Managers of Wealth

BTG Pactual plans to open Miami wealth management branch

At the end of last year, BTG Pactual oversaw 81 billion reais for wealthy clients.

Macquarie Private Wealth: The silver doughnut that left a hole in investors' nest eggs

Glancing up at the sparkling silver doughnut logo as he walked into the millionaires' factory for a meeting with his Macquarie Private Wealth adviser in July 2009, Don Waller was hopeful that this meeting would be kinder than the last.

Standard Chartered Malaysia to focus on wealth management

Standard Chartered Bank Malaysia sees strong growth and demand for wealth management products and services in Malaysia.

What it takes to make it to the top in asset management

Want to make it to CEO of an asset management firm? There are three things you need to have in your favour. Firstly, you will almost certainly be male, you are also increasingly likely to be working for the firm you aim to lead and you will probably have

Andorra Follows Up on U.S. Inquiry by Cracking Down on BPA

Andorran judiciary officials had also raised questions. Whether for lack of expertise or energy, their investigations went nowhere.

‘HSBC has specifically targeted Argentina’

Tax Justice Network head John Christensen warns about the bank’s lobbying power

Julius Baer CEO Denies Deal Talks With Credit Suisse

But regardless of whether or not they're merging with anyone, Baer's shares have soared their highest level in 10 years.

Advisers flub in talking about wealth transfer

Majority losing big opportunity to hold onto assets from generation to generation

Nippon Wealth sees clear path in crowded HK

The bank will focus on providing Japanese investments in funds and PE structures after being granted the first locally incorporated bank licence by HKMA for 50 years

RBS Coutts second bank in Singapore linked to 1MDB, says paper

Singapore's Business Times today said it had obtained documents confirming the involvement of another bank in the island state with 1MDB

National wealth manager sees triple exit across regional offices

The reasons for his departure are not known.

Cristiano Ronaldo could be set to become the new international face of leading Swiss Private Bank

If ongoing negotiations between the bank and the Portuguese footballer's agents come to fruition.

Charity goal achieved by Arbuthnot Latham

Arbuthnot Latham also welcomed Stephanie, wife of the late footballer Bobby Moore OBE, to speak about the work of the charity and its aim to raise awareness of bowel cancer.

RBC Continues Strategic Review of Its International Wealth-Management Business

RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.

Managing Risk in Family Businesses

While advisors fiddle with asset allocations, families may face disaster

Private bank Coutts trims equity positions, favours Spain, Italy over Germany

Private bank Coutts is selling some of its equity positions after a sharp stock market rally in Europe and Japan since October

Bank Wealth Execs: How Much Are They Paid?

Banks talk a big game about the importance of wealth management, and for many of the biggest, it's not just lip service

The world of private banking has undergone major overhauls

In this environment, Switzerland's financial industry seems to be most affected. I am however confident that the stability of the country coupled with its deep-rooted tradition of excellence in private-banking services will continue to be important a

deVere named winner of ‘Excellence in Independent Financial Advice'

These high-profile international awards celebrate and reward outstanding individuals, teams and organisations in their respective fields of expertise.

Sesame advisers look set to shun new network

A group of them have already said they will go directly authorised and use Bankhall’s services rather than join another network.

Wealth and Asset Management