for renamed unit

To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign

Wealth management firms handle uncertainty

"There’s an overall higher level of pessimism than average."

Panmure eyes move into wealth management

Panmure Gordon is expanding into wealth management as part of efforts by its new leadership to diversify the business, as the UK broker swung to a profit in the first half of this year.

Rowan Dartington launches IFA business

UK wealth managers are bolstering their investment advice services in preparation for next year’s retail distribution review, which changes the fee structure for financial advisers.

New head of Catella’s wealth management announced

The integration of the two sets of operations in Catella Bank will strengthen the range of services offered to clients, with both superior management services and borrowing and lending arranged by the bank.

Ex-Bluefin practice head joins Best Practice

Best Practice has also taken on board Arch Financial Planning, a firm with eight advisers and around £90m assets under advice.

Singapore Continues to Attract Millionaires

“The city-state has an open door immigration policy to attract foreign talent, which is an invaluable asset to a competitive economy. That's why Singapore has, amid a war for talent, made concerted efforts in courting and retaining foreign tale

Sir Andrew Crockett Obituary

Sir Andrew Crockett, who has died aged 69, was the only Briton to have held the post of general manager of the Bank for International Settlements, the Basle-based institution which fosters co-operation between the world’s central banks.

Sanlam to merge Principal and Merchant Securities

A source familiar with the situation said the merger of Merchant Securities with discretionary fund managers Principal would lead to Sanlam targeting high-end clients with more than £500,000 to invest.

Credit Suisse plans to dismantle asset-management unit

The streamlining comes as Credit Suisse is already cutting 3,500 jobs across the bank and in July announced plans to bolster its capital base by 15.3 billion Swiss francs.

Swiss private bank set for IPO in fourth quarter

It has over 270 employees worldwide with offices across Europe and in Hong Kong and Singapore and had a net profit of 10.4 million Swiss francs ($11.11 million) in the first half of 2012, up from 4.1 million a year ago.

Walker Cripps launches discretionary portfolio service

AMPS is offered with a clean annual management fee with no hidden charges or commissions.

Wealth and Asset Management