Managers of Wealth

Lombard International Assurance launches flexible legacy plan

“These wealthy people are looking to make a tax efficient gift to their loved ones, but with some strings attached.

Middle East investors turn to Switzerland for wealth management services

Crucial factors such as banking secrecy, diverse investment products and services have contributed to Switzerland remaining a premier offshore haven for the Middle Eastern investors, according to a leading Swiss-based asset manager specializing in the Mid

Zug based wealth manager to present at Shorex Moscow

To be a featured roundtable discussion facilitator and presenter at the Shorex Wealth Management Forum in Moscow, Russia.

Barclays profits fall 32% as wealth business makes a loss

Barclays Plc posted a full-year profit that missed analysts’ estimates. Chief Executive Officer Antony Jenkins’s complete makeover of Britain’s second-biggest bank was impaired by litigation and compensation charges.

CSI, AIWM bring leading wealth management designation to North America

The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics

Ten Principles for Good Wealth Management

There are many definitions for family offices. What most could agree on is that they manage the complex needs of very wealthy families with liquid assets above USD 100 million.

Millionaire Investors Name Real Estate as Most Popular Alternative Asset Class by Wide Margin

Investors Who Work With Advisors Say They Are More Knowledgeable About AlternativesMorgan Stanley Wealth Management Investor Pulse Poll Finds That Physical Assets Dominate List of Alternative Asset Classes Investors Own or Intend to Purchase

UBS is beating Credit Suisse in the race to see who can shrink the fastest

UBS AG sold 2 billion euros of contingent capital bonds as the cost of insuring against losses on financial debt fell for a third day.

Societe Generale Private Banking named “best private bank in Europe for structured products” for the 10th consecutive year

Societe Generale Private Banking has been named "Best Private Bank in Western Europe for Structured Products" by Euromoney* magazine for the 10th year running.

Online Investing Can Transform Wealth Management

Online investment advisers like Covestor have the ability to make a significant impact on the wealth management industry as we know it.

Global players reinforce leadership in wealth management as costs rise - Euromoney Research

Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.

Vontobel Says Full-Year Profit Slips After One-Time Charges

In Private Banking, it is using its enhanced profitability to achieve targeted growth

Deutsche Bank to “selectively” recruit senior bankers in Asia amid heavy post-bonus hiring

Deutsche Bank will be looking to capitalise on this candidate movement by cherry picking senior bankers.

How SA's mega-rich make their money

The company's research shows that South Africa is the wealthiest country on the continent of Africa.

Investec Wealth & Investment sees £1.1bn net inflows

Investec Wealth & Investment, led by Jonathan Wragg, saw net inflows of £1.1 billion in the nine months to the end of December with the group’s asset management arm attracting £2 billion.

Legal costs hold back Credit Suisse profits

Profits at Swiss bank Credit Suisse have been held back by the cost of fighting legal battles with the US.

Credit Suisse retains Best Private Bank award

Credit Suisse has been named Best Private Bank in Guernsey for the sixth consecutive year by Euromoney magazine.

Private banking: Rise of the CIO

Wealth managers know they have to provide more to clients than a safe place to deposit money and a close relationship with families and individuals.

UBS Wealth Americas hits billion-dollar profit goal

For Robert McCann, who took control of UBS AG's loss-ridden U.S. brokerage business four years ago, 2013 proved to be a very good year.

Hargreaves Lansdown reaps new customers from Royal Mail IPO

In a trading statement on Wednesday, the company said 77,000 new clients signed up to its investment services, of whom 27,000 joined to invest in the postal service.

Wealth and Asset Management