Managers of Wealth

Ultra-Wealthy Inheritors Are Planning To Directly Invest In Companies

Clearly, deal making by the ultra-wealthy appears to be a constant

Premium financing for HNWIs, family offices and companies

Premium financing has eased the process of obtaining life insurance for wealthy parties. Appleby Group advises on its technicalities

WMA joins forces with NCA to fight wealth cyber crime

The Wealth Management Association (WMA) is working closely with the National Crime Agency (NCA) to help wealth managers address the growing issue of cyber crime

Asia's rich outpace growth in private bankers

"There is a serious talent gap problem because Asia, particularly China, has a lot of increasingly wealthy people who need private bank services," he said. "However, most private banks traditionally based their biggest teams in the US or Eu

Canaccord Genuity expands global footprint with presence in Dubai

Since joining the firm in 2005, Sachin has been actively involved with the firm's cross border M&A activity between Canada and the Indian subcontinent and Middle East.

How Cypriot Banks Are Luring Investors From New York and Moscow

The Moet & Chandon was flowing, as Victor Kislyi, the 38-year-old Belarusian founder and chief executive officer of Wargaming Pcl, mingled with members of the board of Hellenic Bank Pcl, in which Wargaming owns a 26 percent stake.

Franc’s Surge Leaves Swiss Private Bankers Facing Pay Cuts

Switzerland’s private banks are under pressure to cut pay and jobs as the surge in the country’s currency raises costs for companies already hurt by dwindling assets.

Super-Rich Families Take On Risk To Delight Of Investment Bankers

The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers

RBC Wealth Management named Jersey Trust Company of the Year

RBC Wealth Management has been named ‘Trust Company of the Year, Jersey’ at the Citywealth International Financial Centre (IFC) Awards

Jersey maintains leading position for high value corporate listings as global market capitalisation rises

The latest figures show that there are now a total of 110 Jersey companies listed on exchanges around the world, reflecting growth of 13% on 2013 figures, whilst the total market capitalisation of those companies rose by around 62% year-on-year to £

Asia's rich chase dollar rally as volatility haven

Asia's wealthiest families are snapping up dollars as a haven from the volatility plaguing financial markets

Rathbones’ Coombs cuts stake in Schroder UK trust

But Rathbones’ head of multi asset David Coombs has disposed a 3.7 per cent position in the trust

Credit Suisse May Consider Private Banking Purchases in Italy

Credit Suisse Group AG (CSGN), Switzerland’s second-biggest bank, may consider buying private-banking businesses in Italy that cater to the ultra-rich

Smaller Swiss private banks most exposed to SNB policy shock

This means that, instead of receiving interest on that money, affected banks have to pay the SNB for looking after it

RBC Is Buying The Bank That Once Lent Frank Sinatra Cash To Pay Ransom For His Kidnapped Son

A staple in the entertainment business, City National, founded in 1954, more recently helped manage the money of celebrities ranging from actor Michael J. Fox to producer Jerry Bruckheimer

Brewin Dolphin signs up for second presidential year

Wealth management firm Brewin Dolphin has signed up to support the North East Chamber of Commerce President’s Club

Equiom Group continues its expansion

This move sees Equiom establish a presence in the region for the first time

Swiss bank on safe haven label to become world's data vault

Switzerland, facing an erosion of the banking secrecy laws that helped make it the world's banker, is now touting its reputation as a safe and stable haven to become a global data vault

Brewin Dolphin brushes off a drop in commission to increase assets under management

Wealth manager said market volatility had kept transaction volumes low in recent months

Wealth management firm Mattioli Woods buys pension business for £1

The amount of clients' money managed by Mattioli Woods has now topped £5 billion for the first time – up 16 per cent year on year.

Wealth and Asset Management