Managers of Wealth

Luzerner Kantonalbank Profit Drops; Invests in E-Banking

Lower profit from commissions, trading and slightly higher costs more than offset a rise in net interest income.

St. James’s Place – Golden glow

The curtain came down on the Rio Olympics, and Team GB basked in the glory of its best-ever medals tally; but events at home were somewhat less inspiring, as markets digested a raft of data and news on interest rates, inflation, retail sales, employment a

Focus Financial Partners Files for IPO

A source who did not wish to be named told Financial Advisor that the IPO was “filed under a crowdsourcing provision in Dodd-Frank

JP Morgan's Wealthy Asset Management Clients Left to Figure How Much Bank's Self- Dealing Cost Them

The state said that as a result of the failure to disclose, the bank was operating “outside the standards of honesty and ethics generally accepted in the securities industry.

“Good habits formed at youth make all the difference” - Aristotle

Franklin sought to educate the public, printing almanacs including “Necessary Hints To Those That Would Be Rich”.

Nigel Green DeVere Group Helping Expats Grow their Wealth

Green has foresight, patience and perseverance, qualities that have helped him forge a business based on trust.

The rise of the robot by Jungkiu (최정규 崔晸圭) Choi

Traditionally, private bankers and wealth managers would have access to a large amount of financial and economic data.

International private banks fight to manage assets of Asia’s wealthy

The industry faces stiff challenges, with the largest players better positioned for long term survival

Wealth managers to see hit on back of multiple market changes

Wealth managers can improve profitability by focussing on reducing costs and better managing clients.

From the Olympics to Wall Street: The athletes who become brokers

Olympians are team-oriented and competitive people who have already achieved success in another career, often before 30.

Credit Suisse Rules Out Negative Rates for Retail Clients for Now

But when we have the listing behind us purchases will be a topic for us.

Blackrock Eyes Swiss Cantonal and Regional Banks for Cooperation

Blackrock has almost $5 trillion in assets under management, making it by far the biggest wealth manager.

OMAM Completes Investment in Landmark Partners

Landmark has one of the longest track records in the industry and is a recognized source of liquidity to owners of interests in real estate, real asset, venture, mezzanine and buyout limited partnerships.

Arab Bank to Shutter Zurich Branch

The company will offer some of them a job at the site in Geneva, but it is unlikely that many will take up the offer.

European Wealth: "Bad days make good entry points”

London-based Stammers develops European Wealth’s market views and asset allocation strategies.

The HNW Customer Experience: Super-prime client care and how to deliver it

In luxury design, when you get the customer experience right, it can also mean you have a client for life, says Joe Burns…

Killik & Co confirms Dubai office closure

The Dubai office, which is located in the Dubai International Finance Centre , is the firm’s only branch outside of England.

Asset Managers Change Direction as Index Funds Break Out

The majority of asset managers are trailing the S&P 500 so far in 2016. A big reason for that underperformance is the emergence of index funds.

Wealth Adviser Daily Briefing: Dynasty Trusts, Cutting Cash

Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond

Northern Trust Establishes Securities Lending and Foreign Exchange Services in Australia

Expansion of Capital Markets Business Supports Growth

Wealth and Asset Management