Managers of Wealth

Dublin wealth management firm adds to Belfast portfolio

Davy Private Clients has undergone unprecedented growth in Northern Ireland in recent years, with client assets increasing ten-fold since 2013.

Accidental banker

Lombard Odier’s managing partner Hugo Banziger looks back on his 30-year career and talks about why his company’s business model is ideal for the private-banking sector.

Wealth of Indian HNIs to increase more than Chinese during 2014 and 2020: Report

The estimated wealth of HNIs in India in 2016 will be $1.425 trillion, while those in China will be worth $5.10 trillion

DBS said to be frontrunner for another mid-sized private bank in Asia

Further driving home concerns about the sustainability of servicing Asian HNWIs in the region without scale.

Another exit of foreign bank from the cut-throat business of private banking in India

Even though India's economy has been minting millionaires at a strong pace, it has failed to translate into profits for the foreign wealth managers that have set up teams of well-paid bankers to help manage those riches.

French private bank makes bid to acquire Kleinwort Benson Wealth Management

Said if its bid succeeded it would sell BHF's private banking activities in the United Kingdom and the Channel Islands to Societe Generale, which is also providing financing for the takeover.

Secretive Barclays deal involved Qatari clients

The identity of the clients was so sensitive that the bank agreed to pay them £37.7m if it was ever revealed.

Khaitan & Co advises wealth manager on acquisition

Engaged in inter alia financial services, investment banking, trusteeship services.

BSI drops exclusive talks to buy private banking unit

The exclusive period was due to end on Friday.

International Tennis Federation extend sponsorship deal with BNP Paribas

“With BNP Paribas, we will celebrate our 15th year of partnership in 2016,” newly-elected ITF President David Haggerty said.

FinanceAsia Achievement Awards — Part 1

FinanceAsia is pleased to announce the winners of our Best Private Banks. Congratulations. In the coming days we will announce the remaining awards for countries, overall deal awards and house awards.

Few Profits, Tax Probes Spur Israeli Lenders to Exit Private Banking

For small and medium-sized banks, which are what Israeli banks are, there’s no place anymore for them in international private banking.

UBS Asset Management combines 3 businesses into one unit

UBS Asset Management has reorganized three of its divisions into one, said an internal memo obtained by Pensions & Investments.

Five top fintech offerings for investors: Miss Mackay's Money Microscope

When we think about how technology might transform our lives, it's easy to jump ahead to the realm of driver-less cars and polite robots doing our ironing.

Rich Asians Mostly Stick With Dollar Rally UBS Sees Almost Done

The first U.S. interest-rate increase since 2006 is expected next month by mostinvestors, helping push the dollar up by about 9 percent against a basket of 10 major currencies this year.

Manulife Asset Management's Dan Janis and Strategic Income Team honoured with Morningstar Fixed Income Manager of the Year Award

The team, which manages five funds and one pool available to Canadian retail investors, was recognized for its strong global fixed income capabilities and its consistent adherence to a disciplined investment approach.

Wealth and Asset Management