Managers of Wealth

How a Financial Advisor Tries to Build Wealth for Generations

He looks for clients with patience and investing horizons that match his own, and the strategy appears to be resonating well.

The IFP Advisors Inc raises it position for UBS AG

A number of other hedge funds have also recently made changes to their positions in UBS.

Private bank incentives for bond deals face pressure

There are no strict rules on the beneficiaries of the rebate

Vontobel's Georg Schubiger: «We Don't Make Money By Moaning»

This setting is very efficient because we can save costs and we have great growth perspectives.

Walker Crips profits almost vanish

“Specifically we have invested significantly in compliance resources and client-facing systems and will continue to do so.”

Swiss Banks’ Clean-Up with Unwelcome Clients

The lack of a clean sweep poses considerable risks for banks

Private office eyes double office launch

The purchase was made to boost the firm’s presence in London.

Dominion acquires another Swiss Private Client business.

Dominion is in the process of opening other offices in Asia as the firm expands both East and West from its core operations in Europe.

Wealth manager profile: Cerno Capital Partners' Spence

It was fascinating because capital was moving to Asia.

Responsible investment wealth management firm launches

These will include direct bonds and equities, through to high impact private equity investments.

OMW advice business acquires third financial planning firm

The business hopes to have £1bn in assets under advice by the end of 2016.

HNWI Asset Allocation 2020

They are focusing on domestic and core markets such as the UK, Switzerland and Germany.

Killik to enter robo-advice market for lower-income investors

Monthly investment will start from £25 a month

HSBC expands private wealth business

And having a private bank office here will complement and enhance our existing retail, commercial and investment banking businesses.

Vontobel's Georg Schubiger: «We Don't Make Money By Moaning»

Chinese customers in the past were known as being happy to take risks and as dedicated traders, until they learned their lesson the hard way, Bank Vontobel's Georg Schubiger says in an exclusive interview with finews.asia.

South Africa's Investec lifts H1 profit, wealth unit robust

Headline EPS is the main profit measure in South Africa that strips out certain one-off items.

Close Brothers assets under management hit £8.2bn

The Banking division performed strongly in the first quarter with continued good growth in loan book and profit.

Deutsche Bank considers witholding bonus payouts to former CEOs

Deutsche Bank has had a volatile year.

The New Masters of the Universe

The economy ain't what it used to be. So much of the world’s wealth now rests with a small, intensely networked clique of asset managers who are not accountable to the general public, that they are a potential threat to the world's financi

Stenham partners with Credit Suisse

Baker will be joined by Jersey-based Allan Stewart, Ian Blackman and Adrian Starr.

Wealth and Asset Management