Managers of Wealth

Morgan Stanley To Focus On Silicon Valley Wealth

To address this issue, Morgan Stanley Wealth Management’s Palo Alto Group announced a joint initiative with Nasdaq Private Market to help founders manage their equity ownership

BMO Asset Management Inc. Announces Cash Distributions for BMO Exchange Traded Funds

Unitholders of record of the BMO ETFs at the close of business on August 28, 2015 will receive cash distributions payable on September 4, 2015.

Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative

New Program Will Serve Participants in Private Company Liquidity Programs

The Currency-Hedged ETF Wars Are Upon Us

With billions of dollars at stake, the push is on launch currency-hedged ETF iterations of nearly anything.

Wealth firm makes Darlington switch

Being in a prime location shows our intent on being at the top of our game

Singapore bankers rattled by Asian moves to chase undeclared wealth

A global crackdown on tax evasion launched during the 2008 financial crisis has already forced Switzerland and other European offshore hubs to surrender their prized bank secrecy.

FinanceAsia's Best Private Bank writeups

The rapid growth of highnetworth individuals in Asia has made the region a magnet for private bankers.

Wealth management M&A to rise as competition heats up

A broad look at the UK’s wealth management sector reveals a fragmented industry with many smaller players still operating in niche areas.

Morgan Stanley wealth management focussing on most-profitable clients for international business

The wealth management business will focus on accounts with at least $500,000 of assets, the person added.

34 jobs going at Santander Private Bank in Jersey

It means the current workforce of 102 will be reduced to 68.

Barclays recommends Developed Markets Equities

Barclays has announced its latest tactical asset allocation for investment portfolios with moderate risk tolerance.

Malta home to 35 foreign Ultra-High-Net-Worth Individuals and two billionaires

The other billionaire remains a mystery.

Deutsche sets its sights on HNWIs, retail distribution

Deutsche Asset & Wealth Management is to make a concerted bid for high-net-worth clients and will expand its Asia retail bank distribution, a senior executive tells AsianInvestor.

Crescent Wealth surpasses $100 million benchmark

It proves the depth of our market and cements Islamic finance as a significant segment of the sophisticated Australian financial services market.

Swiss banks step up battle for Asia’s super-rich

The attractions are obvious, with a recent slowdown in growth still leaving many Asian economies far outpacing Western counterparts.

Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative

Wealth management services will be offered by MSWM’s Palo Alto Group, led by Mark Curtis and Karen McDonald, a leading financial advisor team focused on the reinvestment of liquidation proceeds from employee stock plans. The Palo Alto Group will wor

China’s rich take money offshore

Analysts at JPMorgan estimate around $235 billion of “hot money” left the country between the third quarter of 2014 and the end of the second quarter this year.

OECD clarification reinforces Guernsey's fund domicile position

Representatives of Guernsey's government, the regulator and industry bodies have been working together to inform EU and EEA authorities of Guernsey's position in the OECD.

Nutmeg targets 'dumped' Brewin Dolphin clients

As part of the campaign, titled 'Been Dumped by Brewin Dolphin?', Nutmeg, led by former Wealth Manager cover star Nick Hungerford (pictured), is offering those who switch from Brewin three months of free portfolio management.

Ex-Killik and Ashcourt Rowan men team up with SJP

The new company is based out of St James’s Place’s Leeds office.

Wealth and Asset Management