Managers of Wealth

Secrets to Managing Multiple Offices

With the growth of the RIA channel and active M&A environment, many firms are branching out and opening new offices

Swiss Banks Try to Keep Italian Clients After Tax Deal Is Signed

Swiss asset managers, faced with the prospect of an exodus of Italian funds, have won a reprieve.

Elite Swiss Private Bankers Still Earning Millions, EFG CEO Says

Some bankers face an uncertain employment future as their firms struggle to withstand pressure on profits after years of low interest rates, an international crackdown on tax evasion and the sudden appreciation of the country's currency in January.

Wharton Executive Education Partners with Institute for Private Investors on New Program for Financial Advisors

Private Wealth Management Professional Track will be held for the first time on October 18-21, 2015 at Wharton’s Philadelphia campus, and is led by some of Wharton’s most esteemed finance faculty and IPI founder Charlotte Beyer.

Swiss-based global private banking group to expand business in Bermuda

The Swiss-based global private banking group operates from 30 locations worldwide, including the Bahamas and Cayman, and has around 2000 employees.

Tegris Meets LionTree in Boutique Merger

First comes the boutique investment bank, then comes the boutique bank merger.

JP Morgan acknowledged that it can't afford to screw up anymore

JPMorgan has acknowledged that it simply can't afford to screw up anymore.

From high court to high life: How Vestra grew to £4.6bn

Vestra Wealth’s founding partner David Scott became a Wealth Manager cover star a year after what he admits was a ‘difficult birth’ for the then fledging company.

EFG International reports full year 2014 results

Underlying net profit attributable to ordinary shareholders was CHF 130.7 million, up 18% from CHF 111.2 million a year earlier

Swiss bank EFG flags far lower penalty to settle U.S. tax probe

Swiss private bank EFG International said on Wednesday it expects a far lower than expected U.S. fine after coming clean on helping wealthy Americans evade taxes, indicating it is close to ending the long-running investigation.

Old Mutual completes Quilter Cheviot buy

Old Mutual Wealth has been completed its buy of Quilter Cheviot after the receiving the green light from the regulator

Swiss, Italy Settle Tax Dispute as Ministers Sign Agreement

Swiss Finance Minister Eveline Widmer-Schlumpf and her Italian counterpart Pier Carlo Padoan agreed to resolve the two countries’ long-running dispute over undeclared funds in Swiss banks.

Deutsche Casts Wider Net for Asia’s Wealthy

Asset and wealth management head Ravi Raju wants to tap into the generational change in wealth

Künker Berlin Sale Reaches Total Hammer Price of 8.6 Million Euros

The Berlin Auction of January 29, 2015 on the occasion of the World Money Fair proved that the market for fresh material in highest quality is more than strong. A total of 1,073 lots with an estimate of 6.5 million euros reached a total hammer price of 8.

Stifel to buy wealth manager

The acquisition will add 730 financial advisers, boosting Stifel’s headcount of wealth management professionals by 35% to more than 2,800.

Judges Announce Shortlist For WealthBriefing European Awards 2015

Categories cover a wide spectrum, from private banking, private investment offices through to law firms and investment managers. Individuals as well as teams and organisations will be honoured at the occasion.

Jean-Paul Petoud of Emirates Investment Bank highlights importance of quality of service and innovation for Dubai's private banks

Speaking today at Dubai Forward, the annual strategic conference focused on Dubai as a financial and wealth management centre, Mr Petoud explained that as personal wealth grows across the Middle East,Dubai will become increasingly attractive as a jurisdi

Wealth and Asset Management