Managers of Wealth

Director stages management buyout at Glasgow wealth manager

We are grateful for the support and assistance provided by Clydesdale Bank

Wealth industry landscape set to alter dramatically

ANZ Banking Group sold its life insurance business to Swiss giant Zurich for $2.85 billion

Rathbones closes in on £40bn following healthy 14.3% AUM surge

The AUM in the group’s unit trust business hit a record £5.3 billion.

Equisoft enhances wealth management services

Thecompany provides banks, brokerage firms, mutual fund manufacturers and insurerswith cost-effective configurable solutions based on an extensive portfolio ofretirement planning tools.

Investing through disruption by Coutts

“We see changes in global trade, technological innovation and government policies as three key areas that, when combined, have the potential to fuel significant change ”

Management Musical Chairs At Swiss Banks

Fierce competition among Switzerland banks for the world's wealthiest clients leads to leadership shake-ups.

Julius Baer Seals Italian Deal

Kairos represents Julius Baer’s exclusive gateway to the attractive Italian domestic wealth management market.

Bordier Group underlines commitment to sustainability and the deep-sea environment

Exploration is focusing on the so-called Twilight Zone – sea beds situated between 50 and 150 metres below the surface level

Liontrust AUM up 9.5% in quarter

'We have expanded further our investment teams with the recruitment of David Roberts, Phil Milburn and Donald Phillips.

Mercer Advisors Acquires RIA

The firm has previously been named to Worth Magazine's list of Top Financial Advisors and Bloomberg Wealth Manager's list of Top Wealth Managers.

Credit Suisse's Historic Sleight of Hand Over UBS

The news followed an artful and bitter takeover battle between two titans, which reads to their rivalry today.

SJP creates pension transfers guide

The brochure also explains the financial concepts involved in DB transfers, and signposts the clients to speak to their advisers in case of further questions.

What to Look for in a New Third-Party Service Provider

It is your responsibility as a fiduciary to conduct thorough due diligence on any service provider prior to signing a contract.

Julius Baer Still Hasn't Turned a Profit in Germany

When he said that he wanted to return first profits on a monthly basis as early as 2014, he met surprise.

Updates to the Cayman Islands Beneficial Ownership Regime What

The amending legislation introduces certain key changes to the BOR.

Boutique asset managers set to merge forming $2.3bn business

The firms said that 'in line with the shared boutique philosophy', the combined business will remain employee owned.

Corporate Recruiter Swaps Swiss Banks

The fight for wealth management talent in Asia is well documented. Now, even in-house recruiters are in demand, with one leaving UBS for a hometown Swiss rival

Leading Swiss private banking group to sponsor Zurich E-Prix

The electric street racing series will be bringing circuit racing back to Switzerland for the first time in over 60 years

Wealth manager hits the acquisition trail again

The acquisition is expected to contribute approximately £170,000 of recurring revenue to the company.

Mattioli Woods eyes more buys as assets hit £8.3bn

Gross discretionary assets under management have reached £2 billion, up from £1.6 billion in the figures released in September.

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Wealth and Asset Management