Managers of Wealth

Why you should use auto-enrolment to create clients of the future

There is a wide range of advice models.

Deutsche Bank will take part in a $5 million buyout of wealth management division

Due diligence is expected to be completed by the end of March and and shareholder and regulatory approval completed by the end of the financial year.

Rothschild to pay bonuses early

A final decision on the timing of bonuses is expected to be taken before the Rothschild group’s year end on March 31

Wealth management failings hit Big Four’s ‘share of wallet’

Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia's Big Four banks

CIBC Tops International Global Banking Awards

CIBC is renowned for its cutting edge approach - including being first to market with many key innovations in recent years.

Towry offers £2.75 for Ashcourt Rowan shares

The two companies claimed that combined they will be one of the top 20 players in the UK private wealth market by assets under management.

HSBC Says Gulliver Paid Taxes After Opening Swiss Account

HSBC Holdings Plc, struggling to contain a political storm over the bank’s facilitation of tax evasion through its Swiss unit

HSBC furore puts pressure on sales of private banking units by RBS and Generali

The controversial tax practices of the Swiss private banking industry are threatening to disrupt two potential takeover deals in the sector.

Queen’s bank in film tax avoidance scheme

COUTTS, the bank used by the Queen, earned millions of pounds in commission by helping investors avoid tax in film schemes

Revealed: Inside the business of polo

It is a rare sport that can attract the wealthiest of the wealthy, the most glamorous in town and royalty all at the same time.

Credit Suisse to launch new digital wealth management offering

Next month Credit Suisse Private Bank will be rolling out new digital capabilities in Asia, and April will see the launch of a tablet banking offering in Switzerland.

Wealth management market growing rapidly in China

According to McKinsey & Company, some 60% of China's high-income earners have assets abroad, and their overseas investments account for 10% of their total assets.

Skënderbeg launches four single-manager funds with Your Wealth AG

Skënderbeg Funds AGmvK, an investment fund for qualified investors under Liechtenstein law (umbrella fund), launched four traditional single-manager funds together with Your Wealth AG on 12th January.

UBS shifts capital strategy as regulatory goalposts move

The decision by UBS to shift stance and issue high-trigger CoCos paid off early after the Swiss government announced on Wednesday

Lombard Odier’s three-year plan to double UK wealth assets

Dominic Tremlett first came to London as Lombard Odier’s head of UK private banking two years ago

UBS to combine EU businesses in one unit: Handelsblatt

A preliminary decision on where the unit will be based is to be made next week, the paper said, adding that talks with German financial watchdog Bafin were advanced.

Bank’s film schemes set up to avoid tax

HSBC’s London office earned millions of pounds in fees by creating some of Britain’s largest tax avoidance schemes

Rachel recognised with Gold award from Close

Close Finance’s Rachel Scott Renouf has won a gold award in the Group’s inaugural Recognition Awards.

Private Wealth Management Industry Invests In More MBA Talent by Seb Murray, MBA Careers

Wealth management companies and units at banks have increased global recruitment significantly, as wealth managers grapple with new technologies and regulatory changes.

Two Deals Bring Attention to Banking’s Safra Family

On a single day last fall, two deals were coming together that would draw unusual attention to a banking family that prefers to remain in the shadows

Wealth and Asset Management