Managers of Wealth

New Walker Crips CIO plans model portfolio launch

The ex-BNP Paribas wealth management head said the new service would be unveiled later this year in a bid to shine a light on the ‘hidden gem’ of Walker Crips’ investment business.

Brewin Dolphin to close Dumfries office

A source said the move was part of a wider strategy aimed at concentrating Brewin’s efforts on city centres

Barclays prefers organic growth strategy for India

Since the establishment of the private banking business in India four years ago, Barclays Wealth has grown significantly to emerge among the top five players locally, according to Bansal.

Financial advisers shift to fixed income: PIMCO survey

Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to a PIMCO survey.

Top women on Wall Street: Equal-opportunity axing?

Among the top 10 banks, the aggregate numbers are a little better, but the percentages are not. Five women, or 10 percent of the 50 executives identified, are in place, down from six, or 12 percent, in 200

New Wealth Advisor hire for Barclays in Crawley

The Barclays Crawley office continues to grow, providing the full range of wealth management and corporate wealth advisory services to clients across West Sussex.

Macquarie Private Wealth in front in Canada

But plans were bigger still, calling for 250 high-end advisor teams to be working on the firm’s platform by 2015.

Executive Pay Back Under Spotlight At HSBC

Executive pay will again come under the spotlight today as shareholders of HSBC (HBC) become the latest group of investors to vote on banking remuneration, as the so-called "shareholder spring" of pay revolts continues apace.

Luxury Home Values Jump in San Francisco Bay Area

San Diego Prices Move Higher, Los Angeles Values Edge Down

Asia will be 'centre of gravity' for wealth management

Regulation was going to have a big impact on wealth management operations, Crosby stated at last week’s STEP Caribbean conference held at The Ritz-Carlton, Cayman.

Helvetia May Sell to Rich Clients After Raiffeisen Buys Wegelin

Raiffeisen bought Wegelin after the 270-year-old Swiss wealth manager came under investigation in the U.S. for allegedly helping Americans evade taxes.

Carnegie names new President and CEO

He has more than 20 years’ experience of wealth management and joins Carnegie from Swedbank Robur, where he is CEO and a member of Swedbank’s senior management.

Chelsea branch of wealth management firm Killik & Co reopens

Killik & Co has reopened its Chelsea branch at 45 Cadogan Street following extensive refurbishment, providing greater scope for its enlarged team of six to cater for its growing client base within the community.

French bankers miss a left turn and head to UK

Le Grand Depart has started early. High-earning Parisians who normally escape the French capital for the month of August have already crossed the Channel.

Power to Asia’s women

Yet few women in Asia make it to the top. Social norms undervalue girls and women, with sex-selection abortions resulting in an estimated 1.3 million girls per year not being born in China and India alone.

Wealth managers warn of erosion in investor rights

The ASX is proposing to lift the limit on how much companies worth less than $300 million can raise by issuing new shares.

Mondiale launches UK wealth management service

Included in the proposition is a multi-asset guaranteed capital investment vehicle that has proved hugely popular on the Continent, attracting some €36bn.

UBS will merge wealth mgmt, investment Offices - HZ says

Ulrich Hoffmann, currently head of operations in the wealth management unit, will lead the combined department, which will have 7,000 workers, the Swiss newspaper reported in a pre- release of an article to be published tomorrow.

‘Africa is very central to our strategy’ - StanChart

The strategic discussion at the beginning centered on how to enter each market. And we opened our doors in early 2007and the work and journey since then has been very.

The cost of acquiring a HNW client

Strategy consultants MDRC have today published a report on the cost of acquiring a HNW client.

Wealth and Asset Management