Managers of Wealth

Distinction between private and institutional clients is fading

This convergence shows in several ways.

Family business wealth and protecting it on divorce

When a couple divorce and there is family business wealth in common, protecting that wealth requires special consideration. Charmaine Hast of lawyers Wedlake Bell offers some analysis

New specialist finance provider appoints VAS Group

Its property financing service offers the full range of property finance facilities, and aims to build long-term relationships with clients and introducers, bringing a bespoke private banking philosophy to the specialist finance market, it says.

UK wealth manager makes first foray into US

Deal will give it the ability to ‘scale and cross-sell its services internationally’

Half-year Profits Surge For Wealth Management Firm

The company's revenues also jumped 61 per cent from £22.7m to £36.6m.

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.

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.

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”.

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.

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

Boutique Wealth Managers Attract Asia's Billionaires

The trend is gaining momentum in Asia at a time when the overall individual wealth is growing.

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.