Managers of Wealth

Why Financial Advisors And Insurance Agents Need To Forge Partnerships With Accountants

This is usually the case for all sorts of clients, but its even more fundamental when it comes to high-net-worth clients.

BNP Paribas Investment Partners adds three new thematic SRI strategies to Parvest range

BNP Paribas Investment Partners has announced the addition of three innovative Socially Responsible Investment (SRI) strategies to its Parvest range, investing in themes considered to be key future social, economic and environmental challenges.

Chinese online gaming company wins $2.3m Buffett lunch

Beijing-based Da Lian Zeus Entertainment Company was the top bidder in an online auction of a steak lunch with Warren Buffett

Weatherbys boss: 'We have records on every horse going back to 1791...that sort of data is invaluable, it gives us an edge'

Riding a horse in the Derby comes with its own pressures but that’s nothing to being the latest member of the Weatherby family to run the 245-year company which bears your name

The winners of the 2015 Private Banker International Awards are...

Private Banker International has revealed the winners for the 2nd annual Private Banker International Awards: London 2015.

Credit Suisse expands Canadian energy team

Senior Credit Suisse executives said on Thursday the bank is putting together an acquisition and divestiture team that will initially be comprised of two or three members, and that is likely to be expanded in time.

5 Ways to Keep HNW Clients

Many advisors shift their focus to keep high-net-worth clients happy but they can shift too far and lose their value in clients' eyes. They often forget that clients are looking for their unique services.

Merrill brokers win a battle to lower client fees on advisory accounts

The Bank of America-owned brokerage told its 14,000 brokers almost two years ago they would be paid less if they cut fees too aggressively on a new account the firm was introducing.

Premier League Will Drop Barclays Sponsorship

The English Premier League will forego having a sponsor from 2016 on.

Sanlam swoops on wealth firm

The deal will see Sanlam invest in the network to build up the size of the business. The network currently has 330 advisers.

Private Banks After the Global Financial Crisis

For private banks, the extent of the damage suffered to the client relationship in the aftermath of the crisis often depended on how the bank handled a customer’s concerns -

UBS says fast-growing ranks of African billionaires (there are 200 ‘hidden’ ones too) need bankers

Africa’s richest man is Nigeria’s Aliko Dangote, who ranks 56th on a global rich list with a fortune of $15.7 billion, according to the Bloomberg Billionaires Index.

Where Are All The Entrepreneurial Women In London?

So far, however, Morrissey appears not to have inspired a similar improvement in her own industry

Private Banks Respond to Young, Female Clientele

With more women and 'Generation Ys' becoming clients, private banks are having to respond to new demands

Will you trust a robot to manage your money—when you’re 64?

That works in the early days of the era of the digital native, but will it still work when the digital natives turn 64?

“Managing Family Office Wealth”

A local and international audience of investment professionals and clients will hear EFG’s latest investment advice to global families and their trusted advisors.

BNY Mellon IM shuts SMA platform, lays off staff

The firm has shelved its separately managed account unit for wealthy people in Asia and let up to 50 staff go in Hong Kong and Singapore, AsianInvestor understands.

New Book, "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals,"

Merrill Lynch Wealth Management Chief Investment Officer Ashvin Chhabra today published a new book, "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals"

Appleby Advises Santander on Reorganisation of Santander Private Banking in Jersey

The transaction used the Banking Business (Jersey) Law 1991 which allows a Jersey deposit-taking business to be transferred from one bank to another by means of a Court-sanctioned scheme.

UBS to take Asia wealth management digital

Bank launches innovation centre in Singapore and launches portfolio tracking app for Asia clients

Wealth and Asset Management