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PwC appoints Elizabeth Stone as UK asset and wealth management leader
PwC has appointed Elizabeth Stone to lead its asset and wealth management practice in the UK. She replaces Mark Pugh, who has been in the role since 2014. Elizabeth has led PwC’s asset management tax team since February 2013, has been with PwC for 17.

Commonwealth Bank eyes sale of asset management business after offloading life insurance arm for $3.8 billion - Herald Sun
CBA could raise $4 billion from fund manager float The Sydney Morning Herald.

First Busey Corporation and Mid Illinois Bancorp Announce Election Deadline - Nasdaq
Trevett Capital Partners, a wealth management division of Busey Bank, provides asset management, investment and fiduciary services to high net worth clients in southwest Florida. The wealth management professionals of Trevett Capital Partners can be&nbsp.

Wealth-building strategies financial advisers won’t talk about
Financial advisers who charge a fixed percentage of your assets want your investment portfolio to be ... notes Ohio financial adviser Don Roork of AssetDynamics Wealth Management. “When we grip our money tightly and are closefisted, we are letting.

Mary Callahan Erdoes - Fortune - Fortune
JPMorgan Chase's asset and wealth management business, led by Erdoes, hit a record $2.5 trillion in client assets in 2016. In addition to bringing in $12 billion&nbsp.

Beacon Capital Management Named to "Wealth Management Magazine's" Ten Fastest Growing RIA Firms
has been named to Wealth Management Magazine's 2017 Ten Fastest Growing RIA firms. The 10 U.S.-based RIAs on this list have seen the most acceleration, growing their assets under management at record rates over the last 6 1/2 years, according to Discovery.

Associated Banc-Corp to acquire Chicago wealth management firm
The purchase price has not yet been disclosed. Whitnell & Co. has about 25 employees and approximately $1 billion in assets under management. The company provides wealth management and multi-family office services for affluent families, including financial.

Mohamed El-Erian: In Investing, the Journey Is Not the Destination - WealthManagement.com
WealthManagement .com: What are the most interesting developments you've seen in the investment business during your career? Mohamed El-Erian: The most memorable, of course, is the global financial crisis—both the period ... MEE: Institutionally, I.

BNY Mellon Investment Management Announces Sale of the CenterSquare Business to CenterSquare Management ... - Markets Insider
BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers , with $1.8 trillion in assets under management as of June 30, 2017. It encompasses BNY Mellon's affiliated&nbsp.

Wealth Managers in Hong Kong Face Falling Margins - Wall Street Journal (subscription)
HONG KONG—With some of the highest incomes in Asia and a growing population of elderly residents, Hong Kong should be a target-rich environment for the wealth - management industry. But gathering up local assets is getting harder for wealth managers &nbsp.

SunTrust Expands its Private Wealth Management Business to New ... - Markets Insider
ATLANTA, Sept. 20, 2017 /PRNewswire/ -- SunTrust Banks, Inc. (NYSE: STI) is establishing a Private Wealth Management office in New York City. Robert Weiss&nbsp.

Beacon Capital Management Named to "Wealth Management Magazine's" Ten Fastest Growing RIA Firms with Ten-Year Growth of 837%
has been named to Wealth Management Magazine's 2017 Ten Fastest Growing RIA firms. The 10 U.S.-based RIAs on this list have seen the most acceleration, growing their assets under management at record rates over the last 6 1/2 years, according to Discovery.

How to invest in the 'New China' - Financial Times
Chinese equity funds have been the best-performing asset class for UK investors in the year-to-date, and plenty of emerging market and global equity managers are excited about the market's long-term growth prospects. ... In August, the International.

Domestic Asset-Protection Trusts Explained - WealthManagement.com
Settlors should only fund DAPTs with assets having a long-term need horizon. This is particularly true for securities assets that, by nature, require careful management . Also, long-term investment is consistent with the concept that withdrawals from a.

Manulife launches PH asset management arm | Inquirer Business - Inquirer.net
Manulife Asset Management and Trust Corporation launches new funds in the Philippines TheAsset.com (registration.