Managers of Wealth

Rival Rothschild branches face court battle over family name

News of the impending cease-and-desist order reflects an escalation of hostilities between two sides of the family

RBS sells overseas wealth management arm

Britain's Financial Times had earlier reported UBP is expected to pay about $600 million (404 million pounds) to $800 million, citing two people familiar with the situation.

QIB hosts the launch of the Knight Frank Wealth Report 2015

Qatar Islamic Bank has held an exclusive event for its private banking customers at Four Seasons Hotel in Doha, when for the first time in Qatar, Knight Frank presented its 2015 Wealth Report.

Wealth Adviser: A Plan to Have Brokers Declare, “I Am Not a Fiduciary”

Brokers need to spell out their potential conflicts of interest to clients, New York City Comptroller Scott Stringer believes.

DeVere helped US press expose investment fraud

Global adviser group deVere provided evidence of what a spokesperson described as "one of the largest financial scams in history" to a US-based investigative news service.

Swiss private bank to buy majority stake in British asset manager

Partners and key employees will retain a 40 per cent stake in the business

Cyprus: Europe's New Economic Hub

Cyprus offers a wealth of investment opportunities

Vontobel well positioned for future growth

Vontobel drives growth through its core capabilities and well defined focus markets

Adviser consolidation ‘inevitable’ in wake of April reforms

The provider stated that the move - which has been trailed by bankrolling IFA acquisitions - was in response to fundamental changes

Opportunities to diversify alternative funds offering highlighted at Jersey funds conference

Jersey has an opportunity to diversify its alternative funds capabilities and a growing role to play as a European domicile supporting US fund managers, according to panellists at this year’s Jersey Finance Annual London Fund Conference.

Nomura to Support Tokyo 2020 Olympic and Paralympic Games as Gold Partner in Securities Category

Nomura Holdings, Inc. today announced that it has reached an agreement to sponsor the 2020 Olympic and Paralympic Games as the exclusive Gold Partner in Securities category

Global alternative asset manager to acquire Conifer Financial Services

Senior management of Conifer will continue to lead the business and own a significant minority interest in the company.

Middle Eastern Private Banking continues to expand in 2015

The report concluded that growth and hiring will continue at a fast pace

SEI Wealth Platform Certification Program Launched

Program to Create Line-Up of Project-Ready Certified Consultants to Support Private Banking Platform Activity

Why Coutts’ Higgins is looking to peripheral Europe

This was primarily via German and UK equities, to which he currently has 30% allocated. To gain exposure to Europe, Higgins bought low cost ETFs.

Meet the bankers with the clients that banks in Singapore are now desperate to capture

The population of high-net-worth individuals, those with more than US$1m in investable assets, in China surged to 758,000 in 2013, up 17.8% from the year before, according to a report by Capgemini and RBC.

Investec W&I invests £500 million into alternatives

Investec Wealth & Investment is investing £500 million of client capital into hedge funds and alternatives, saying that deflation is now less probable.

Julius Baer transfers acquired Leumi clients

In July 2014 Julius Baer announced its strategic cooperation with Bank Leumi, which included the acquisition of Leumi’s private banking business in Switzerland.

This year, compliance rules may be a damper on Hong Kong's Rugby Sevens

Institutional fund managers are finding it difficult to accept hospitality beyond reasonable limits because compliance is getting stricter

Four nods for Fiducia in Money Marketing Financial Services Awards

Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.

Wealth and Asset Management