Managers of Wealth

Julius Baer competes deal to raise stake in Italy's Kairos

The executive management of Kairos will remain unchanged. The company’s partners will also retain a stake in Kairos post listing.

The Panama Papers: An Introduction

A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.

Canaccord Genuity and Credit Suisse strike strategic partnership in Canada

This partnership will also include client workshops and events as well as ongoing advisor professional development.

Picking the best man no matter the nationality: UBS' Asia-Pacific wealth management head Edmund Koh

He is a champion for Singaporeans at UBS, but insists that a global hub needs international talent

Leading UK wealth management firms merge

Combination will create one of the leading UK wealth management firms offering both financial planning and investment management

Citigroup to do more lending in emerging markets

Corporate banking, which loans money to large companies and sells the wider investment bank’s products and services, has had a tough start to 2016 as client activity was stifled by bad markets, poor Chinese growth, low interest rates and low oil pri

RBC Names Veteran Insider as President

Sagissor will manage the day-to-day operations of the private client group, which includes 1,900 advisors across 41 states.

Old Mutual readies sale of Italian wealth unit: sources

The unit, known as Old Mutual Wealth Italy, is part of the group's wider wealth management business but is expected to be sold separately as it operates as a standalone unit, the sources said.

Permira Said to Be Leading Bidder for U.K. Asset Manager Towry

The London-based investor has emerged as the strongest contender among the buyout firms and a sale may value Towry at as much as 600 million pounds ($863 million), said the people, who asked not to be named because the deliberations are private

BDO Private Bank tops Euromoney survey

The private banking arm of BDO Unibank for the affluent market, has been recognized the Best Private Bank in the Philippines Overall in the recent survey conducted by the London-based financial publication Euromoney.

Brooks Macdonald strikes partnership deal with Midlands IFA

The partnership with Castlegate Financial Management opens BMAM’s resource pool to Castlegate’s 80-plus investment team.

SEI Private Wealth Management Wins 'Innovative Client Solution' at Family Wealth Report Awards 2016

SEI announced today that SEI Private Wealth Management won in the category of "Innovative Client Solution" at the third annual Family Wealth Report Awards 2016.

Unfamiliar with irony, Swiss bankers are complaining of a “lack of transparency”

The agreements resulted in settlements totaling roughly $1.3 billion.

Edmond de Rothschild launches second infrastructure debt fund

The new Luxembourg-regulated fund will have the same investment philosophy as the previous generation and is aiming to raise between EUR 400 million and 800 million.

Schroders multi-asset manager Cunningham to exit

Schroders multi-asset manager Iain Cunningham will leave the firm in June after nearly a decade.

EFG Says Cost of Integrating BSI Will Amount to $263 Million

EFG International AG, the Swiss private bank controlled by billionaire Spiro Latsis and his family, said the cost of integrating BSI will be about 253 million Swiss francs ($263 million).

Switzerland: Rebuilding the brand

Scandal and pressure on its banks have rocked a reputation for stability but many are bullish

Thornbridge launches service to help wealth start-ups

The regulatory hosting support provides conformity functions for companies which are starting out, permitting them to gain authorisation beneath the Thornbridge umbrella.

Victoria Liddle Joins Duncan Lawrie Private Banking

A business meeting at Private Bank Duncan Lawrie convinced Victoria Liddle that with its ‘can do’ attitude and culture, this was where she would choose to work if an opportunity came about.

Hong Kong watch retailer to buy Liechtenstein private bank

The issuer is solely responsible for the content of this announcement.

Wealth and Asset Management