Managers of Wealth

Barclays named “Wealth Manager of the Year” in the Middle East

The bank was awarded Wealth Manager of the Year for its service excellence over the past 12 months.

International M&A and Corporate Finance Advisory firm recognised in industry awards

The company, which was founded in 2000 and is wholly owned by it partners and management, has in recent months won a number of awards including “Independent M&A Advisers of the Year – Switzerland” in Finance Monthly’s 2015 Gl

Credit Suisse CEO Resisted Pressure to ‘Destroy’ Investment Bank

Credit Suisse Group AG Chief Executive Officer Tidjane Thiam said he “resisted calls to destroy the investment bank” as Switzerland’s second-largest lender seeks to focus on wealth management.

Wealth management company selects Societe Generale SS Luxembourg for cross-border fund distribution

They will receive dedicated support to manage its investment fund and the expertise of SGSS’ experienced international team located within the Luxembourg hub to accommodate its ongoing needs.

PFS awards: check out all the winners

The Personal Finance Society has awarded Simon Glazier of Aberdeen-based AAB Wealth chartered financial planner of the year, and Edinburgh-based Carbon Financial Partners chartered firm of the year.

Why Billionaire Trader Stan Druckenmiller Believes In Amazon And Not IBM

The former head of hedge fund giant Duquense Capital said he’s currently buying high beta stocks that are growing faster than the wider economy.

Family Office Association Expands Resources Through Harvest Exchange

The FOA is a membership organization that caters to the world’s wealthiest families and the single-family offices that oversee their assets.

Swiss bank UBS lowers profit guidance and pushes back targets

Net profit at the bank for the three months ended September rose to SFr2.1bn £1.5bn from SFr762m a year earlier

Credit Suisse Shows How Banks Couldn’t Lose in Pre-Crisis CMBS

A collapse in real estate prices following the sell-off saw property values drop to less than outstanding debt, spurring losses for noteholders.

Fidelity Offers Envestnet Workstation To Retirement Planners

Retirement advisors with have single sign-on access to Retirement Solutions through their existing Fidelity WealthCentral and Streetscape platforms.

RBC looks to expand reach of ‘Hollywood’s banker’

The biggest acquisition of a US bank for almost four years was announced in January and is expected to be completed on Monday.

Credit Suisse Brokers Fret over Wells Fargo Recruitment Deal

As Credit Suisse offloads the business, Wells Fargo has stepped in to offer its brokers a sign-up deal of 300% of annual fees and commissions — with two major caveats

EFG International formally launches business in Cyprus

Costas Stylianou works very closely with London-based Demetris Pisiaras, who is the market coordinator for Cyprus.

London's wealth managers have missed their chance to reshape the profession

Josh Spero speaks to founder of Lord North Street, William Drake, about London's wealth landscape and his new property venture RFR

John Spiers' wealth firm unveils digital service

They will also be able to access EQ's discretionary managed portfolios.

Rothschild to bring European flagship funds to UK and develop alternative UCITS range

Part of expansion plans

London's wealth managers have missed their chance to reshape the profession

Josh Spero speaks to founder of Lord North Street, William Drake, about London's wealth landscape and his new property venture RFR

Wealth management industry in the ME region is evolving

A global asset exposure makes for a sound decision

HSBC squeezes recruitment in cost-cutting drive

The giant bank is saving money as its bet on Asian growth is derailed by Chinese slowdown

ANZ cutting back on trade finance in Asia as profit growth slows

Net loans at its international and institutional banking businesses fell by 1 percent in the six months ended Sept. 30

Wealth and Asset Management