Managers of Wealth

Switzerland faces competition from Asian booking centers

Dubai emerges a fast growing asset booking centre

Switzerland admits being ‘attractive’ for money laundering

Switzerland has been facing pressure from several nations to share details of Swiss bank customers suspected of holding illicit funds

What marketers can learn from private banking and the Daddos

The only thing we did have in common is our lack of the need of anything approaching a private bank.

Caledonia Investments To Acquire Seven Investment Management

Seven Investment Management is currently owned by Allied Zurich Holdings Ltd and Aegon UK through 7IM Holdings Ltd.

Wealth Adviser: A Way to Differentiate Yourself From the Pack

Lack of patience leads to alternative failures

Six Must-Knows for Wealth Advisors in 2016

Traditional wealth management firms may be lagging behind their upstart rivals in client service, particularly in servicing the digital demands of today’s customers.

Natixis recasts EM unit in AUM push

Natixis has restructured its emerging markets business, bringing its staff into one new autonomous unit. The new business aims to triple its AUM within five years and is looking to increase its headcount in Singapore.

More money flies into Swiss banks

Deposits by Bangladeshis go up by 36pc; political unrest, poor investment scope seen as reasons

CAIS and Mercer Bring Institutional Private Equity Solution to Wealth Management

CAIS Meets Advisor Demand for Access to Private Equity Funds

Brokerages Keeping the Rich, But What About the Heirs?

The wirehouses hold 42% of the $11.3 trillion high-net-worth market

Wealth advisory firm opens Boston office

An investment management and wealth advisory firm for high net worth individuals and families, announced today the opening of its Boston office

UBS, Credit Suisse Should Build Up Crisis Buffers, SNB Says

UBS Group AG and Credit Suisse Group AG would probably suffer substantial losses in a financial crisis

HSBC Seen Losing U.K. Corporate Clients If Bank Leaves London

HSBC Holdings Plc risks losing U.K. corporate clients if it decides to move its headquarters out of London

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

Wealth and Asset Management