Managers of Wealth

Itaú buys rest of Chilean wealth manager MCC it did not own

In a statement, Itaú said the decision to exercise an option to buy the rest of MCC showcases "its clear commitment to the Chilean market

Call it the XX factor for investing

Men Had Their Chance; New Funds Bet on Women

Russian Finance Ministry to exclude Malta from offshore zones

The provisions of the conventions are the same as for most similar documents, which are that a company affiliate’s profits are subject to taxation in the country of location.

Wealth management division changes hands

The firm has purchased the company for an undisclosed sum

SEB Wealth invests pension funds in Baltic private equity

SEB Wealth Management has committed €16.4m from 10 of its pension funds in Estonia, Latvia and Lithuania to investment in small and medium-sized enterprises in the Baltic region via the BaltCap Private Equity Fund II

Private Banks need to adapt to changing needs of the region

Regional and local banks are fast emerging as serious competition to global private banks operating in the region

Rise of the new philanthropists

I'm excited less by financial donation and more with how we can give back to communities

Leading Swiss Private Bank plans wealth management expansion

The Zurich-based firm ranked as the world’s biggest wealth manager for a second straight year

Wealth Managers Enlist Spy Tools to Map Portfolios

Some of the engineers who used to help the Central Intelligence Agency solve problems have moved on to another challenge: determining the value of every conceivable investment in the world.

New generation wealthy wants more than wealth management

Credit Agricole Private Banking books assets from both Switzerland and Singapore due to the top class financial infrastructure and regulatory compliance of these two booking centres.

HSBC wealth arm profits drop as PPI bill increases by £66m

Chairman Douglas Flint said the results showed "a suitably well balanced financial performance" at a time of low interest rates and reduced financial market volumes.

Swiss Wealth Manager launches wealth platform in Taiwan

New wealth management unit that the Swiss bank is launching in Taiwan.

HSBC chairman warns of wealth management risk aversion

HSBC embarked on a strategy two years ago

BNP Paribas acquires Credit Suisse's fund administration arm

One industry expert said the deal would enable Credit Suisse to refocus its resources on its burgeoning prime brokerage business.

Suitability Standards and the World of Wealth Management

Recently, a UK wealth manager announced a suitability-related review of historic account records.

Switzerland's Financial Identity Crisis: The Slow Death of a Secretive Tax Haven

Once was a time when what was Swiss was as clear as an alpine lake.

Natixis Second-Quarter Net Rises 29

“Our results are ahead of schedule laid out in the strategic plan,” Chief Executive Officer Laurent Mignon said in the statement.

Here Are The 7 Current Investing Ideas Credit Suisse Is Giving To Private Clients

Credit Suisse has crunched a mid-year update on its top investment ideas for 2014.

Rothschild private bank forgoes dividend after loss-making year

Rothschild is a so-called second category bank, which also include Geneva-based Lombard Odier and Zurich firm EFG International. These banks will escape prosecution if they detail their wrong-doing with U.S. clients and pay fines under the programme agree

AXA Wealth Sipp sales soar as platform assets rise 30%

AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.

Wealth and Asset Management