Managers of Wealth

Julius Baer Jumps on Credit Suisse Takeover Speculation

Julius Baer Group Ltd. jumped to the highest since it began trading in its current form more than five years ago

Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms

How Rich Millennials Will Reshape Wealth Management

Every generation of affluent consumers makes their mark in reshaping the wealth management industry

£1m stake in wealth boutique changes hands

A significant interest in European Wealth has been sold on the market.

UK financial adviser to launch high net worth wealth service

Both companies will continue to outsource investment management.

UBP chief rejects claims that Swiss private banking is dead

“The high level of expertise we have, as well as the stability of Switzerland and its low debt levels, still make it an attractive place as a custodian of wealthy people’s assets,” Mr de Picciotto told the Financial Times in a rare inter

Harrogate firm to launch high net worth wealth service

The wealth management arm will offer a range of financial planning and portfolio management services to new and existing high net worth clients.

Stem cell company tells investors, 'Make money and save humanity'

A new investment model will see high net worths sponsor ground-breaking research to wipe out the world's diseases

German Econ Min: Would Freeze Bank Accounts of Greeks Suspected of Tax Fraud-Report

Germany would be willing to freeze the bank accounts of wealthy Greeks suspected of tax fraud

Goldman Sachs gives away £17m to UK charities

The investment bank increased its donations to UK charities in the past year, with schools and universities the main beneficiaries

Wealth management titans engage in war of words

A war of words between two of the biggest names in wealth management last month may have only been the first salvo in what could be a long-running feud.

Advisory fees show signs of a rebound

Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue

Monex Group Joins a Consortium of Investors Forming Wealth Management Bank

The Japanese company which owns a number of subsidiaries providing online securities and foreign exchange trading is venturing into a new business endeavor with a number of partners.

The Lion Wakes: a Modern History of HSBC by Richard Roberts and David Kynaston: review

Jeremy Warner explores HSBC's rise from an outpost of empire to a global leviathan

Change our tax system to keep our wealth creators

Before you write it off as a tax cut for the rich, weigh up the real and tangible benefits of this radical plan

Rob Arnott Wins Wealth Management Madness 2015

Founder and chairman of Research Affiliates Rob Arnott is the 2015 champion of Wealth Management Madness

DiCaprio proposes resort on private island to “change the world”

In an article published in its Sunday print edition, the New York Times announced that Leonardo DiCaprio has plans to change the world.

Swiss Private bank trims executive ranks of Americas wealth management unit

Two members of the firms's Wealth Management Americas' executive committee have stepped down

British Expats Facing Confusion Over Onshore and Offshore Bank Accounts

British people and expats with accounts with international banks in the Channel Island of Jersey are facing confusion over a global clampdown on tax avoidance and money laundering

Caribbean tax haven resists UK pressure for company register

The government of the British Virgin Islands (BVI) said it has no plans to establish a central register of true company owners

Wealth and Asset Management