Managers of Wealth

Credit Suisse piecemeal strategy irks investors

Yet almost two years and three investment bank restructurings later, some investors are becoming impatient about what they see as the Swiss lender’s piecemeal strategy and a history of over-optimistic forecasts.

Advisers asking low asset clients to leave: Schroders

A survey of 644 advisers found that 49 per cent have segmented their client base by size

Guernsey fiduciary services industry targets new markets -FT

The trust — a legal concept dating back to ancient Rome — has been a bedrock of Guernsey’s finance industry for the past 50 years.

Guernsey’s economy shows signs of recovery despite protests -FT

Six years on from the global crisis, Guernsey’s comfortable, slow-paced lifestyle remains largely intact.

Uber raises another $1.2 billion, pledges to become 'more humble company'

The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."

CIBC is eyeing acquisitions in the private banking and wealth management

“We’re trying to look at companies that could fit our culture and will contribute not only to the strength of our culture, but also will contribute over the medium term to our bottom line,” Dodig told a conference call with investors Thu

UBS to set up new group asset and liability unit

UBS said on Thursday it will set up a separate group asset and liability unit to help it manage risk in the bank's new structure, which ensures it can be broken up more easily in case of a renewed crisis.

Rich People Want The Government To Keep Their Wealth Secret Because Of Kidnapping Fears

The Coalition may reconsider laws implemented by the previous Labor government, designed to publicly disclose private companies’ taxable income, after fielding complaints from private business owners concerned they may be kidnapped and held for rans

WEF Offers Impact Investing Road Map for Wealthy Families

The World Economic Forum has a message for wealthy families thinking about impact investing: don’t just buy on the buzz, do your homework.

Luxembourg realigns itself as an art and antiques haven

The Grand Duchy is increasingly marketing itself as the go-to place for art-related business in Europe.

Planning for Family Philanthropy

Think about how you discuss philanthropy and charity with your family. Growing up in my family the act of charity was a modeled behaviour, even if it wasn’t discussed outright.

Biggest Bank in U.A.E. Targets Wealth Management

The biggest United Arab Emirates bank by assets, expects to expand its money management business abroad to tap growth in emerging markets.

The moment Sallie Krawcheck got hooked on social

The Ellevate chair spoke with Fortune’s senior editor at large Pattie Sellers about the importance of investing in your connections on social.

Estonia Is First Country In The World To Offer E-Residency

Estonia has become the first country in the world to offer E-Residency, a way of legitimising your online identity throughout the global internet.

7 Things to Know About the Super-Rich Now

The business cycle and investment markets have allowed wealthy business owners to boost the value of assets diminished by the financial crisis.

5 Things High Net Worth Individuals Need To Know About Medical Marijuana

Clouding the issue (pun intended) is medical marijuana vs. recreational marijuana. Most people draw little distinction between recreational and medical marijuana, placing both in the same illegal category.

The “new” way of working that’s slowly starting to shake up banking careers in Asia

Private bankers in Asia may eventually find that their careers are focused more on providing financial advice and less on flogging financial products – and this may make it easier for them to move firms.

China banks' wealth management products given bond, stock market entry

China will allow wealth management products sold by its commercial banks to enter the domestic bond and stock markets, in a move to encourage direct investment through these products instead of through trust companies,

Jersey strengths showcased to key Asian advisers in inaugural Roadshow series

Jersey’s strengths as a centre for wealth management, company listings and fund servicing were showcased to over 500 stakeholders in key Asian markets last month, through Jersey Finance’s inaugural Asia Roadshow.

Wealth and Asset Management