Managers of Wealth

‘Different’ Towry plans to expand investment offering

Towry has outlined plans to expand its investment proposition following its acquisition of financial planning and discretionary firm Ashcourt Rowan.

There's a massive poaching raid going on at Lehman's old wealth management shop

Barclays is selling the business to Stifel Financial Corp

Asian investors seek global exposure, says Deutsche AWM

Deutsche Asset & Wealth Management (Deutsche AWM) says that it is seeking to tap demand from Asian asset owners for higher global investment allocations

Swiss Banks Likely To Continue Shoring Up Capital As SNB Proposes Higher Leverage Ratio Requirement

The largest Swiss banks UBS and Credit Suisse may have to keep working on their balance sheet quality over the next few quarters, as the Swiss National Bank is pushing for stricter rules governing their leverage ratio requirements.

Credit Suisse Sets Sights on UBS in Battle Over Private Banking

UBS and Credit Suisse, with business operations spanning the globe and headquarters a few blocks apart in Zurich, have long been fierce rivals.

Dubai private banker fired by ABN Amro

ABN Amro said on Monday it had fired an employee as part of an internal investigation into its private banking operations in Dubai

Rothschild, Canaccord among top performers

Wealth managers may have struggled to generate alpha in 2014, but rising markets and low inflation meant they were comfortably able to generate positive returns for their clients.

15th Berenberg Polo Derby: Hamburg polo highlight celebrates anniversary

It is the year of anniversaries in the Berenberg world. In 2015, not only is Germany’s oldest private bank celebrating its 425th birthday, the Berenberg Polo Derby is also being staged from the 15th time.

Switzerland faces competition from Asian booking centers

Dubai emerges a fast growing asset booking centre

Switzerland admits being ‘attractive’ for money laundering

Switzerland has been facing pressure from several nations to share details of Swiss bank customers suspected of holding illicit funds

What marketers can learn from private banking and the Daddos

The only thing we did have in common is our lack of the need of anything approaching a private bank.

Caledonia Investments To Acquire Seven Investment Management

Seven Investment Management is currently owned by Allied Zurich Holdings Ltd and Aegon UK through 7IM Holdings Ltd.

Wealth Adviser: A Way to Differentiate Yourself From the Pack

Lack of patience leads to alternative failures

Six Must-Knows for Wealth Advisors in 2016

Traditional wealth management firms may be lagging behind their upstart rivals in client service, particularly in servicing the digital demands of today’s customers.

Natixis recasts EM unit in AUM push

Natixis has restructured its emerging markets business, bringing its staff into one new autonomous unit. The new business aims to triple its AUM within five years and is looking to increase its headcount in Singapore.

More money flies into Swiss banks

Deposits by Bangladeshis go up by 36pc; political unrest, poor investment scope seen as reasons

CAIS and Mercer Bring Institutional Private Equity Solution to Wealth Management

CAIS Meets Advisor Demand for Access to Private Equity Funds

Brokerages Keeping the Rich, But What About the Heirs?

The wirehouses hold 42% of the $11.3 trillion high-net-worth market

Wealth advisory firm opens Boston office

An investment management and wealth advisory firm for high net worth individuals and families, announced today the opening of its Boston office

UBS, Credit Suisse Should Build Up Crisis Buffers, SNB Says

UBS Group AG and Credit Suisse Group AG would probably suffer substantial losses in a financial crisis

Wealth and Asset Management