Managers of Wealth

Why is Asian private banking still attractive when everyone else is selling?

Despite current global economic dislocation, the Asian HNW segment is fundamentally sound and will continue to grow briskly over the next decade.

What's a billion here there?

Despite tough times, Asia still provides rich pickings for private banks, according to some of the major players in the region.

Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients

Firms Must Define Their Focus and Evolve Services, Structures and Delivery Models

Rathbone Brothers full year funds under management grow

The total net annual growth rate of funds under management for Investment Management was 5.7% compared with 19.6% in 2014.

Butterfield ready to focus on growth again

The acquisition of the Legis trust and corporate services business in Guernsey took place in 2014.

Family Office Fortunes Patricia Woo Predicts Family-Office Trends in Hong Kong and China in 2016

This article previously appeared in STEP Journal, Volume 24, Issue 1, and is republished with kind permission.

First Republic Named Best Private Wealth Manager

Private Asset Management Magazine Honors First Republic For Sixth Year

Indian wealth managers rush in as foreign players exit

Wealth management arms of IIFL, ASK Group, Anand Rathi and Centrum have been expanding by adding advisors

Cayman Island: Still A Top Choice For High Net Worth Individiuals (HNWIs) And Investors

The landscape has changed considerably over the last 20 years through G8 and G20 initiatives and through the OECD's global drive to eliminate corruption, money laundering and tax evasion.

PAM AWARDS: Nicola Wealth Management Named as a Finalist

While NWM is recognized as an industry leader across Canada, the firm is proud to have been considered in this international award competition.

Saxo Bank continues to use F1 exposure

Formula One is a sport that fits our brand perfectly because of the continued commitment to innovation and strength of technology that is needed to be successful

The Spectrem Affluent Investor Confidence Index Year in Review: How Did 2015 Impact How Affluent Will Invest This Year?

There were only two months last year when the Spectrem Affluent Investor Confidence Index was in positive double digits or “mildly bearish.

QNB Private Banking recognised by Euromoney magazine

QNB Private is the first private bank to be established in Qatar and has since become the trusted financial partner for those who value a personal and discrete banking experience.

EFG to buy BSI for US$1.3 billion

EFG International today announced that it is to acquire the Lugano-based private bank BSI, according to an agreement signed on 21 February 2016 with BSI’s sole shareholder BTG Pactual.

HNW client base from China increasing in Hong Kong, BEA says

High-net-worth individuals in China are looking to Hong Kong as a reliable centre to manage their wealth

Edmond de Rothschild AM unveils major funds push

All the funds have been fully transitioned to Luxembourg and come in the wake of a ‘pilot project’

Santander named 'Best Private Bank' in Chile and Portugal by Euromoney

Santander Private Banking offers services to customers in Brazil, Chile, Italy, Mexico, Portugal and Spain

Lombard Odier Wins Two Swiss Awards 2016

They also confirm the relevance of our Swiss offering, offering, a global, integrated solution for the personalised management of our clients’ portfolios and retirement planning.

Guardian Wealth Management exits Qatar after six years

Guardian Wealth Management is to close its office in Qatar after a “strategic review” of the Middle East, shortly after gaining a broker licence with the region’s Insurance Authority in January this year.

Rathbones’ Mike Webb on his reputation as a turnaround king

In 1986 he followed his father’s footsteps into finance, joining Hambros Bank.

Wealth and Asset Management