Managers of Wealth

Seventy2 Capital Wealth Management acquires CBC

Hemphill said: “I’m excited to be a part of a team that has expertise in both wealth management and 401(k) retirement plans."

Spear's Philanthropy Award

The Spear’s award represents a hat trick for the bank.

Allianz Life Partners With SS&C’s Black Diamond Wealth Platform

Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System

Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance

And social media has given them a platform from which to broadcast their opinions, including dissatisfaction about firms that fail to meet expectations.

Intertrust awarded Trust Company of the Year at the Wealthbriefing MENA awards

The award sets Intertrust apart from its peers and is a recognition of the developments that the company has made in the region over the past 12 months.

A mature and sensible democracy would ask questions about the efficacy of government spending, as opposed to simply engaging in acts of chest-beating machismo over the size of the national chequebook.

Leaked document reveals the UK’s priciest wealth managers

It is notoriously difficult to compare these, as each firm will levy different fees.

Here’s Why Millennials Are the Holistic Wealth Generation

Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.

Lombard Odier named Private Bank of the Year

Lombard Odier beat off stiff competition to win the ‘Private Bank of the Year (International)’ title from three other shortlisted banks: Goldman Sachs, UBS and Nedbank Private Wealth.

Tilney wins again at the FT awards

Tilney was also named Best Wealth Manager for Tax Services.

The wealth management industry needs to innovate

Wealth managers have invested heavily in their ability to offer the latest and most newsworthy technologies.

Geneva WM launches fund

Horizon Capital already offers two other funds: the Horizon Capital Fund – European Trade Finance and the Horizon Capital Fund – Asian Trade Finance.

The Changing Face of Wealth Management Customers

High-net-worth individuals, families and their advisers must be prepared for the changes and responsibilities associated with this wealth transfer.

Philip Taylor wins Trustee of the Year in Citywealth Future Leaders Awards

The awards recognise and champion young professionals in the wealth sector

Marketing Private Aviation to the Highest Tiers of Wealth

The market segmentation process begins with a wealth screening and determining net worth, followed by the development of research-based marketing strategies