Managers of Wealth

Role reversal: How advisers stole a march on high-net-worth market

Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients

Ex-England cricketer launches investment firm

Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses

China slows wealth management product issuance amid tightened regulation: report

China's fast-expanding wealth management industry has been considered a source of financial risk, as off-balance-sheet WMPs channel deposits into risky investments without enough regulation.

Asia catches the sustainable investment bug … at last

The region is late to the party, but with much ground to catch up on and demand from both governments and investors, there's ample room for growth

Seven Tips For Protecting Clients From Elder Abuse

How many of your clients fit into these vulnerable demographics, and how many of them have plans in place to protect themselves from exploitation?

Slow adoption of technology hurts asset managers

Money managers at risk of losing market share to digitally savvy disrupters

Wealth Management Data Startup Addepar Raises $140 Million

Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.

How to service Chinese wealth as it goes global

They face similar succession issues as individuals from many other countries.

British Overseas Territories and Crown Dependencies - Disclosure of beneficial ownership and control

This will affect companies and other legal entities incorporated in the Isle of Man, Cayman Islands, BVI, Anguilla, Gibraltar, Jersey and Guernsey. Arrangements will come into effect on 1st July 2017.

ERI wins prestigious award

We are proud to have been voted the winner of this prestigious award

Private Banker award winners announced

The awards, presented in London on Thursday evening, celebrate the best among the private banks serving wealthy clients across the UK and Europe.

'Behind every business there is a family' by Penny Lovell

The process began with the nominations at the end of 2016 and shortlists were announced in January. Judges then descended upon the offices of Farrer & Co LLP in early spring to deliberate over the entries.

Credit Suisse to cut further 1,500 jobs in cost-cutting drive

The intention is to reduce headcount in the UK further to 5,000 by the end of 2017, according to industry sources.

The Coming Challenges For Asset Managers And Financial Advisors

We asked a nationally recognized financial services communications expert and business consultant for his real-world perspective on major challenges and trends in the financial services industry.

High-net-worth wealth managers can't survive the digital age on just 'their name and wood paneling'

After his presentation he told Business Insider that the majority of high-net-worth money managers are ignoring Wall Street's wave of digitalization.

Citigroup Expands Asia Digital in Bid to Reach Affluent Clients

The retail division currently has about 400,000 affluent clients in Asia, with assets ranging from $100,000 to $10 million.

Treat Customers Fairly Charter for Private Wealth Management Industry

The Charter incorporates five high-level principles together with examples of measures to guide PWMA members in their implementation.

Guernsey Trust & Company Focus - June 2017

Review of recent news and upcoming events from Guernsey's international finance centre.

China Wealth Market Report Challenges, Opportunities & HNW Investors 2017

The average portfolio is heavily invested into cash and near-cash products and property, and this is not expected to change in the near future.

UBS sells wealth management operations in Netherlands

The transaction also comprises the products and services of the Netherlands branch of UBS Europe SE.

Wealth and Asset Management