Managers of Wealth

Vestra out of the red with landmark £2m profit

Turnover increased by £5.6 million to £16 million over the period, while partners invested £2.2 million back into the business.

Barclays Wealth hires ex Kleinwort Benson wealth boss

He joins Barclays Wealth as director within the bank's Glasgow team.

CFM Partners AG: a New Adviser for Corporate M&A Transactions

CFM Partners, headquartered in Zurich, is specialized in advising and executing corporate acquisitions, disposals and mergers as well as corporate valuations for banks and financial services companies.

London Bankers Stay Put as Bonuses Wane

The beginning of the year is usually a busy time for bankers and recruiters as many staff members wait to get their bonuses before setting off to a rival.

Barclays' CEO Sounds Bullish Note On Wealth Management Prospects

Barclays has earmarked its wealth management business for growth during 2012, according to chief executive Bob Diamond.

Boost to philanthropy as STEP and EAPG join forces

STEP & EAPG have developed this educational series comprising five stimulating and thought provoking events.

Austrian Unions Eye Wealth Tax Package

Warning against the introduction of any measures that might merely serve to endanger growth or jobs in Austria, the organizations put forward a series of targeted tax proposals, expected to generate additional tax revenue totalling around EUR4.5bn.

CEOs concerned about economy while upbeat on revenues - PwC

The survey was published as CEOs including Mark Parker of Nike Inc. and Brian Moynihan of Bank of America Corp. gather in the Swiss ski resort of Davos for the World Economic Forum’s annual meeting.

Indian tycoons help put Dubai on top of billionaire list

The emirate is now home to the highest concentration of billionaires in the region - there are 14 of them - and ranks 18th globally.

Swiss Private Bank Mulls UAE Pension Plans For Expats

The Swiss bank is considering offering pension schemes for companies operating in the Emirates in a similar fashion to the 401(k) scheme in the US, where both companies and employees invest in a pool of assets overseen by external fund managers.

Affluent Investors Spooked by Market Volatility: Merrill Survey

The survey of about 1,000 individuals with $250,000 or more in investable assets is conducted every six months, and the full results should be released in February.

Lebenthals Eye Wealth Management Growth With Dynasty Financial Partnership

As part of the strategic partnership, which will offer Alexandra & James an array of services, Dynasty Financial Partners will provide the capital to help A&J add advisors to its wealth management firm.

Top 10 Trends in Wealth Management

Radical changes will continue to hit industry in 2012: Aite Group report

Credit Suisse's Elaborate Bonus Ritual

Senior employees of the Swiss bank will receive part of this year's remuneration in structured notes.

Atlanta Capital Group Acquires Advisory Group

Birmingham, Ala.-based Chitwood Advisory has $82 million under management. Those funds have been added to Atlanta Capital Group assets under advisement, which now stands at more than $765 million.

Charles Stanley third quarter revenues down 15.5 pct

Total client funds at £14.48 billion have demonstrated underlying organic growth over the nine months of the financial year to date despite difficult trading conditions, and remain comparable to March 2011 levels (£14.50 billion).

Dalton Strategic Partnership announces senior management and ownership structure

Following the sad death of Andrew Dalton in April 2011, Dalton Strategic Partnership has announced that agreement has been reached in principle for the purchase of equity in the firm by the executive partners of DSP from the Dalton Family.

Event risk remains high in euro-zone- Coutts & Co

In our 18 January Daily Theme we highlighted the continuing risk that events in the euro-zone could create market volatility. We see at least six possible events that could do this.

LGT Cracks Into Eastern Europe With New Business Deal

The alliance is expected to result in substantial benefits for both partners, with LGT Capital Management gaining access to new markets, and QUANTIS Investment Management enhancing its product offering.

Here are three reasons new money is to be preferred to old

Take the Shard, the tallest building in the EU: 80%-owned by a Qatar consortium.

Wealth and Asset Management