Managers of Wealth

Walker Crips revenue for 6 months to Sept 30 up 10%

Walker Crips booked a first-half pretax profit of £2.2m, from £7.7m. Revenue was £9.7m, from £8,8m.

Canada's Affluent Will Be Leaving Four Per Cent of Their Estates to Charity -BMO Harris Private Banking

Three-quarters of high-net worth Canadians are either donating the same or more than before the 2008 recession - They will be giving an average of $5,217 to charitable causes this year - Health, children's charities and community projects are among t

Ashcourt Rowan announces charity partner

Ashcourt Rowan is very pleased to announce its new charity partner will be Together for Short Lives.

Business families in Southeast Asia keen on preserving wealth - RESEARCH

Show faith in next generation taking management control: survey

EFG International comments on business performance

During the third quarter, EFG International tied up most of the remaining loose ends from its business review, including the sale of its Canadian business (neutral in P&L terms).

Liontrust's profits surge by 326% as inflows spike upwards

Assets under management reached £3.4 billion at the end of September, up from £2.4 billion year-on-year with the £315 million net inflow a massive surge from the £189 million it attracted in the same period last year.

Marketing to HNW clients

Most private banks do not offer a comprehensive financial planning service. Solutions tend to be purely product or investment-led, with little regard for the client’s long-term financial plan.

UBS Seeks More Cooperation Between Investment Bank, Wealth Management

The presentation comes as the unit attempts to earn $1 billion in annual pretax profit, a benchmark Mr. McCann set in 2010. It hasn't accomplished that yet, but it is getting closer:

Chase de Vere moves into the HNW market

National advisory firm Chase de Vere has created a specialist division to service high-net-worth individuals, promoting Darren Pearce as head of the team.

New Book Offers Seven Imperatives For Successful Family Wealth Management

The successful management of family wealth has always been a challenge, even in the best of times.

DeVere’s Green expanding Acuma operation into HK

The DeVere Group’s founder and chief executive is to expand the Acuma wealth management operation he bought earlier this year into Hong Kong next week

GCC Has 61 Private Banks – New Report

Almost half of them 31 are International Banks, all located in Dubai, says study by Insight discovery.

Smith & Williamson wins Citywire Performance Award for Steady Growth

Smith & Williamson ranks among the top ten independently owned wealth managers* in the UK, with over £14 billion of funds under management and advice (as at 30 September 2013).

Nedbank aims to double Mideast client base by 2014

Nedbank Private Wealth is aiming to double its client base in the Middle East over the next year, with plans also afoot to expand into Asia

Barclays Says Swiss Bank Is Vital for Wealth Management Unit

The Geneva-based unit isn’t profitable

$900 Million Wealth Management Team Launches Fusion Family Wealth

All of our clients benefit from the scale of the Dynasty Network.

Big Bonuses in Good Times Help Goldman Cut Pay in Bad Times -CEO

Goldman Sachs Group Inc can cut pay dramatically and maintain staff when times are tough because it pays so well in good times,

Wealth and Discretionary Managers Drive Equity Fund Sales

Pridham Report says bumper equity fund sales down to wealth and discretionary managers after mass market ‘falls into advice gap’.

The Cogs Driving the Investment Engines in UK Wealth Management

We have trawled the sector to identify the individuals with significant influence over fund selection processes at their companies.

Standard Chartered cuts target as growth slows and regulation bites

Standard Chartered has been one of the best performing banks over the last decade, trebling in size and delivering compound annual income growth of 15 percent

Wealth and Asset Management