Managers of Wealth

Swiss private bank clients withdrew funds to pay taxes

A number of trends among the rich and super-rich can have decisive implications for wealth managers seeking to work with them

That includes digitisation, new services, and the use of service providers.

JP Morgan’s private bank is continuing to cull the ultra-wealthy people it serves.

Having our Singapore Trust licence allows us to provide our full suite of private client services.

CRM2 is shaking up the wealth management industry like nothing I’ve seen in my time in the business.

Ant Fortune has gained 25 million users since it was launched in August 2015.

One in 10 managers who advise clients now use such tools, said Haefele who oversees a team of more than 200.

The four are Prashant Goel, Shagun Tyagi, Sanam Budhrani and Reena Badlani

Attorneys are among the clients most affected by the private bank’s recent decision to double its minimum to $10 million in investible assets

The Cerilium fund has an ongoing charges figure of 1.24 per cent while the Generation vehicle charges 1.18 per cent.

The changing nature of the industry, the clients and the market are, however, making it more challenging for the banks to beef up their offerings.

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

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

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

The appointment raises a series of questions.

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

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

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

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