Search for Wealth Management and
  1. July 27, 2014

    C. Hoare poaches clients from big banks with its ‘boring’ image

    A small UK private bank that is “proud to be boring” has poached several hundred new clients from big rivals such as RBS and...

  2. July 23, 2014

    Long-term returns boosted by illiquidity

    And then there were four. Followers of the dialogue between financial academics and investors will know there is agreement...

Special Reports

  1. Family Office

    How multi-family offices are preserving funds to pass on to the next generation...
Search more Special Reports on this topic.

  1. July 17, 2014

    UBS retains wealth management crown as assets rise 15 per cent

    UBS’s decision to focus on wealth management paid off last year as the Swiss bank retained its position as the world leader...

  2. July 16, 2014

    BlackRock: bouldering on

    BlackRock The juggernaut that is BlackRock rumbles on. A net inflow of $38bn in the second quarter brought the total that...

  3. July 13, 2014

    Barclays Wealth exodus of high-profile staff continues

    Barely a month passes without news of another senior departure from Barclays Wealth. The unit, which manages £200bn of...

  4. July 6, 2014

    Goldman muscles in on Europe’s private banks

    Goldman Sachs is expanding its European wealth management business to offer loans to rich clients in a move that is taking...

  5. June 28, 2014

    Cost of living life of luxury in London falls

    The cost of living a life of luxury in London has fallen, reflecting a strong pound and keener prices for upmarket products...

  6. June 25, 2014

    Nutmeg plots pension expansion

    Online wealth manager Nutmeg aims to launch a range of personal pensions in September to take advantage of the more flexible...

  7. June 20, 2014

    Equities’ great survivors and the value of compounding

    I’ve been giving some talks on investment on a cruise from Venice to Mykonos. I’ve learnt a few things. First, cruising...

  8. June 18, 2014

    Asia set to overtake North America in wealth stakes

    Asia is on the brink of overtaking North America as the largest wealth management market in the world, as growth in the...

  9. June 13, 2014

    Investor distrust drives rise in cash holdings

    It is an immutable truth of investing that you should sell at the top and buy at the bottom. And it is almost as immutable a...

  10. June 11, 2014

    Is ‘smart beta’ smart enough to last?

    How smart is Smart Beta really? Does it depend on Dumb Beta staying dumb and never wising up? Those lucky enough not to...

  11. May 21, 2014

    Hard sell: why fund managers underperform

    Here is the good news. On the whole, fund managers who are good at working out which stocks to buy, and when, are not...

  12. May 13, 2014

    Brewin Dolphin to take £32m hit due to software glitch

    Wealth management company Brewin Dolphin is set to take a £32m hit after uncovering “issues” with computer software it was...

  13. May 12, 2014

    Britain needs local authority pension revolution

    It’s official: paying active managers to pick stocks is a waste of money. Who says so? The UK government, which is...

  14. April 29, 2014

    Global investors look to increase risk exposure

    Institutional investors around the world plan to reallocate their portfolios in the next year by adding equities and...

  15. April 20, 2014

    Investors should be wary of creeping hedgefundification

    With the relentless march of index investing and exchange traded funds, it can be easy to imagine the traditional active...

  16. April 14, 2014

    Is ‘smart beta’ the latest magic money tree?

    Investors are always on the lookout for a magic money tree. The latest candidate for that label has been dubbed “smart...

  17. April 3, 2014

    Rothschild edges closer to assets under management target

    Edmond de Rothschild said it had increased its assets under management and operating profit last year, as the private...

  18. April 1, 2014

    Rathbones boosts assets by £2.8bn buying private client managers

    Rathbone Brothers has boosted its assets under management by £2.8bn with two acquisitions, as the British wealth manager...

  19. March 27, 2014

    Wealth managers rethink game plan

    Tunstall Town 2, Betley Reserves 1. As football results go, it’s not exactly up there with Valladolid’s recent 1-0 defeat of...

  20. March 19, 2014

    UK and London top global millionaire rankings

    More millionaires migrated to the UK between 2003 and 2013 than to any other country worldwide, and London topped the...

  21. March 17, 2014

    DBS buys SocGen’s Asia private banking business

    DBS, southeast Asia’s biggest bank by assets, has bought the Asia private banking business of Société Générale for $200m in...

  22. March 12, 2014

    Active fund managers are closet index huggers

    How active is your fund manager, and what chance do they really have of beating the market? These questions are linked. A...

  23. March 6, 2014

    Bargains running out for value investors

    Who doesn't love a bargain? But as US stocks break fresh record highs and European equities are now more expensive than at...

  24. March 3, 2014

    Belief in easy money boosts active funds

    The decline and fall of Mt Gox, the Tokyo-based Bitcoin exchange, is a cautionary tale for our time. It speaks to the fear...

  25. February 27, 2014

    Fund investors find small is beautiful

    Size matters. And when it comes to active investment management, there is a strong case for small rather than big as the...

  26. February 13, 2014

    Active fund managers welcome return of volatility

    It is the year of the stock picker, or at least that is what stock pickers are saying. These active fund managers tend to...

  27. February 11, 2014

    Tages Capital and La Française to merge fund of hedge fund units

    Two continental Europe-focused investment managers, Tages Capital and La Française, are to merge their fund of hedge fund...

  28. January 27, 2014

    UK funds geared up for fees price war

    Asset management is one of the most profitable businesses going, despite its ups and downs since the financial crisis....

  29. January 23, 2014

    St James’s Place to maintain advice fees

    The chief executive of St James’s Place, David Bellamy, has dismissed the risk of any encroachment by low-cost investment...

  30. January 16, 2014

    Correlation breakdown spells end for broad stock market gains

    Tight-knit relationships that have defined the US equity market’s five-year bull-run are breaking down as investors look to...

  31. January 15, 2014

    Digital shift drives wealth management practices

    “If we command our wealth,” wrote Edmund Burke, “we shall be rich and free. If our wealth commands us, we are poor indeed”....

  32. January 15, 2014

    Investment industry faces up to risks of more transparency

    More than 500,000 people woke up on Wednesday morning to find a letter on their doormat detailing far-reaching changes to...

  33. January 9, 2014

    Shrinks with cash on the couch

    After completing his doctorate in clinical psychology in 1999, Brad Klontz had $100,000 of debt in student loans. “I was...

  34. January 8, 2014

    Investment trusts trounce the competition

    This is the season for judging fund managers. In general, 2013 was a fantastic year for anyone investing in equities in the...

  35. January 7, 2014

    Banking rivalries: Zurich rivals follow similar strategies

    Before the financial crisis, the wealth management division of UBS was considerably larger than its rival at Credit Suisse....

  36. January 6, 2014

    Bin the crystal ball and follow the money

    However tempting it might be to look at those year-end league tables of 2013’s best and worst performers, resist it....

  37. December 17, 2013

    Reforms spur wave of wealth manager takeovers

    Takeovers of wealth management companies have reached “fever pitch” this year with more than $8bn being spent, and nearly...

  38. December 15, 2013

    Cyber criminals steal via wealth managers

    Cyber criminals are increasingly hacking into the systems of wealth managers in order to steal money from better-protected...

Search for Wealth Management and