Managers of Wealth

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.

Swiss private bankers feel the pinch

A corruption-fighting Nigerian politician points a gun at a Swiss banker and demands the names of his rich Nigerian clients.

Reliance Financial Corporation Completes Citigroup Trust-Delaware, N.A. Transaction

A privately held diversified financial services and wealth management company, announced that it closed its previously announced agreement to acquire 100 percent of the stock of Citigroup Trust-Delaware, N.A.,

Winners of Prestigious Greater China Awards 2013 announced

Private Banker International (PBI), the leading journal for the global wealth management industry has announced the winners for the 2013 Private Banker International Greater China Awards

UBS France put under formal investigation -judicial source

UBS France is being investigated by the French judiciary on whether it offered potential French clients investments that were allegedly designed to evade taxes.

UBS’ Top Wealth Management Advisers May Start A Rival Business

UBS Wealth Management lost two of its top private client advisers on Friday.

Asia set to become center of world wealth: senior Thai politician

Korn pointed out that China's economic achievements in the past 30 years have shown that the country has found a right path to growth and prosperity and has set a good example for other Asian countries to follow

Heartwood Investment Management’s Managed Portfolio Service awarded 5 Star Rating

Independent financial research company Defaqto rates the Heartwood Investment Management offering as among best in market

Kleinwort Benson owner RHJI: ditching BHF bid may incur charges

The company has existing contractual commitments in respect of the BHF transaction to both Deutsche Bank, as the seller, and to our co-investors," RHJ said in the letter.

Strategic partnership of Julius Baer and Kairos commences as planned

Since November both partners have closely and successfully collaborated to reach this important milestone.

Credit Suisse sees more shakeups in Asia private banking

The industry at the current cost-to-income ratio is not really sustainable,

Credit Suisse sees more shakeups in Asia private banking

With a cost-to-income ratio of at least 80 percent, most private banks are losing money even as the ranks of the rich explode in fast-growing Asia,

Wealth and Asset Management