Managers of Wealth

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

Pensions changes to create ‘new era of business entrepreneurs’ wealth manager says

The millions of pounds which will be easier to access in UK pension schemes following the spring budget can help nurture a new era of business entrepreneurism

Lombard Odier Partner Says EU Will Block Swiss Offshore Banks

Almost 12 years after opening borders to EU expatriates, Swiss citizens recoiled, backing an initiative to impose limits on immigration that contravenes an EU treaty agreement.

Hot topics to take centre stage at Guernsey ILS event in Zurich

An introduction will be provided by Fiona Le Poidevin (pictured), chief executive of Guernsey Finance – the promotional agency for the island’s finance industry.

DeAWM teams up with LA-based firm for Alt Ucits fund launch

Macnguyen uses a bottom-up, fundamental value-based investment approach

Ex-Adam & Co team 'empowers' wealth managers with tech portal

The move to one name signals the ambition of the Group to build a strong, consistent and recognisable core brand, benefitting both its clients and standing within the marketplace.

Weetabix scion and RBC back £80m buyout at Amber Taverns

MxP Partners, founded by Michael George after the sale of the cereal brand, bought Amber Taverns from Legal & General Capital in a deal worth £80m.

Royal Bank of Canada Weighs Investing Up to $1 Billion in Spinout

The new firm will be called Taursa Capital Partners and open by the end of the year, said the people, who asked not to be identified because the plans are private and subject to regulatory approval.

Wealth and Asset Management