Managers of Wealth

Sanlam and Thesis: why Love Island has it all wrong…by Penny Lovell

I’ve been thinking about what it is that makes a relationship work.

GAM to start job cut talks in January 2020 and reduce bonuses

This process doesn’t envisage any changes to investment teams.

Wealth firm to seal four deals as it embarks on new chapter

Harwood Wealth Management reveals it has signed ‘heads of terms’ for four acquisitions a few weeks after it announced US private equity giant Carlyle Group was buying the business for £90.7m.

Wealth consolidator's profit jumps 80% on buy spree

AFH Financial moved further beyond the £6bn mark after spending a little more than £30m on eight acquisitions over the year.

Quilter CFO on creating value through deal-making

Mark Satchel reveals in an interview how undertaking numerous acquistion and disposals helped him become the finance chief of the FTSE-250 wealth manager.

Bank of America adds advisors to cater to the ultra-wealthy

The wealth division, which caters to individuals with at least $3 million to invest, added 64% more households in 2019, helping the unit end the year with a record of $288 billion in assets under management.

SJP: IFAs need to ‘educate’ to recruit new advisers

“That’s our challenge: that group of people have to be engaged.”

Why UBS's Wealth Management Operations Remain Key To Its Prosperity

We find that wealth management is the most important segment for the bank – accounting for more than half of the bank’s revenues.

It will get tougher for the rich in US

They had a party going all through the last decade and it’s coming to an end

KBL epb rebrands as Quintet

The pan-European private banking group as a whole has been renamed “Quintet Private Bank.”

St. James's Place appoints new brand agency – Landor

The agency has been chosen as part of a holistic, ongoing project to further progress St. James’s Place’s reputation as a recognised and respected financial advice business.

Caution's The Investment Watchword For UOB Asset Management

It agrees with the International Monetary Fund that has forecast global real gross domestic product to grow by 3.4 per cent in 2020.

UBS Wealth Bankers Get Dose of Credit Suisse Tonic in Khan Plan

Star hire is dismantling units and cutting hundreds of jobs

GAM warns profits to tumble as assets shrink

This results in expected total group AuM of approximately CHF 132 billion2 as at 31 December 2019 compared to CHF 132.2 billion1 as at 31 December 2018.

Peter Hargreaves uses £100m HL stake to create charity business

Peter Hargreaves is planning to set up a £100 million charitable foundation financed through shares in the stockbroker bearing his name.

Orchard Street acquires London industrial estate for UK wealth manager

The four units – situated on a seven-acre site within Chessington’s industrial estate on Cox Lane – is fully-let to three tenants.

Where JPMorgan Sees the Best Alternative Bets

And where its quant strategists see a bubble building.

Goldman Reveals It’s Still A Small Player In Pursuit Of Wealthy

Goldman’s new focus on wealth management and consumer banking is part of his effort to make it less reliant on trading revenue and more responsive to financial trends such as the boom in alternative assets.

Investors pull half a billion from Brooks Macdonald

The results also showed investors pulled £235m from the company's discretionary fund management service.

Citi private banking revenue eases in fourth quarter

On the whole, Citi had a total revenue of $18.4bn in the fourth quarter of 2019.

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Wealth and Asset Management