Managers of Wealth

Italy's Kairos joins forces with Julius Baer

Under the terms of the agreement, Kairos will acquire Julius Baer Sim, while the Swiss group will have a 20% share in the asset manager.

NFP Announces Acquisition of Fusion Advisor Network

National Financial Partners Corp. NFP +0.36% , a leading provider of benefits, insurance and wealth management services, today announced that it has acquired Fusion Advisor Network ("Fusion"), a leading provider of practice management and busin

The Real Loss For Jamie Dimon And JPMorgan Chase: Their Integrity

The disaster that has emanated from JPMorgan’s chief investment office continues to grow.

UHNW populations in France, Italy and Germany exceeds US$ 2.9 trillion

The combined wealth of the UHNW populations in France, Italy and Germany exceeds US$ 2.9 trillion.

58pc Of Americans believe rich deserve their wealth - poll

The findings come at a time when tax cuts for the rich, Mitt Romney's wealth and Occupy Wall Street have all been hot topics in the 2012 campaign cycle.

Wealth management poaching war escalates

The poaching war between Commonwealth Bank of Australia Ltd-backed Count Financial and Westpac Banking Group Ltd's BT Financial has taken another turn

Pandya wealth in Swiss banks — Real or illusions of grandeur?

Or is it another legend of the infinite Indian wealth that we believe are lying in the Swiss banks?

Swiss bank Reyl seeks U.S. clients despite tensions

Many Swiss financial firms have shed U.S. clients after tensions between U.S. and Switzerland rose following an investigation into 11 Swiss banks including Credit Suisse and Julius Baer.

Westpac targets higher wealth cross-sell

Westpac claims the highest wealth cross-sell among the big banks

Wealth of experience as new venture flourishes

THREE financial experts who were made redundant last year have joined forces to provide a wide range of wealth management services.

Another wealth manager joins forces with Cofunds

Cofunds will also provide a fully integrated automation solution for funds servicing

Geneva Bankers Tap Old Ties to Find New Riches Amid Arab Spring

Lombard Odier & Cie., Geneva’s oldest private bank, plans to double assets under management for Middle East clients to 10 billion to 15 billion Swiss francs ($15.7 billion) over five years, said Arnaud Leclercq, a partner in charge of the region

Barclays' Bob Diamond to forego £20mn bonus: chairman

Diamond was one of the world's highest paid bankers, earning a package worth £17.7 million last year.

Suitors gather as BSI and Merrill Lynch go up for sale

BSI had CHF77.7bn ($79.4bn) assets under management (AUM) in 2011, making its private banking business comparable in scale to the non-US wealth management unit of Bank of America Merrill Lynch with $90bn AUM.

Asia stands to gain as Barclays loses its head, and London loses its credibility

The emails clearly reveal that those concerned knew they were transgressing.

Ashcourt Rowan advice platform soon to go live

Through the platform clients will also be able to access Ashcourt Rowan’s research and best advice lists under a scaled pricing model.

Guernsey offering foundations alternative

The Guernsey Finance seminar, titled The Foundations Alternative, takes place from 4pm on Tuesday 18 September in the Stevenson Theatre at the British Museum, Great Russell Street. It will be followed by a drinks reception at 6pm.

Wealthy families may have more money than most but.....

While an overwhelming majority of those polled said their spouse/partner is comfortable with how financial decisions are made, 1 in 5 said that they feel their spouse/partner is stressed by their lead or participation in the process, with several notable

RBC offers low-price units for wealthy

They’re available across 31 funds, including RBC Funds, PH&N Funds, BlueBay Funds and RBC Corporate Class Funds.

J.P. Morgan launches outsourcing solution for advisers

JPM UK Adviser will offer a range of products and services to help advisers looking to outsource their investment solutions.

Wealth and Asset Management