Managers of Wealth

HSH Princess Marie von Liechtenstein is a passionate oenophile

We host wine tastings with LGT’s private banking clients.

Wealth management industry needs to innovate to stay relevant, says Nutmeg co-founder

Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".

Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent

It is important to be aware that these trends are structural and, consequently, unavoidable.

CS: From Billions in Write-Downs to Top Management

The appointment raises a series of questions.

Citibank Indonesia Targets Young, Wealthy Customers

Citibank Indonesia, seeks to tap into the country's increasing middle class through the newly-launched Citi Priority service for young professionals

Falcon CEO to Clean Up in Singapore

Falcon Private Bank. The new CEO is making it his first priority to help clear up the problems the bank faces in Singapore.

Wealth management firm acquires pension admin firm in £2.2m deal

A further £1m cash sum will be payable after two years, based on growth targets being met.

Hitting a Home Run on client engagement

When I travelled to the West Coast this summer, my intention was to have a few weeks respite from HNW client engagement.

Three options for ANZ Banking Group's Wealth business

The analysts said ANZ's wealth division was a good asset with 1500 aligned planners and one of the largest distribution forces in Australia.

Hargreaves Lansdown unveils record results as boss quits

Stockbroker unveils record results as chief executive reveals plan to quit next year

Sergio Ermotti: UBS to Cut Jobs in London

UBS may shift as many as 1,500 jobs from London to other regions of Europe following the decision by voters in the U.K. to leave the European Union.

Schroders joins European financial adviser association Fecif

Our members understand and significantly appreciate the true value of this.

Rowan Dartington to offer DFM services to int’l advisers

To head up the new operation, Rowan Dartington has hired Stephen Kevan from ABC Capital Markets in Mauritius

Questions raised over the value of fund performance fees

The fees are usually in the high double digits and are added to fixed management charges as a percentage of total assets.

Bringing needs-based solutions for Asia's wealthy

From most perspectives and in many aspects of the wealth management business, Asia offers significant potential to all types of service providers – assuming they can get their propositions right.

Swiss bank Julius Baer questioned over dealings with DiCaprio

The Leonardo DiCaprio Foundation does not fulfil the usual transparency standards for environmental and human rights charities.

Hinduja bank reaffirms Swiss commitment, plans investment

In its latest statement, Hinduja Bank said it intends to maintain and grow its operations in Switzerland.

JP Integra Group Targets Wider Private Capital Industry

To better-reflect the diversified offering it can provide to global family offices, high-net-worth individuals and investment managers, the firm has changed its name to "JP Integra Group" from "JP Funds Group", under which they had ope

Team RSM players on both Ryder Cup teams

The Ryder Cup is one of the world’s most fiercely contested sporting events so it’s fantastic to have RSM-backed players on both sides.

St. James’s Place – “Brexit’s impact on finance felt from the capital to Cash ISAs”

Paul Boyne of Manulife Asset Management and fund manager of the St. James’s Place Global Equity Income fund said of Apple’s unpaid tax bill: “while this is a significant number, when put into perspective relative to Apple’s net cas

Wealth and Asset Management