Managers of Wealth

Peter Wuffli: «Why Reinvent the Past?»

The 61-year-old spent the last ten years dividing his time between a board mandate at Partners Group, a Zug-based alternative asset manager, and Elea, a foundation he and his wife set up in 2006.

National wealth of Cyprus on the rise

The country’s national wealth, the Gross Domestic Product, is gradually but steadily rising from the very low of €16.43 billion recorded in 2013.

Investec makes €20m gain from sale of wealth management wing to Brewin Dolphin

The combined businesses will become Ireland’s third largest wealth manager, with €4.6bn under management.

How Wealth Managers are Attracting the Ultra Rich

A key reason banks are interested in managing money for the ultra rich is profit.

Wealth management could soon cost less than you’d think

Costs are falling — but it still looks far more expensive than it should

IIFL Wealth hits the roof on listing

IIFL Wealth Management, the demerged entity of IIFL Finance

CII apologises for St James’s Place exclusive training deal

Qualification will now be available to all members during the pilot launch

Credit Suisse to charge wealthy for Swiss franc holdings

Swiss banks are looking to mitigate the costs of deepening negative rates, which result in them paying to park their excess cash with both the European Central Bank and the Swiss National Bank.

Warren's wealth tax could create compliance challenges

Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS

Michelin-starred chef Peter Fiori launches Coutts bank’s first ever cookbook

Proceeds from sale of the volume, by Coutts head chef Peter Fiori and called ‘The Skyline Garden Cookbook: From Harvest to Plate’, will go to The Felix Project for the next week.

As the rugby world cup kicks off, should you be investing in Japan?

Legg Mason Japan Equity is for those seeking the potential flair and class of an international winger.

Quilter lends £25m to fund deals as M&A accelerates

Quilter loans member companies the capital to fund purchases of other advice companies in its network and connects sellers with buyers without a charge and with the offer of a free valuation.

Investec issues profit warning as wealth restructure hits earnings

Investec has warned that profits over the six months to the end of September are likely to fall on ‘challenging’ conditions

UBS bets on China’s Nasdaq-style exchange to offset a ban in Hong Kong: sources

The contribution may reach 50 per cent as soon as next year, with the bank working on two first-time offerings that may raise up to three billion yuan (S$582.5 million), they said.

HSBC Plans PR Blitz to Win Over Beijing

Bank aims to ‘enhance reputation’ amid fallout from Huawei

Credit Suisse Eyeing UBS for New Chairman?

The move would represent a surprising twist in the 56-year-old's career.

UBS Advisor Named to Barron's 2019 List of Top Financial Advisors

This is Kilgroe's sixth consecutive year on the list.

Top private bankers, wealth managers feted

Night’s big winners include Citi Private Bank which wins 'Best Private Bank, Asia', Societe Generale which wins 'Structured Products House of the Year', and Yuanta Securities for 'Best ETF Provider'

Tilney and Smith & Williamson Announce Transformational Merger

Transaction will create the UK’s leading integrated wealth management and professional services group with over £45 billion of assets under management

Bond durations: what wealth managers recommend

Sanctum recommends a diversified portfolio of AAA-rated corporate bonds, banking and PSU bond funds, and short- and medium-term bonds.

Wealth and Asset Management