Managers of Wealth

Private banks leave Geneva as it loses its shine

The locked entrance, where millionaire clients used to come and go, is a reminder that some of the biggest names in global finance have quit Geneva for good.

Credit Suisse: Facebook for the Ultra-Rich

The platform is meant to enable a host of services, according to a trademark filing.

Millennials force wealth managers to up their game

The best way to do this would be online.

Quilter Cheviot partners up with UAE advisory firm PWS

Dubai-based IFA firm Prestige Wealth Solutions, which advises local expats on their pensions, has teamed up with investment manager Quilter Cheviot to offer its clients a discretionary management service.

Shuttered Geneva Offices Show Impact of Lost Banking Secrecy

North American and European banks are quitting Geneva as companies battle with the loss of financial secrecy

Former UBS Business Goes Live

Crestone has secured a global network of strategic partners which includes UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust

Credit Suisse in Senior Hire for Thailand Push

She is based in Bangkok and reports to Christian Senn, Market Group Head Thailand.

Morgan Stanley Emphasizing on FICC & Wealth Management

Though the bank has managed to earn $4 billion in annual revenue in each of the last two years, majority of that revenue was generated in the first quarter.

Centrum Wealth to float $500-m new overseas fund

The first fund would also stop being routed through Mauritius next year.

Liontrust annual profit jumps 21% despite slower inflows

Adrian Collins becomes non-exec chairman

Charles Stanley divides into four as overhaul completes

The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.

Wealth manager profile: Potter & Burdett

The environment in which a fund manager works is another important consideration.

Singapore OCBC's private bank unit exploring China onshore presence

Regional and global banks have been cautious about setting up a local private banking and wealth management presence in China due to regulatory restrictions and the nation's relatively less developed capital market.

New report covers wealth in Poland: hnw investors

With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.

Coutts named outstanding Private Bank in the UK

Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.

Bigger seems to be better for wealthy clients

Mergers in the sector have not resulted in cutbacks to frontline staff, Wealth-X survey finds

What Nike and Domino's Pizza can teach wealth management

When it comes to the digital experience, financial institutions recognize they are not just competing with each other anymore.

Old Mutual Wealth rejoins ABI

Old Mutual will bring a valuable market perspective to our public policy and regulatory work and will help ensure a strong industry voice on key issues.

Old Mutual Wealth acquires £200m advice firm

The business is based in Newton Abbot and acquired Castellan Financial Management back in 2006.

Nomura sees its Asia ex-Japan wealth assets rising 15-20 percent

Amanda Chen was hired by Nomura last year from Morgan Stanley to spearhead expansion in Asia, which has 4.7 million individuals with $1 million in liquid assets.

Wealth and Asset Management