Managers of Wealth

Kleinwort Benson owner should shake up board

Shareholders should vote for change at Kleinwort Benson owner RHJ International

Thesis and Antrams form model portfolio partnership

Based on underlying investments, Antrams will offer the range as a core part of its centralised investment proposition

HSBC Said to Get Offer for Monaco Unit from Safra

HSBC Holdings Plc (HSBA) (HSBA) received an approach from a unit of Safra Group to buy the Monaco private bank the Safra family once owned,

BNY Mellon Wealth Management Names Industry Veteran to Key Post

Kennedy assumes her new role on July 8. The longtime Chicago resident will relocate to Newport Beach,

Bankers want twin-pronged attack on richest pickings

The two cultures seeking to work together couldn't be more different, however. Investment bankers are typically called on to close transactions quickly and have little patience for the delicacies of private banking, where it can take years to forge r

£5.4m bonus payout in Threadneedle St

Bank of England staff enjoyed rising bonuses last year, according to its latest annual report

Affluent Household Outlook Up Due to Millionaire Confidence

Affluent investors expressed the highest confidence in the Economy, followed by Household Assets

How Does Financial Literacy Affect Wealth?

Less affluent Investors surveyed wish they had saved more and taken on less debt prior to the financial crisis

Liechtenstein's VP Bank Restructures Top Management

VP Bank Group is aligning its organisational structure more closely with the changing market conditions and is reinforcing its client focus.

Pain May Come Before Gain for Private Banking in Singapore

Given the huge size of this pie, private banks in Singapore are worried about whether the new regulations will hurt their competitiveness.

Feeling Like Gatsby? Net Worth Hits Another Record

Americans’ wealth continued its snapback from the financial crisis in the first quarter

Citi Awarded Mandate from Mackenzie

This mandate marks the beginning of a long term collaboration between Mackenzie Singapore and Citi in Asia.

Russian investor acquires a bank in Latvia

We boast extensive positive experience of М2М Private Bank in the Russian private banking market, and we know that many of our clients are interested in us servicing their international private banking and wealth management needs

Fleming opens Morgan Stanley's wallet

"We are driving growth and the top line rather than primarily on the expense side of the equation.

Credit Suisse Seeks to Boost Profits in U.S., Europe Wealth Unit

Credit Suisse Group AG, Switzerland’s second-biggest bank, is working to boost profitability of its wealth-management businesses in the U.S. and western Europe

The New Normal: Codifying Superior Client Experience in Wealth Management - RESEARCH

Barclays Wealth and Investment Management and WealthBriefing have launched a new research report, entitled The New Normal: Codifying Superior Client Experience in Wealth Management.

BNY Mellon to Bring Private Banking Services to RIAs

The global leader in investment management and investment services, has forged an innovative arrangement between its Pershing Advisor Solutions group and BNY Mellon Private Banking

VP Bank: staying true to label in Asia

Despite far-reaching industry changes that have re-shaped Asian wealth management in recent years

Northern Trust Highlights Corporate Social Responsibility Work in 2012 Report

Responsible investing, reduced greenhouse gas output among priorities

Carl James of BNP Paribas Charity Cycle-Ride to FundForum

Carl James, Managing director of BNP Paribas Securities Services’ recently launched Dealing Services solution in the UK, will be cycling from London to Fund Forum 2013 in Monaco as part of a sponsored effort to raise money for charity.

Wealth and Asset Management