Managers of Wealth

Queen’s bank and HSBC set up offshore companies

There is nothing unlawful about using offshore companies.

EFG names advisers for BSI integration

The transaction is expected to close in the fourth quarter of 2016.

UBS Wealth eyes alternatives top spot

UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.

A Bath wealth management firm has been shortlisted for a national award for adviser firm of the year.

Was recently named South West Adviser of the Year for the second time by industry journal New Model Adviser.

Standard Life’s buying spree hits London

Mr Howe said becoming part of 1825 is the natural next phase in the evolution of the business.

Lombard International Opens New Office in New York City

The new office will be used by Lombard International's sales team as the firm looks to expand its offerings of high-net-worth solutions. The office will be located at 400 Park Avenue.

Israeli high-tech targets high-net worth investors

With 70% of capital concentrated in few hands, Denny Chared hopes to convince untapped billionaires to invest in Israeli high tech.

Former FSC boss John Brogden changes tune on bank owned wealth managers

One time lobbyist for the retail wealth management industry, John Brogden, now reckons the big four banks should scrap their "vertically integrated" business models, citing conflicts of interest and flawed pay policies.

Shareholder group fights pay package for Baer's Collardi, again

Collardi's compensation has been an issue before, when in April 2013 nearly two-thirds of shareholders voted against the private bank’s executive pay plan for the previous year.

Citi to safeguard $230bn in Swiss custody deal

They do complex support jobs for clients, from handling tax claims to processing trades.

Charles Stanley completes sale of non-core asset

Last year it sold its corporate broking arm, Charles Stanley Securities, to Panmure Gordon.

Julius Baer competes deal to raise stake in Italy's Kairos

The executive management of Kairos will remain unchanged. The company’s partners will also retain a stake in Kairos post listing.

The Panama Papers: An Introduction

A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.

Canaccord Genuity and Credit Suisse strike strategic partnership in Canada

This partnership will also include client workshops and events as well as ongoing advisor professional development.

Picking the best man no matter the nationality: UBS' Asia-Pacific wealth management head Edmund Koh

He is a champion for Singaporeans at UBS, but insists that a global hub needs international talent

Leading UK wealth management firms merge

Combination will create one of the leading UK wealth management firms offering both financial planning and investment management

Citigroup to do more lending in emerging markets

Corporate banking, which loans money to large companies and sells the wider investment bank’s products and services, has had a tough start to 2016 as client activity was stifled by bad markets, poor Chinese growth, low interest rates and low oil pri

RBC Names Veteran Insider as President

Sagissor will manage the day-to-day operations of the private client group, which includes 1,900 advisors across 41 states.

Old Mutual readies sale of Italian wealth unit: sources

The unit, known as Old Mutual Wealth Italy, is part of the group's wider wealth management business but is expected to be sold separately as it operates as a standalone unit, the sources said.

Permira Said to Be Leading Bidder for U.K. Asset Manager Towry

The London-based investor has emerged as the strongest contender among the buyout firms and a sale may value Towry at as much as 600 million pounds ($863 million), said the people, who asked not to be named because the deliberations are private

Wealth and Asset Management