Managers of Wealth

Asian wealthy advised to prepare for dollar rally’s end in 2016

Strategists also predict the dollar’s gains will slow in coming months

Chinese joint ventures lose their appeal for foreign banks

Tough new regulations aimed at improving the robustness of Chinese trust companies

Ageing population drives boom in elite private banking

Private banking is banking for the "one per cent," the wealthiest people in society.

Vontobel says Hans Vontobel, 100, dies

Hans Vontobel was one of the most important bankers in our country, but beyond that he was a convinced humanist, who put people at the heart of everything he did

Pictet’s pure-play model is winning over Asian clients, says regional head

The ability to tap a deep reservoir of financial experience is a benefit in the intensely competitive world of Asian private banking.

'Clients must come first' for relationship managers

They need to excel in areas such as portfolio and risk management, investment planning and even succession planning.

Doug Walker, noted conservationist and philanthropist, dies in hiking accident

Doug Walker, 65, who died on Granite Mountain, was a software entrepreneur, co-founder of Social Venture Partners and a former chairman of the board at the Fred Hutchinson Cancer Research Center.

8 Wealth Management Trends for 2016

The coming year will bring rapid changes in technology, regulations and M&A, among others.

For the Wealthiest, a Private Tax System That Saves Them Billions

The very richest are able to quietly shape tax policy that will allow them to shield billions in income.

Really rich people are suddenly paying quite a bit more in taxes

The effect has been to create a kind of private tax system, catering to only several thousand Americans.

Swiss private bank acquires stake in Chinese wealth manager

Swiss private bank and Sina take part in private placement

All hands on deck: family-owned shipyards

One of the key advantages of family ownership is freedom.

Myer Family Company in warning to wealth rivals

Earlier this year, after looking at several options, UBS opted to close the doors of its wealth management business in Australia to spawn Crestone, a spin-off that will begin operations in April.

Julius Baer Clears Path for Deals

Last month, Collardi told Bloomberg News that "the moment is now" for investing further in China. Julius Baer is also reportedly among those interested in the Swiss unit of troubled Brazilian bank BTG Pactual and Barclays's Asian private we

Private wealth management offerings are on the up

Fahd Iqbal, Head of Middle East Research, Credit Suisse says increasing regulatory pressure may lead private wealth management institutions to consolidate.

Asia's Wealthiest Investors Advised to Prepare for Dollar Rally's End in 2016

Money managers for Asia’s wealthiest families say they’ll be looking elsewhere for returns after chasing the U.S. dollar’s gains in the past three years.

A Better Way to Sell Citizenship

Last October, the Caribbean island nation of St. Lucia announced it would launch a citizenship-by-investment program, or CIP.

The Swiss Have Sent a Chilling Message to Banking Whistleblowers

If governments around the world who have been helped by Hervé Falciani will not protect him, they would make themselves guilty of wilful blindness or of looking the other way while a whistleblower is legally crucified.

Aberdeen Asia loses senior manager as it tackles underperformance

It’s partly down to him that the investment disciplines we uphold are well understood and practised across our team.

Citibank opens high-tech wealth management center

The bank also expanded its asset management system by launching a new service called Citi Priority, targeting newly affluent people.

Wealth and Asset Management