Managers of Wealth

Mario Bassi: «Australia – The Graveyard of Private Banking?»

Are only the local banks struggling with private banking? No

Yves Robert-Charrue: WMPartners Management Committed to Stay

WMPartners integration is very doable

Tata Trusts takes digital route for philanthropy

Be it efforts to empower rural women, break gender barrier in access to Internet in villages or address gaps in learning levels of students of government schools, Tata Trusts is now banking on digital ecosystem to scale up, enhance efficiency and reduce c

Vontobel Asset Management unveils global equity income strategy

Vontobel’s New York-based Quality Growth boutique has CHF 33.2bn in assets under management.

Globalance Bank Goes Germany

The Zurich-based company now aims to expand abroad and has opted for Germany to take a first step outside of the Swiss home market.

Butterfield is now island’s biggest bank

HSBC sold its private banking to Butterfield and Butterfield is restructuring its business

Gibraltar Finance in London to promote Wealth Management sector

Minister for Commerce, Albert Isola, believes the event will be a thoroughly worthwhile experience

Schroders to offer wealth management services to US expats

Managing director of RBC's Americas private wealth team Martin Heale will head Schroder Wealth Management (US) team when he joins the firm in August.

How to snare high-net-worth clients

The next generation of wealthy clients is going to be much more discerning, demanding and cost-centric than previous generations,” says John Bowman, Managing Director of the Americas for CFA Institute.

WMPartners: Anatomy of a Downfall

Make WMPartners into Switzerland's largest independent asset manager.

Regional footprints: six wealth managers on the view from Scotland

The core of our business has always been Scotland because that’s where we’re physically located.

Vontobel Installs Private Bankers in New York

The unit is a fully-owned division of Vontobel private bank and started serving U.S. clients from Switzerland in 2010.

Chinese wealth and family offices need professionals and private bankers

The composite global portfolios of family offices returned 0.3 per cent in 2015, from 6.1 in 2014 and 8.5 per cent in 2013, according to a report by Campden and UBS.

Wind of change blows the rich away

In some cases properties are passed from generation to generation.

Millennial entrepreneurs seek influence to boost communities

They want to use that influence to improve those communities.

Wall Street banks are helping rebuild European soccer clubs

We are building on a base in Europe, what we call greenfield.

Fee pressure sees Signia Wealth hike passive exposure

The fund house's balanced fund currently has 20 per cent exposure to tracker funds, which in turn has helped reduce the total expense ratio.

Blackstone Goes All In on Private Wealth

The alternative manager has been quietly building its private wealth business over the last five years, to the point where 15 to 20 percent of its assets under management now come from retail channels.

European Wealth sells 48% stake to duo in £9m fundraise

Since its launch in 2011, European Wealth has been in part funded by debt.

Baer integrates WMPartners and broadens its multi-custody wealth management capabilities

Julius Baer Group Ltd. has announced today the strategic realignment of its fully owned independent wealth manager WMPartners Wealth Management Ltd. Its expertise in serving clients with assets booked with different custodian banks will be insourced into

Wealth and Asset Management