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
Wealth and Asset Management
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
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
SEI Partners with Vested EMEA
Both firms are committed to rigour and efficiency in the workplace
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
Do your children like your wealth manager?
Many managers struggle to relate to the younger generation
05/24/2019
Home bias remains an issue among wealth managers
Follows UK investors' heavy weighting towards UK assets
05/24/2019
“How personal journeys... can be channelled to foster innovation” Leadership worthy of the UN
Now this work has awarded her a PHD from the Oxbridge group, an achievement which I think anyone would agree, is pretty extraordinary.
05/24/2019
Credit Suisse Makes it Rain
Credit Suisse CEO Wins Pay Hike
05/24/2019
Podcast: Wealth managers, transferring pension products and where Britain’s wealthy live
FT Money writers discuss this week’s personal finance news
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.
05/24/2019
International rugby player trains to be financial adviser
He came to the UK when we was 25 and said he was "completely unaware" of Isa and pension allowances and, although he did invest in property, he said he "wasn’t as shrewd as maybe I could have been".
05/23/2019
AJ Bell shrugs off Brexit angst with 27% leap in profits
Wealth manager’s shares have rallied sharply since its IPO last year
05/23/2019
Here’s the 1st rule of Geneva private banking — don’t live in France
“Obviously, there are some security reasons,” Yves Mirabaud, chairman of the Association of Swiss Private Banks, said in an interview.
05/22/2019
Sanlam Global High Quality Strategy exceeds £1 billion in Assets under Management
The success of the fund has been recognised through an array of prestigious industry awards.
05/22/2019
Aviva Investors' £1bn fund manager loads up on SJP and Schroders
SJP accounted for 3.12% of the fund and Schroders 2.2% at the end of April.
05/22/2019
The First Rule of Geneva Private Banking: Don't Live in France
Code has gained attention after UBS’s record fine in France
05/22/2019
Scheduled Trading Update
The group delivered a solid performance in the period.
05/22/2019
German private bank wants to take over Bankhaus Schilling
The acquisition is subject to successful completion of the audit, final settlement and required approvals.