Managers of Wealth

Swiss private bank eyes doubling of assets in 2020 plan

The reforms have leveled the playing field

Edinburgh-based private bank refuses to rule out HQ move

But the bank, which caters for high net worth clients, insists any consideration over where to locate its brass plate is "not a political thing".

Hopes high for Thiam turnaround at Credit Suisse

Tidjane Thiam starts work as CEO of Credit Suisse next month with investors optimistic he can bring about a major change of strategy at the bank, even if he has to raise cash to do it.

How the elite are pampered by banks

Ultra-premium cards offer high-end services. But you have to be invited to own one.

UBS looks beyond HK island to expand market share

UBS is expanding its wealth management business in Kowloon and the New Territories, having signed a lease on a new office at One Peking Road in an effort to woo wealthy entrepreneurs.

HK wealth management market seen expanding 30% in 3-5 years

Hong Kong’s wealth management market could expand by 30 percent in three to five years amid cross-border stock trading links and mutual recognition of funds, according to a senior UBS official.

UBS May Shift 20,000 Workers Into New Service Centers, SZ Says

The process may take two to three years, as contracts are drawn up between units and as assets and intellectual property are transferred.

Do you need your own private banker?

The needs and attitudes of these investors are reflected in data that shows fewer than half of Australia's high-net-worth investors have a private banker.

Old Mutual Aims To Sell 11 Million Shares In US Boutique Asset Manager

Old Mutual PLC Monday said it is set to sell 11 million shares in OM Asset Management PLC, the boutique asset manager it spun off in a float on the New York Stock Exchange in the autumn of 2014.

Morgan Stanley Global Sports & Entertainment Teams Up with Former Professional Athletes

Retired professional athletes, Bart Scott and Antoine Walker, bring real-life lessons on athletes’ financial opportunities and challenges

The Increasing Demand For Personal Business Managers

Personal business managers – sometimes referred to as personal CFOs – perform a number of functions for their affluent clients.

Wealth management services: targeting the 'mass affluent'?

So it's big business.

Napoleon and Wellington's ancestors go head-to-head…200 years after Battle of Waterloo

Jean-Christophe Napoleon Bonaparte and Arthur Mornington, Marquess of Douro, are investment managers in rival private equity firms in London

A financial planner explains why even rich people are stressed about money

But what if you have enough? What if you have more than enough, and you’re still anxious about your finances?

Merrill Lynch Rolls Out Wealth-Allocation Framework

Merrill Lynch is emphasizing goals-based wealth management — even as some FAs say they’ve been using this approach for decades.

New Standard Chartered Chief to Cut More Costs as Review Begins

The bank enjoyed a decade of unbroken profit growth until 2013

Merrill Lynch Introduces New Sustainable Impact Multi-Asset Class Portfolios

Merrill Lynch today announced that it has added sustainable impact multi-asset class portfolios to its expanding platform of impact portfolios to serve clients interested in using their investment capital for positive social and environmental purposes.

Wealth and Asset Management