Managers of Wealth

Barclays sells offshore trust arm to investor group

The investor group has more than 30 years' experience in the wealth sector and have backed the likes of Vestra Wealth and Kinetic Partners in the past.

CBA wealth boss urges redress at any cost

The lesson for large institutions, like the major banks, is to go early and go hard on remediation, once it’s clear who’s at fault.

Leading Swiss private bank puts Monaco unit up for sale

In the biggest revamp of Switzerland's second-biggest bank in almost a decade

JBWere signs UBS as new bedfellow, seeks another partner

Goldman's deal with CBA came as the lender decided to shut its own institutional equities arm.

Wells Fargo wealth unit shows strain of great expectations

In the brutal revenue environment since the financial crisis, Wells Fargo and other banks have turned increasingly to wealth management to boost returns.

EMEA Finance names Barclays 'Best Private Bank in the State of Qatar'

The key to this success is the bank's client service focus

Fidelity Study: Impact Investing Takes Hold

A Fidelity survey of high-net-worth clients suggests that impact investing is growing rapidly

Wealth Management Profits Rise at U.S. Bank

Profits from the business line were also robust, swelling 10.9% to $71 million from $64 million a year ago.

HSBC’s move to new headquarters marks start of an era for Dubai’s financiers

The new HSBC building will be significantly taller than those of its rivals.

London staff at Credit Suisse face grim news

The Swiss bank will this week tell up to 1,800 London staff their jobs are at risk, following through on a cost-cutting commitment made in October

Investor group buys Barclays' offshore trust business

"In terms of expansion plans, we will be hiring in all our main locations and also offer additional services to existing clients - this is where the growth will come from," new Chief Executive Niels Nielsen said.

UBS Shows Its Commitment To Women Through Annie Leibovitz Exhibition In London

Leibovitz got to work, asking the legendary feminist Gloria Steinem to consult.

Five Companies Swiss Asset Manager Florian Siegfried Is Watching

When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing.

Julius Baer CEO sees more consolidation in Swiss banking

We will see further consolidation in the finance sector, that is quite clear."

BTG's BSI Private Bank Draws Interest From Swiss BancaStato

BTG has been seeking to sell assets since the arrest in late November of Andre Esteves, its chief executive officer and chairman at the time.

Ex-SG Hambros & Barclays duo launch Private Investment Office

Two senior names in the wealth management industry have joined forces to launch the Private Investment Office.

Canaccord Genuity Wealth Management fund experts in Citywire top 100

The list recognises strong performance and the value added to portfolios.

Does Ted Cruz’s Wife Work for Goldman Sachs?

The Texas senator has criticized big Wall Street banks like Goldman Sachs.

Billionaire Safra has no plans to buy BSI from BTG Pactual

Joseph Safra is the world's richest banker with a fortune valued at $14 billion by Forbes Magazine.

Irish wealth manager enters London private client market

The office will initially be headed by Stephen Felle, group head of regional offices, Ireland & UK.

Wealth and Asset Management