Managers of Wealth

Digital-savvy millennials’ future riches draw suitors

Generation Y is the focus of new efforts to encourage them to save

Investigating 10 myths about Switzerland

Switzerland leads the rankings in global surveys in all sorts of categories, from innovation to quality of life to nurturing talent

UBS Wealth Management Moves Downmarket in Bid for More Clients

Other banks are turning to technology to reach investors.

440 Strand to remain the historical home of Coutts after purchase

Extending the long standing association that Coutts has with the Strand will help secure the prestigious brand's future and set the foundations for the bank's continued long-term growth.

Is ABN Amro Next Domino to Fall?

ABN Amro has in the region of 140 relationship managers and an estimated $19 billion under management.

Now the ‘merely affluent’ can pay UBS to manage their wealth

UBS is also opening its doors to the merely affluent in Germany and Taiwan, through different programmes.

Stonehage Fleming acquires leading HNW adviser

London-based FF&P Wealth Planning, was launched in 2011 following a strategic partnership between Asquith & Partners and Fleming Family & Partners.

Barclays losing private bankers to StanChart ahead of OCBC takeover

About 20 Barclays relationship managers are expected to join OCBC's private-banking unit in Hong Kong.

Urs Brutsch: Asian Private Banking is in a Perfect Storm

The pushback on fees puts an even bigger burden on margins already under strain.

Investors face losing life savings in offshore closure

Investors have been urged to contact the Channel Islands Financial Ombudsman without delay

You need a wealth manager to avoid riches to rags path

We have heard stories about people who work hard for a better living and then years down the line cannot get anyone to believe that they were once swimming in riches.

European Wealth acquires £120m Towry client book

The £1 million consideration will be paid in instalments.

Neptune partners with Raymond James to launch wealth arm

Neptune said Equester Capital Management will be a branch of Raymond James

CDH Adds Wealth Management Practice

CDH Wealth Management continues our strategy of diversifying what we are able to offer.

Credit Suisse's new Swiss bank to go live on November 21

He also wants to cut costs by at least 4.3 billion francs by the end of 2018.

OMGI replaces Rogge on bond fund; management brought in-house

Follows sale of Rogge to Allianz GI

Barclays Private Bankers Defect Before OCBC Acquisition

More than 10 wealth managers leave for Standard Chartered

Swiss private bank Falcon says not for sale

The report cited Geneva-based Banque Heritage as a possible buyer. Falcon said it had never held talks with Heritage over a possible sale.

Raymond James completes takeover of Deutsche Bank's US Wealth arm

The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.

Gold in the Alps: Billionaires Store Wealth in Ex-Swiss Army Bunkers

Many rich people have started considering alternative ways of storing their wealth

Wealth and Asset Management