Managers of Wealth

Meet the 29-year-old running $7 billion for wealthy clients

Forbes has just released its annual "30 Under 30" list for various industries.

Santander UK to re-enter investment advice market

Santander plans to have a force of 225 advisers across the country by the end of March.

CISE CEO named in Citywealth Power Women list

Mrs Le Poidevin, who took the helm at the CISE at the start of 2015, has now featured in each edition.

Don't call it a comeback: Steve Cohen rebrands online

Point72 manages about $10 billion in assets, the vast majority of it Cohen's, plus some employees.

Vontobel family affirms commitment to Swiss bank after patriarch's death

Vontobel's three main businesses are wealth management, investment banking and asset management.

Julius Baer takes stake in Shanghai wealth manager

The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.

Old Mutual Int’l targets wealthy UK investors with new bond

Old Mutual International has launched a new international life assurance bond aimed at high net worth investors in the UK.

What’s In Your Brand?

With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain

Tax havens hold $7.6 trillion; 8% of world's total wealth

The fractions of wealth held abroad are highly variable.

Prestigious City investment firm nearly doubles the salary of its highest-paid director from £9.9m to £19m

Other notable directors include City investment manager Crispin Odey and the 14th Earl Ferrers, Robert William Saswalo.

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.

Wealth and Asset Management