05/28/2019
UK wealth manager makes first foray into US
Deal will give it the ability to ‘scale and cross-sell its services internationally’
Wealth and Asset Management
05/28/2019
Half-year Profits Surge For Wealth Management Firm
The company's revenues also jumped 61 per cent from £22.7m to £36.6m.
05/28/2019
SJP vows to stick with Woodford
Mr Woodford’s remit in managing separate funds for SJP clients differs from the way he manages the Woodford Equity Income and Income Focus funds that are available to non-SJP clients.
05/28/2019
Lu Weiding Named the Most Generous Chinese Philanthropist
Lu Weiding and his family has a net worth of US$6.5 billion, according to Hurun’s estimate.
05/28/2019
UK wealth manager seals US strategic partnership
The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.
05/27/2019
Phoenix Financial PR is ‘UK - Boutique Media Relations Consultancy of the Year (Asset / Wealth Management)’
This is the second successive year Phoenix has collected the ACQ5 award.
05/27/2019
Goldman Sachs to speed up push into US wealth management
Acquisition of United Capital part of effort to take on Schwab and Morgan Stanley in $28tn market
05/27/2019
Boutique Wealth Managers Attract Asia's Billionaires
The trend is gaining momentum in Asia at a time when the overall individual wealth is growing.
05/27/2019
Asian billionaires spruce up demand for boutique wealth managers
As a result, more and more private banks are also leaning on boutique managers to boost their assets in a region which is seeing the fastest billionaire population growth in the world.
05/24/2019
Brexit and beyond: wealth management in an era of political risk
A Corbyn-led government is a key concern for many clients, say managers
05/24/2019
Wealth managers adapt to appeal to female clients
Women still feel unwelcome in an industry full of jargon
05/24/2019
Wealth Adviser 2019 - The Winners
The awards were determined by the votes of Wealth Adviser's readers
05/24/2019
Melinda Gates is funding this Wall Street rebel who is teaching women to invest and stick it to the banks
Sallie Krawcheck held top posts at Citigroup and Merrill Lynch but was pushed out from both.
05/24/2019
Julius Baer assets hit record as money inflows pick up
After a soft start to the year, net new money growth accelerated towards the end of the period
05/24/2019
Do your children like your wealth manager?
Many managers struggle to relate to the younger generation
05/24/2019
Credit Suisse strategy head nominated to lead banking association
He has held his role as vice chairman of the ZBV since 2015.
05/24/2019
Credit Suisse Makes it Rain
Credit Suisse CEO Wins Pay Hike
05/24/2019
South Africa’s Old Mutual suspends CEO after ‘breakdown in trust’
Moyo’s suspension comes just under a year after the listing of Old Mutual Ltd following the disentangling of the 173-year-old group’s conglomerate structure last year.
05/24/2019
George Soros Buys Stake in Troubled Asset Manager
Soros bought the stake after shares of GAM had lost almost three quarters of their value following the suspension of star fund manager Tim Haywood.
05/24/2019
Lighthouse and Quilter advisers look to exit
The £46.2m deal will see the formation of an advice giant as big as rival St James's Place as Lighthouse's 400 advisers join Quilter's network Intrinsic, bringing total adviser numbers in the business to 3,900.