Managers of Wealth

Does Yale Need Another $150 Million?

It already has plenty of snazzy performing arts centers on campus.

Business Families Foundation and RBC partner to keep more businesses in the family

The partnership includes a $1.65 million financial commitment from RBC over five years.

Wealth managers in Singapore woo the emerging affluent

Industry observers say wealth managers are also looking to provide more than just financial-related services, to keep their clients.

HSBC’s Geneva bank ‘no longer a place to hide untaxed assets’

Switzerland CEO Franco Morra says mentality has changed a lot

Wealthy Asians turn to the internet for investment tips

The attraction of the internet is luring highnetworth Asians away from wealth managers as they look for investment opportunities in blogs and social media, raising questions over traditional sources of advice.

Revealed: Sectors that will help UAE residents become richer this year

New list of sectors that will help UAE residents make millions and multiply them into billions

Davy adds £230m AUM with latest wealth manager buy

The deal marks Davy's sixth acquisition to date

Luxembourg Private Bank to close Singapore office

Despite the potential that Asia represents in terms of private banking markets, this decision was adopted after reviewing BIL group’s international presence in light of the new strategic framework and after completion of necessary procedures and int

Wealthy turn their noses up at high IFA charges: survey

An Unbiased survey of its listed advisers showed a 14 per cent decrease in the average hourly rate from £175 an hour in 2013 to £150 an hour in 2014.

Agnelli family, Fiat founders, adds $2bn to fortune selling property agent Cushman & Wakefield

As well as Fiat, which took control of struggling US rival Chrysler last year, the Agnellis’ empire spans Italian football club Juventus as well as CNH Industrial, which makes construction machinery and commercial vehicles.

BMO Private Banking Introduces new all-in-one service catered to HNW's

New program includes a customized wealth plan and a full suite of services designed to evolve should circumstances change

Mass walkout at Swedish Private Bank

In total there are about 10 people.

Schroders signs up to corporate access platform

ingage has announced that Schroders UK and European Equity team will be using the ingage IR platform to help with their corporate access requirements

NAB Wealth boss muted on rise of IFAs

NAB Wealth group executive Andrew Hagger has said the bank intends to grow both its adviser and IFA channels

Are wealth managers risking technological exclusion?

Suitability is back at the top of the regulator’s agenda this year, but many wealth managers are still behind the curve, according to Wealth Dynamix CEO Gary Linieres

“There is (Still) No Country Like Switzerland,” Says HSBC’s Swiss Chief

The CEO cited data showing that as of 2013, Switzerland still accounted for about 2.1 trillion Swiss francs

What Does A $30 Trillion Customer Service Experience Look Like?

Did you know that baby boomers are expected to pass down over $30 trillion to their children, or whomever may be lucky enough to be named in their wills? Neither did I.

Great disruption looming for Asia's private banks

The cosy relationship between private banks and underwriters is an ideal target, says Jonathan Rogers.

Merrill Lynch Head: There Is Value in Robos

Thiel cited a study that found when individual investors work on their own, their portfolio experiences behavioral drag, because most people have a fundamental inability to buy and sell at the right time.

Citywealth Magic Circle winners announced

Citywealth has announced its Magic Circle Awards winners for 2015. A total of 35 companies and individuals have been selected for their outstanding performance, by more than 15,200 public votes and 10 judges within the wealth management sector.

Wealth and Asset Management