Managers of Wealth

The curious case of Islamic wealth

Islamic fund management segment, albeit a small component, is slowly developing.

Falling Rand means Barclays to lose £400m on decade-long Absa investment

Just over a decade ago, in May 2005, Barclays Plc invested £2.6bn to acquire 56.4% of the Absa Group.

Wealth managers aren’t creating much of it for investors

When it comes to wealth managers, Questor says avoid.

Banks Eye Wealth Management To Replace Revenue

Matthews, a former Citibank and Smith Barney executive, warned the wealth management personnel in attendance to be ready to take a higher profile in their organizations where wealth management historically hasn’t had a big role.

Gavignet leads EFG Bank to third successive EFG Sailing Arabia - The Tour title

After five legs of endurance provoking offshore legs in the Arabian Sea, EFG Bank (Monaco) retained the title.

Fieldpoint Private Repeats at PAM Awards

Named 'Best Private Wealth Manager, Under $5 Billion'

Coutts hit with £75m tax evasion penalties

Coutts was asked to conduct a review of its US related accounts and presented the results of the review to the DOJ on 23 December.

Swiss banking giant charged with tax fraud and money laundering

A statement from prosecutors said: "The Swiss bank is suspected of having directly, and not via its Belgian subsidiary, approached Belgian clients to convince them to set up constructions aimed at evading taxes."

See how Border et Cie's new office kills the ‘closed door’ view in private banking

In 2011, ID21 Singapore designed and built an award-winning office for Bordier et Cie.

BNP Paribas Wealth Management ranked 5th “Best global Private bank” and honoured in 16 categories

These awards confirm our growing position worldwide where we are now ranked in the Top 5 by Euromoney

PAM AWARDS 2016: Atlantic Trust Named Best Private Wealth Manager

The 2016 PAM Awards were announced earlier this week at a ceremony in New York. Eight firms were shortlisted for this award.

There is a new category of super rich, and JPMorgan wants their money

There is a new jewel in JPMorgan's crown.

The Uberization of Wealth Management

Uber transformed an existing service to meet the needs of a convenience-hungry generation.

PAM AWARDS: Dynasty Financial Partners Wins 2016 Award

The Private Asset Management Awards recognize high performing investment firms and wealth advisors operating within the private asset management industry.

Why is Asian private banking still attractive when everyone else is selling?

Despite current global economic dislocation, the Asian HNW segment is fundamentally sound and will continue to grow briskly over the next decade.

What's a billion here there?

Despite tough times, Asia still provides rich pickings for private banks, according to some of the major players in the region.

Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients

Firms Must Define Their Focus and Evolve Services, Structures and Delivery Models

Rathbone Brothers full year funds under management grow

The total net annual growth rate of funds under management for Investment Management was 5.7% compared with 19.6% in 2014.

Butterfield ready to focus on growth again

The acquisition of the Legis trust and corporate services business in Guernsey took place in 2014.

Family Office Fortunes Patricia Woo Predicts Family-Office Trends in Hong Kong and China in 2016

This article previously appeared in STEP Journal, Volume 24, Issue 1, and is republished with kind permission.

Wealth and Asset Management