Managers of Wealth

Schroders under scrutiny over link with CPP founder

Schroders, which owns a 10 per cent stake in CPP, wrote to its board last month requesting the removal of four directors

UBS: Young wealthy people seek social investments

Part of this is a growing trend among wealthier investors is to find investments that involve social impact.

Creative Planning Joins Forces with Tony Robbins, Gupta Wealth Management

Number-One Ranked Independent Financial Advisor Aligns with America's #1 Life & Business Strategist and $1 Billion RIA

Beware the overseas bandits of wealth management

This transparency forces them to be clear about their services and justify the value they provide.

JM Finn head of research Geordie Kidston dies

Prior to joining JM Finn he worked at Mercury Asset Management before founding Ruffer Investment Management.

New Trust Firm Opens in Hong Kong

Prior to joining Zedra, John Ashwood was the founding Managing Director of trust, fiduciary, fund and corporate services firm Vistra Hong Kong.

Amid 1MDB probes, BSI suffers exits in Singapore and dispute over liability

Recent departures from BSI Bank Singapore have included the unit's head of compliance and an executive in its wealth management unit

Credit Suisse Said to Cut 9 From Brazil Fixed-Income Business

Credit Suisse, led by Chief Executive Officer Tidjane Thiam, posted its biggest quarterly loss in seven years in February and later said it’s accelerating plans to cut 4,000 jobs.

Anonymity is no longer a major reason for investors to put money offshore

Top reasons for wealthy clients to use offshore accounts were better returns and a wider choice of investments, while anonymity ranked eighth on the list, according to Hasli

Wealth management firm merges with law firm for one-stop shop

The company - which has been rebranded as Progeny Wealth - form part of a new multi-service professional platform.

Credit Suisse has high hopes for China

The drive is part of the Swiss bank’s renewed focus on Asia under the strategy of Tidjane Thiam, who took over last summer.

Credit Suisse CEO Thiam targets bigger China presence

The CEO said he saw this as a natural development as the country transforms itself into a consumption-driven economy rather than one led by investment.

New independent family wealth consultant launches in Hong Kong

Capital Solutions, a new independent consultancy providing holistic and integrated solutions for private wealth assets, has launched in Hong Kong.

Queen’s bank and HSBC set up offshore companies

There is nothing unlawful about using offshore companies.

EFG names advisers for BSI integration

The transaction is expected to close in the fourth quarter of 2016.

UBS Wealth eyes alternatives top spot

UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.

A Bath wealth management firm has been shortlisted for a national award for adviser firm of the year.

Was recently named South West Adviser of the Year for the second time by industry journal New Model Adviser.

Standard Life’s buying spree hits London

Mr Howe said becoming part of 1825 is the natural next phase in the evolution of the business.

Lombard International Opens New Office in New York City

The new office will be used by Lombard International's sales team as the firm looks to expand its offerings of high-net-worth solutions. The office will be located at 400 Park Avenue.

Israeli high-tech targets high-net worth investors

With 70% of capital concentrated in few hands, Denny Chared hopes to convince untapped billionaires to invest in Israeli high tech.

Wealth and Asset Management