Managers of Wealth

Crown Prince meets Group CEO of LGT Group Foundation

He welcomed the group's interest in expanding its financial operations in Bahrain

Asia – The New 'Frontier' For Wealth Planning

This area has potential for significant growth given Singapore's burgeoning wealth management industry

Pulling power – Fund distributor with Mirabaud

Bertrand Bricheux, head of Mirabaud Asset Management’s fund marketing, explains how his growing team is giving the group a major foothold within the global asset management industry.

Credit Suisse’s Ferrari Has ‘No Limit’ in Hunt for Wealth Assets

The banker oversees a business that boosted headcount by 11 percent last year

Atlantic Trust receives national recognition at Family Wealth Report Awards

The Family Wealth Report is a leading trade publication covering news and other developing stories in the North American wealth management, family office and HNW/UHNW sectors.

Credit Suisse’s Ferrari Has ‘No Limit’ in Hunt for Wealth Assets

Credit Suisse Group AG is seeking to increase the assets managed by its Asia-Pacific private banking and wealth-management unit to account for about a quarter of the firm’s global total.

Investment Quorum's Petronella West proclaimed Wealth Manager of the Year

Petronella West, Director - Private Clients at independent boutique wealth management firm Investment Quorum, one of the wealth management industry’s best known and most respected figures, has been proclaimed winner of the ‘FactSet Award for W

Schroders closing Cayman and Swiss branches

“Following an internal review, we have taken the decision to exit our trust businesses in Switzerland and the Cayman Islands.

Billionaire Safra’s Swiss Bank May Seek Further Acquisitions

Safra Sarasin set aside “adequate provisions,” including for a Justice Department disclosure program for Swiss banks, it said.

Vontobel intensifies network race with new clients

Vontobelowned structured product platform Deritrade has signed up four buyside clients, in the latest attempt to move ahead of rival Contineo in the race for private banking clients in Asia.

Morgan Stanley's Asia wealth business goes local

With this, Morgan Stanley is the only global wealth manager whose Asia business is managed via a locally incorporated bank

Credit Suisse Launches Global Digital Private Banking Capabilities with Asia Pacific Release in Singapore

Credit Suisse on March 18 announced the launch of a global digital private banking platform for clients in Asia Pacific

UBS Wealth Management Americas Re-Brands Retirement Plan Consulting Business

With a shifting environment and ongoing regulatory changes, including potential new DOL fiduciary rules, retirement plans face growing complexity and increasingly seek consulting services.

Bringing the C-Word back to Wealth Management by Annie Catchpole, Scorpio Partnership

If your wife tells you that she doesn’t want a birthday present, should you buy her one anyway?

Halifax Share Dealing Wins the Public Vote

At a ceremony at The Guildhall last night announcing the winners of The City of London Wealth Management Awards, Natasha Kaplinsky presented Halifax Sharedealing with the Award for Best Execution-Only Equity Sharedealing Service.

Trouble With Trusts When Transferring Wealth

One only need look at the headlines in the case of Robert Durst to see the importance of this hypothesis.

Wall Street's trillion dollar money managers are under threat from a new breed of low-cost advisers

UBS, Bank of America, and Morgan Stanley stand out in the global wealth management industry, each responsible for handling more than $1 trillion in investors' assets.

First Republic Named Top Private Bank In U.S.

The award is the second in the past two months for First Republic

HSBC sneaks out details of £4m windfall for 11 executives

The biggest winner was Samir Assaf, the head of its investment bank, who received shares worth almost £1.1million.

World Wealth Report Wins Best PR Program Award at Family Wealth Report Awards 2015

The launch showcased key report findings on the growth of the global high net worth population

Wealth and Asset Management