Managers of Wealth

Swiss bank UBP to take on between 60-70 percent of Coutts' client money - CEO

The acquisition of Coutts International will add around 30 billion Swiss francs

Wealth Adviser: Keeping the Heirs’ Inheritance In-House

The major brokerages may be ceding market share to the independent channel, but industry stalwarts Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and UBS continue to be prime destinations for high-net-worth investors.

Finding Common Ground On Your Family's Reputation Management Strategy

This can help ensure a smooth intergenerational transition in the process.

Billionaire Sets Sights On German Private Bank

Chinese holding group Fosun International is one of the parties involved in the takeover discussions, one source close to the discussions said separately.

The Credit Conundrum for High-Net-Worth Individuals

Credit has become an incredibly important aspect of a financial profile

JPMorgan's Jimmy Lee, a legendary rainmaker, dies

Lee was one of the first bankers to break up big corporate loans into small pieces to sell to other banks, an innovation that helped fuel the leveraged buyout boom of the 1980s.

Merrill to Ready Clients for Account Changes

Merrill Lynch is preparing to send a missive to clients, saying that any fee-based accounts not transitioned onto its new advisory platform–Merrill Lynch One–by year’s end will be converted into commission-based accounts, Wealth Adviser

Weaker Rand Won’t Stop South Africa’s Rich List From Growing

A weaker South African Rand will not hamper the growth of the country’s rich list

UK's first new private bank in 30 years opens doors

The UK's first private bank launch in 30 years has been given the regulatory green light.

Ex-UBS director speaks of Latin American network

Gibaud told Argentina’s state news agency Telam, that some thirty individuals were involved in recruiting Latin American clients in Argentina.

Wealth Specialist Ledbury Rebranded

Continues to operate from the London office under the new brand.

Jamaica pushes as home to HSBC HQ

British banking giant, HSBC, is considering relocating its headquarters out of the UK, and one Caribbean state is now vying for the spot

Mirabaud Confirms its Commitment to the GCC

Mirabaud Asset Management, the investment management arm of the Mirabaud Group, is bullish on the growth of GCC equities

Guernsey private wealth news

Review of recent Guernsey private wealth news and details of our upcoming events.

Three Strategic Components Often Needed To Build A Remarkable HNW Professional Practice

The wealthy constitute one of the most lucrative markets for a broad array of professionals such as financial advisors, insurance agents, lawyers, business coaches, bankers, and accountants.

Persistent Industry Challenges and Needs of Younger HNWIs Are Changing the Role of Wealth Managers

Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business

Schroders launches BSP Credit strategy on GAIA platform

Investing primarily in global high yield corporate credit with a focus in the US, the fund will aim to generate attractive risk-adjusted returns in both up and down markets and provide investors with an absolute return of 5-7% per annum.

Wealth Managers Should Go Digital to Tap $222 Trillion, BCG Says

The wealth management industry has arrived at an inflection point. While one group of players seems to be guarding the status quo, another group is seizing the moment.

Key Leadership Traits for Family Business Successors

Hard work and education can help strengthen these qualities in your clients

Wealth transfer concerns dog shared-risk design

As an alternative defined benefit plan, a relative few sponsors have introduced a shared-risk design of variable or flexible benefits,

Wealth and Asset Management