Managers of Wealth

'Clients must come first' for relationship managers

They need to excel in areas such as portfolio and risk management, investment planning and even succession planning.

Doug Walker, noted conservationist and philanthropist, dies in hiking accident

Doug Walker, 65, who died on Granite Mountain, was a software entrepreneur, co-founder of Social Venture Partners and a former chairman of the board at the Fred Hutchinson Cancer Research Center.

8 Wealth Management Trends for 2016

The coming year will bring rapid changes in technology, regulations and M&A, among others.

For the Wealthiest, a Private Tax System That Saves Them Billions

The very richest are able to quietly shape tax policy that will allow them to shield billions in income.

Really rich people are suddenly paying quite a bit more in taxes

The effect has been to create a kind of private tax system, catering to only several thousand Americans.

Swiss private bank acquires stake in Chinese wealth manager

Swiss private bank and Sina take part in private placement

All hands on deck: family-owned shipyards

One of the key advantages of family ownership is freedom.

Myer Family Company in warning to wealth rivals

Earlier this year, after looking at several options, UBS opted to close the doors of its wealth management business in Australia to spawn Crestone, a spin-off that will begin operations in April.

Julius Baer Clears Path for Deals

Last month, Collardi told Bloomberg News that "the moment is now" for investing further in China. Julius Baer is also reportedly among those interested in the Swiss unit of troubled Brazilian bank BTG Pactual and Barclays's Asian private we

Private wealth management offerings are on the up

Fahd Iqbal, Head of Middle East Research, Credit Suisse says increasing regulatory pressure may lead private wealth management institutions to consolidate.

Asia's Wealthiest Investors Advised to Prepare for Dollar Rally's End in 2016

Money managers for Asia’s wealthiest families say they’ll be looking elsewhere for returns after chasing the U.S. dollar’s gains in the past three years.

A Better Way to Sell Citizenship

Last October, the Caribbean island nation of St. Lucia announced it would launch a citizenship-by-investment program, or CIP.

The Swiss Have Sent a Chilling Message to Banking Whistleblowers

If governments around the world who have been helped by Hervé Falciani will not protect him, they would make themselves guilty of wilful blindness or of looking the other way while a whistleblower is legally crucified.

Aberdeen Asia loses senior manager as it tackles underperformance

It’s partly down to him that the investment disciplines we uphold are well understood and practised across our team.

Citibank opens high-tech wealth management center

The bank also expanded its asset management system by launching a new service called Citi Priority, targeting newly affluent people.

For filmmakers, the financial crisis just keeps on giving

Is Trading Places the best financial film ever ?

Deploying capital almost like a hedge fund: The silent revolution in Asian private banking

The Opalesque 2015 Singapore Roundtable was sponsored by Eurex and took place end of 2015 in the Deutsche Boerse office in Singapore with:

Swiss banks don’t want to deal with dirty money.

Switzerland changed its strategy just in time to actively participate in drafting the international standard for the exchange

Best of 2015: Wealth Management in an Extreme World

We can focus on the myriad challenges facing the business of private wealth management

'Unhelpful' advice labels should be reviewed - OMW

Old Mutual calls for the UK government to find ways to decrease the wealth management industry’s regulatory burden, in response to the Financial Advice Market Review.

Wealth and Asset Management