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SEI Partners with Vested EMEA

Both firms are committed to rigour and efficiency in the workplace

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.

Do your children like your wealth manager?

Many managers struggle to relate to the younger generation

Home bias remains an issue among wealth managers

Follows UK investors' heavy weighting towards UK assets

“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.

Podcast: Wealth managers, transferring pension products and where Britain’s wealthy live

FT Money writers discuss this week’s personal finance news

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.

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".

AJ Bell shrugs off Brexit angst with 27% leap in profits

Wealth manager’s shares have rallied sharply since its IPO last year

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.

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.

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.

The First Rule of Geneva Private Banking: Don't Live in France

Code has gained attention after UBS’s record fine in France

Scheduled Trading Update

The group delivered a solid performance in the period.

German private bank wants to take over Bankhaus Schilling

The acquisition is subject to successful completion of the audit, final settlement and required approvals.

The Next Big Thing

This influences investment as most equity portions of portfolios are significantly exposed to western businesses.

Sanlam Global fund announces £1bn in assets under management

"The market volatility of the past year provided notable challenges, but it was a chance for the strategy to once again prove its metal.

Barclays and Brewin big winners at CISI’s 26th annual awards

Barclays topped the charts with four winners, with Brewin having three winners, as did Schroders.

Deutsche Bank Staff Warned Executives About Suspicious Activity in Trump and Kushner Accounts

But executives at Deutsche Bank, which has lent billions of dollars to the Trump and Kushner companies, rejected their employees’ advice.

Wealth and Asset Management