Managers of Wealth

Transformational change sweeps wealth managers as they reconfigure to win back client trust

Will women and millennials transform the wealth management industry?

Greater Integration, Greater Wealth Management Profits - RESEARCH

Private banking clients have an average balance of $348,000 in asset management accounts, according to the report.

China drives Asia's wealth management

HNW wealth in China's first-tier cities represents about 20 percent of China's HNW wealth

Berenberg to integrate art advisory services

The Bank wishes to increasingly offer art investments on an international scale and additionally focus on offering support in the management of art collections.

10 years’ success for OYSTER European Corporate Bonds Fund

The Swiss banking group SYZ & CO is celebrating with panache the 10th anniversary of OYSTER European Corporate Bonds, the sub-fund of its Luxembourg UCITS Sicav OYSTER, investing in European Corporate Bonds.

Walker Crips launches the UK’s first regulated bridging finance fund

T Bailey Fund Managers will act as the Authorised Corporate Director (ACD) and administrator and National Westminster Bank Plc will be the depository.

Smith & Williamson chooses Novia to unveil portfolios

The investment team is headed by James Burns and includes portfolio managers Peter Lowe, David Amphlett Lewis and Nick Marshall.

Swiss National Bank Opens Branch in Singapore

Swiss National Bank has opened a branch in Singapore, becoming the first non-Asian central bank with operations in the city-state as it seeks to better manage its portfolio of assets denominated in the region's currencies.

HSBC to retain private banking operations in Monaco

Following completion of this review and consideration of expressions of interest the decision has been made to retain the business.

Crédit Agricole Bids Adieu to Pricey Lunch

Anything above those spending limits will not be reimbursed or only exceptionally if the additional expenses can be duly justifie

Wealth Management Product At China’s Largest Bank Goes Bust

Angry investors dress in white sheets and stage protest

RBI reviewing guidelines on mis-selling by banks in wealth management services

The Financial Stability Report released by RBI has taken note of mis-selling in the wealth management division of banks.

UBS once again the world's largest private bank as assets surge

UBS won back the title of largest private bank in the world as inflows of fresh client funds surged last year

Asia-Pacific’s affluent puts money into “investments of passion”

An increasing number of millionaires in the Asia-Pacific region are showing interest in so-called investments of passion such as art, jewelry and collectibles

Wealth managers see turnaround in net new money

Scorpio suggests that the growing dominance of the top 20 reflects consumer demand for a single wealth manager proposition

Poaching Required in Wealth Management Business

Banks are attracted to the possibility of earning revenues from wealth management fees at a time when stricter regulations

FIBA Wealth Management Forum

The FIBA Wealth Management Forum 2013, will provide an overall perspective on the industry as well as explore the challenges and opportunities resulting from global and regional changes.

Moelis reveals $35m cash pot for bankers

The firm is hamstrung in rewarding staff because their ownership stakes cannot be traded in secondary markets like equity.

Big banks win the wealth offensive

The Scorpio Partnership Global Private Banking Benchmark 2013 indicates strong rebound among 209 global wealth management players; UBS takes ranking top spot as a “champions league” of firms emerge

Regulatory Legal partners with wealth manager to offer services to IFAs

Law firm Regulatory Legal has set up an alternative business structure with a wealth manager to package up legal advice for financial advisers to provide to their clients.

Wealth and Asset Management