Managers of Wealth

Goldman Creates New Consumer & Wealth Sector

Under the new reporting structure, the investment management division has been renamed asset management and will exclude wealth management and most lending revenue.

UK wealth manager makes second acquisition

Firm says it will continue to pursue more deals in 2020 and is already being approached

Investec to accept search indemnity insurance on HNW deals

In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.

deVere Europe backs Rainbow Trust in new charity alliance

The consequences of the situation can ripple throughout the family. And this is where the incredible, life-enhancing work of Rainbow Trust comes in.

Three New Year's resolutions for the wealth management industry

Having predominantly catered to a historically male audience, wealth managers and their services have evolved over the years in a way which is often unappealing to women.

Impax inflows double as sustainability demand ‘never been stronger’

Impax Asset Management reported a 112% surge in net inflows in the fourth quarter, saying client demand for sustainability investment strategies has ‘never been stronger’.

The 7 Biggest Threats Facing High Net Worth Families Today

From computer hackers to resentful relatives, more money can mean more problems. The good news: You can do something about it.

BKB says money laundering claims are ‘unfounded’

The scandal also implicates Guy Lachappelle, who became president of Raiffeisen in 2018 after eight years at BKB

Somerset Capital Management to manage St James's Place Global Emerging Markets Fund

The lead manager will be Edward Robertson, a seasoned emerging markets investor and one of the co-founders of Somerset Capital Management.

What wealth managers can learn from family dynamics

The next generation of clients, with their need, desire and drive to make a difference, look set to bring to the wealth management industry the disruption that technology has yet to trigger.

APAC Monthly Private Wealth Legal Developments

The jurisdictions covered in the update are Hong Kong, Singapore, China, Taiwan, Japan, India, Malaysia, Indonesia, Thailand and the Philippines.

Broker picks Brooks Macdonald as top 2020 growth play

Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.

Columbia Threadneedle drops performance fees on absolute return range

The asset manager said it wants to offer clients a straightforward fee structure

ZEDRA Group and Corsair Capital Announce Close of Transaction

ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.

Wealth Dynamix Teams Up with Management Consulting Leader

The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Gen

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Wealth and Asset Management