Managers of Wealth

VP Bank warns on profit, cites declining interest rates

The declining interest rate environment in the first half of 2014 is putting pressure on the valuation of interest rate hedging transactions.

Liontrust assets hit £3.6bn on increased profits

Liontrust Asset Management has reported that assets under management rose 19 per cent to reach £3.6bn in the year to March 31 2014.

Accumulating family wealth

Malta also has gavelkind inheritance law as any person who has attempted to purchase a Maltese farmhouse will affirm.

Luxembourg assets under management reach record high

Luxembourg’s assets under management reached a record high of €2742bn in the first quarter of 2014.

Syz & Co launch flexible credit fund

Syz & Co has launched a fund which aims to provide a absolute return through a credit strategy combining European corporate bonds and flexible hedging of market exposure.

Private bankers say wealthy are holding onto cash

The world's richest people are clinging to stockpiles of zero-yielding cash despite a surge in financial markets and increasingly sophisticated attempts by private banks to entice them into investing.

BWCI asks: "Can monkeys really beat the market?"

Occasional press reports of monkeys beating investment managers have not been taken seriously but rigorous academic study is indicating that there may be truth behind the story.

Vontobel: Keeping Switzerland’s edge on wealth management

Georg Schubiger, head of private banking at Vontobel discusses staying competitive, disruptive technology and weathering market volatility at the Reuters Wealth Summit.

Why hasn't the wealth industry adopted a total cost methodology?

As a recent study by consultancy Lang Cat highlights wide disparities in pricing between discretionary managers, executives say an industry standard to calculate the total costs for clients is needed more than ever.

Ultra Wealthy Compete With Institutions For Commercial Real Estate

Increasingly, the world’s ultra wealthy are looking for lucrative deals in the commercial real estate market.

Guernsey gets exposure in the US

Guernsey's funds industry has been showcased to some of the leading private equity managers and advisers in the US.

Carrier Pigeon Commerce: How Knowing First Helped The Rothschilds Build A Banking Empire

This story appears in the June 30, 2014 issue of Forbes

Monitor Switzerland – Preserving locational advantages

The analysis shows that the most important explanatory factor behind a country's locational appeal for direct investments lies in the attractive taxation of companies

Creechurch Capital scoops Best in Class for Boutique Wealth Management Services

The Professional Adviser awards celebrate organisations that are at the cutting edge of delivering financial products and services

Parmenion launch Interact: UK’s first Simplified Advice system for Advisers

Interact is being trialled through a select group of Advisory firms with a view to full launch in the Autumn.

Knight Vinke sees UBS moving towards break up

Knight believes UBS's wealth management business would thrive apart from its riskier investment bank, and took a roughly one percent stake last year to campaign for a split.

Wealth management firm launches DFM service

Advisers who wish to use the service will be given a full risk-profiling pack which they will need to complete with clients before being able to match them to a Montage portfolio.

UK wealth management arm of SG Private Banking grows new adviser team

The team has already started giving advice but is expected to be running at full speed by the end of the year.

Nedbank Private Wealth wins award for Focus platform

Nedbank Private Wealth has again received recognition for its innovative Focus service in the Professional Adviser International Fund and Product Awards with the award for Best in Class for Integrated Banking Service for the second year running. In addit

Asia's wealth spurs competition for private bankers: Citi

Asia is particularly competitive for bankers

Wealth and Asset Management