Managers of Wealth

2017 Heralds The End of Swiss Bank Secrecy

This new regulation effectively ends Switzerland’s reputation as a tax haven.

Stock inheritance is likelier in Korea

Inheritance was more prominent among Korea’s rich

Research report explores the trends to watch in global wealth management forecast in 2017

Yet 2017 will also be a year of opportunity for competitors that embrace the change and succeed in those areas of the market where growth can be achieved.

Covestone Asset Management acquired by Bank of Ireland

Company founded in 2008 has 150 investors and assets under management of €100m

Trump’s Triumph Spells Better Times for Swiss Wealth Managers

Higher interest rates in the U.S. could prompt wealthy clients to move out of cash and into higher-fee investment products, and allow firms to stop waiving fees on money funds.

Genstar invests in newly formed insurance broker and wealth manager Alera

The new organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states.

China Bank sells more of riskiest wealth management products

That amounted to a third of the bank's sales of the products, up from 6 percent in 2015.

Swiss Private Banking: Lean Years Over?

Switzerland's private banks are also quietly hopeful, after a rise in the U.S. dollar and what is expected to be the end of ultra-expansionary monetary policy in the U.S.

Close Brothers to issue 150 mln stg of subordinated debt

The group's strong capital position ensures we can support growth and investment while continuing to meet all regulatory requirements.

Nomura Announces Sponsorship Agreement with Japanese Professional Golfer

He is the first Asian golfer to win a World Golf Championships event and is a three-time PGA Tour winner.

Creating An Elite Wealth Management Practice

Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.

Are performance-based fees better for investors? New disclosure rules have firms experimenting

The firms are hoping these performance-based fee structures will entice Canadian investors, particularly those experiencing sticker shock in the coming months.

Wells Fargo Wealth Management Business Could Drive Growth in 2017

Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.

Serving the Multi-Gen Client

Countless studies show that clients respond best to these types of advisory practices.

7IM predicts US may provide surprise growth kicker

Economic momentum is a tough thing to stop once it gets going

Advisers talk opportunities and challenges for 2017

There are many interesting models of advice being delivered globally that could easily be adapted

Rothschild and French asset manager complete merger

The merger will build upon the relationship that has existed between the Rothschild and the Maurel families for three generations.

Former pensions minister Webb and Schroders' Nicoll recognised in New Year's Honours

He joined Royal London as director of policy and external communications for its pensions business in August 2015.

World’s highest-paid expats toil in land of fondue and watches

It pays to be an expatriate in Switzerland

Explaining wealth and asset management

The ever-changing regulatory sphere presents both challenges and opportunities and EY strives to help businesses to respond more quickly to change.

Wealth and Asset Management