Managers of Wealth

Morgan Stanley executives visit brokerages to reassure after data theft

The tour is part of a broader "communications program" Fleming and his deputies have embarked

Swiss bank invests in Aussie asset manager

The Bonhote Bank Switzerland has entered into a formal relationship with Melbourne-based asset manager Giles Wade.

Helen Hatton to speak in Grand Bahama at International Business & Finance Summit

Complying with international standards can be a daunting challenge for a jurisdiction.

Roll back the red-tape on wealth managers and don’t lump them in with banks, says CISI

Wealth managers, whose focus is on individuals, are badly served by being lumped in with “banks” and are straining to cope with aggressive compliance requirements from the FCA

Avoid the deadly sins of luxury marketing: Wealth-X exec

Brands can use research to find the right affluent individuals that will be a good fit for their merchandise, regardless of former interactions.

UBS’s Richest Clients Seen Flocking To Dollars After Swiss Franc Shock

The Swiss National Bank stunned markets on Thursday by abolishing the franc’s three year-old cap of 1.20 per euro, causing the currency to soar as much as 41 percent against the common currency.

Pictet AM set to launch first RQFII bond fund

Pictet Asset Management expects to come to market with the product this quarter as one of several RQFII funds it has planned for the coming year.

Consortium comprising DBS shortlisted to buy Coutts: Sources

A consortium comprising Singapore’s DBS Group Holdings is among the shortlist of banks for the second-round sale process of Coutts International

Old Mutual Wealth launches adviser-led self service option

Old Mutual Wealth has launched a new adviser-led self-service option for its investment platform that will allow clients to top-up their Isa and collective investment accounts online.

Here's The Who's Who In China's Offshore Tax Havens

The growing onshore and offshore wealth of China's elites "may not be strictly illegal

Tycoon’s asset move causes needless worry

Rumors are running wild that Hong Kong tycoon Li Ka-Shing is set to move his assets out of Hong Kong and the Chinese mainland, with some considering this as an indication of a vast devaluation to yuan denominated assets.

Old Mutual Int'l launches 'commission ban' compliant bond

The Wealth Management Plan is a single premium product, but will accept non-contractual recurring premiums after 12 months.

Challenger bank gears up to sign its first clients

Hampden & Co, the first private bank to come through the new route to get a banking licence, plans to open the door to new clients before the end of March after securing the final pieces of its payments systems.

Towry teams up with magazine to target footballers' finances

Towry has formed a partnership with Professional Player magazine in a move to offer financial planning and investment management to footballers.

Swiss group UBP unveils China AM subsidiary

"We are delighted to announce the creation of this new company, which reflects our ability to partner with the best asset managers in order to deliver high-quality investment solutions to our clients.

Next-gen to get $16 trillion of ultra-high net worth wealth

At least $16 trillion of global ultra-high net worth (UHNW) wealth will be transferred to the next generation over the next 30 years

Julius Baer to sponsor the Dubai Gold Cup 2015

Julius Baer, the leading Swiss private banking group, has announced that it will be the title and a team sponsor for the Dubai Gold Cup 2015, part of the Dubai Polo Gold Cup Series.

Standard Chartered to close Swiss private bank

"We have moved the majority of accounts to our other booking centres, e.g. Jersey, London and Dubai," the spokeswoman said in an emailed statement.

Storytelling To Raise Capital

On the other hand, raising capital in every field is extremely competitive.

Prepare for the largest wealth transfer in history

Wealth-X and NFP Family Wealth Transfers Report identifies largest transfer of global wealth in history

Wealth and Asset Management