Managers of Wealth

Julius Baer U.S. Tax-Probe Finale May Spur Dealmaking: Real M&A

Julius Baer Group Ltd. should have cash to purchase rivals even as it prepares to settle a four-year probe into tax evasion by the U.S. Justice Department.

Julius Baer U.S. Tax-Probe Finale May Spur Dealmaking

Julius Baer Group Ltd. should have cash to purchase rivals even as it prepares to settle a four-year probe into tax evasion by the U.S. Justice Department.

Standard Chartered announces new regional and business structure

Africa & Middle East to form part of new regional business structure

Top Swiss Bank Julius Baer Enters Mexico Predicting Wealth Surge

The current management team will continue to lead the business independently with the same staff and pursue the same client-focused strategy

Independent trust compan calls on Jersey trustees to encourage clients to support local charities

Independent trust company is calling on fellow Jersey trust businesses to encourage their clients to support local charities as part of their wealth management strategy.

Morgan Stanley ‘Very Comfortable’ With Size of Its Wealth Business

With head count down slightly, the pretax profit margin rose to the company’s target range

What effect the end of banking secrecy?

Ending banking secrecy in Luxembourg on January 1 2015 has had a significant effect.

Sticking to what you know to breed private banking success by Peter Flavel

“It probably takes five to seven years to grow a good young private banker,” he says, “and it requires deep pockets.”

Vontobel Asset Management launches institutional mutual funds

Launching these institutional mutual funds is a significant initiative for Vontobel.

UBS CIO Mentoring Blockchain Startups

Apart from the blockchain startups, Bussmann is guiding social media analytics firms such as Datasift and Singular Intelligence.

GoldCore confirms management buyout of wealth division

Company will focus on precious metals brokerage and storage offering

Leading Sydney financial adviser joins Fitzpatricks Private Wealth

We are delighted that Ross has chosen Fitzpatricks as his licensee of choice.

HEDGE FUND INTERN: A 'monkey' could be a junior banker at a place like Goldman Sachs

Sharp young Wall Streeters are increasingly finding ways to avoid doing time at investment banks.

Laser-focused on wealth management – Abberley

That said, the firm is committed to becoming a fully vertically integrated wealth manager

Wealth Adviser: Not Enough Advisers Plan Endgame

More financial advisers need to practice what they preach to clients.

Lion City to shed some private banks

Competition between Singaporean private wealth players and foreign groups is roaring in the Lion City but only the fittest will survive.

Ex HSBC boss 'we didn't get it right' on Swiss bank

Former HSBC boss Lord Green has admitted the bank "didn't get everything right" when buying the Swiss private bank at the centre of a tax evasion scandal.

UBS China to Open Shanghai Branch This Year

Building a strong franchise in China is a priority as the world’s largest money manager to the rich endeavors to raise its profile.

Thiam Should ‘Squeeze’ Bank Before Tapping Owners, Herro Says

Credit Suisse Group AG Chief Executive Officer Tidjane Thiam should avoid tapping investors for funds by getting more out of the company first, said one of the bank’s biggest shareholders.

Charles Stanley completes sale of securities division

In a brief stock market update, the company said the deal, which is for an undisclosed sum, was officially signed off earlier this morning.

Wealth and Asset Management