Managers of Wealth

Five wealth giants join forces to form DFM Alliance

'10 years ago the term "DFM" was virtually unknown.

Most HNW Americans Lack Adequate Succession Plans

Financial advisors may have an eager audience: 58% of the parents in the survey worldwide do believe a proper transfer strategy will ensure their wealth is passed on to their children, the survey found.

BlueBay opens office in Germany

Talking about the opportunities, he also added, “There are exceptional business development opportunities in Germany.

Credit Suisse to move banking team to London

The head of investment banking for the Netherlands at Credit Suisse, Maarten Swart, will continue to work between both cities, the source said.

In the sweet-spot of Asian private banking

These range from trying often unsuccessfully to grab a greater share of wallet, to struggling to navigate a regulatory and compliance landscape.

How The Fintech Monster Is Eating Commercial Real Estate

Fintech industry has revolutionized the banking industry

Julius Baer acquires Swiss independent wealth manager

All partners of both companies will remain operational after the merger.

Liontrust launches European smaller companies fund

The GF European Smaller Companies Fund has been launched to make this strategy widely available for the first time.

Lioncrest in Strategic Partnership

It connects European investors and firms, which have cutting-edge technologies and offerings.

Wealthfront Puts More ‘Robo’ Into Financial Planning

Robo advisors automatically create and manage portfolios made up of low cost exchange traded funds

Rothschild & Co bulks up in private banking

The only area of the business where we could in principle consider to do acquisitions is in private banking.

Adaptive Grand Slam team of disabled adventurers halfway to making history

The Adaptive Grand Slam takes that theme forward and we are hugely proud to be associated with it.

Evli - Best Private Bank Provider of Structured Products in Europe

In this category, won by Evli, other nominees included big and well known banks such as BNP Paribas, ING, SEB and Nordea.

BankThink Millennials aren't the mystery they're made out to be

Millennials are characterized as “entitled,” “sheltered” and “narcissistic”

Regulation drives wealth industry's costs up to £4.5 billion

Private banking and wealth management industry has seen assets jump 57% over the last five years

Julius Baer's singular model gets one up on UBS

The bank run by Chief Executive Boris Collardi has some similarities with UBS.

Scoring Additional Sources of Returns Through Lombard Loans

Perhaps they would like to take advantage of a short-term investment opportunity or bridge a financial shortfall.

HighTower Welcomes Billion-Dollar Team in New York

Cognetic Capital's co-founders have almost 50 years of collective capital markets and family wealth advisory experience.

JPMorgan Asset Seeks $10 Billion Slice of Aussie Pension Funds

Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh

Deutsche Bank announces 2016 loss

Wealth and Asset Management