Managers of Wealth

Tiedemann Wealth Management Recognized As Top Advisor For Second Consecutive Year

It’s rewarding to be recognized by the Financial Times for our commitment to putting our clients’ needs, objectives and interests first

Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice

Their incredible flexibility offers solutions for individuals and families giving from a few thousand to a few billion dollars

Erotic novel exposes Wall Street’s sexy side

She says it exposes a world of wealth and shines a light on what happens after financial heavyweights take their business from the boardroom to the bedroom.

Private banks finally embrace mobile apps

And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.

African millionaires can become moguls

A recent report by the New World Wealth, a consultancy stated that some 165,000 Africans have an estimated combined wealth of $660 billion in 2014.

BHF Kleinwort Benson to ‘transform’ wealth arm to outsourced solution

The outsourcing market has become increasingly competitive of late as the wealth industry struggles to keep on top of rising regulatory requirements.

Safety is all high net worth investors want, for now

They don’t care so much about return, as long as it is safe

Duncan Lawrie parent puts sales rumour to bed

Uncertainty has surrounded Duncan Lawrie since Camellia, a global conglomerate with agricultural and horticultural concerns, put the bank under review in May

What staff retention lessons can we learn from Brewin-Charles Stanley spat?

The ensuing court battle featured allegations of a cover up, secret ‘recruiting sergeants’ and clandestine negotiations to prise people over.

Hurt by Rout, Asia’s Rich Scour for Bargains

Private bankers calm worried clients, advising them to consider risks and opportunities after selloff.

Video: On the Road in...Jersey

Jersey’s status as an international jurisdiction is attractive to clients and wealth managers alike.

Using Tax Services as Lead Generation, Marketing Tool

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

HSBC moves asset management head to Hong Kong from London

It will make its decision by the end of the year and Hong Kong would be the most likely destination if it does choose to move.

BHF Kleinwort Benson keeps mum on offer

The offer was not mentioned in the group's interim results, out just now, but investors and analysts will get an opportunity to talk to management mid-afternoon (UK and European time).

Marketforce Hosts Thirteenth Annual Conference on the Future of Private Banking & Wealth Management

ln its 13th year, The Future of Private Banking & Wealth Management returns to London on 4th November 2015, providing a leading strategic forum to discuss the key industry issues of today and tomorrow.

Bank Leumi execs may have to hand back bonuses

A Bank of Israel report expects Eitan Raff, Galia Maor and Zvi Itskovich to return bonuses because of the US tax evasion affair.

Barclays Pressing Swiss Private Bankers to Double Client Assets

It’s a hard stretch for bankers to try and achieve that.

DBS named Asia's Best Wealth Manager

According to The Asset, DBS won the coveted Best Wealth Manager in Asia award because of "the bank's ability to recognise the different requirements of both new and established clients, as well as provide wealth management solutions and services

Why London hedge fund managers don’t do Switzerland

For hedge fund traders, moving from London to Switzerland should have been a no-brainer.

BTG Pactual Chile Cuts 10 From Wealth-Management group

The firm announced the acquisition of Assicurazioni Generali’s Swiss private-banking unit BSI in July last year.

Wealth and Asset Management