Managers of Wealth

Wealth managers hit by regulatory problems and tough markets

WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems

Centric Wealth beefs up domestic equities portfolio, appoints Vinva to manage $100 million

Centric Wealth, part of the Findex Group, has announced the inclusion of Vinva Investment Management to its Australian Equities portfolio via the launch of Australian Equities Extension Fund

Swiss to Keep Tax Breaks for Millionaires, SRF Projections Show

Swiss voters probably elected to keep a 152-year-old tax break for rich foreigners that is in force in Geneva and other wealthy areas

Wealthy Investors Want More Private Equity

While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.

Old Mutual: Fund mergers will trigger clean share class conversion

Old Mutual Wealth is currently moving clients onto its clean charging structure

JP Morgan gets double top in adviser ranking

The US bank once again was named top stockbroker with 211 stock market listed clients.

Managing the Issues of Ultra-High-Net Worth Clients

Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken How Families Evaluate and Select Advisors.”

British expats looking towards Italian property

British expats are becoming more interested in purchasing property in Italy, according to international real estate agency Knight Frank.

VP Bank takes over Liechtenstein bank

With its business model featuring similar core areas of competence, target markets and client structures, VP Bank Group is ideally placed to integrate the extra staff deriving from the takeover successfully, and support them professionally in advising the

Cyprus Citizenship increasingly attractive by foreign investors - C Savva & Associates

Europe has long established itself as the most sought after region in terms of high net worth immigration, accounting for over half of the total number of global citizenship applications, with the Caribbean in second place, followed by North America in th

Managing Asia’s Wealth The HSBC Way

HSBC’s Bernard Rennell wants to work with Asia’s wealthy families on both corporate & private banking.

Singapore steps up as a global wealth capital

City-state increasingly seen as a regional ‘centre of expertise,’ says Canadian who heads up BMO private banking there

Coutts launches pilot scheme that enables customers of the bank to video call their advisor

Customers will be able to speak to several advisors from across the Bank simultaneously and also invite other parties such as joint-account holders additional account signatories or even external professionals to join.

Swiss reject plan to hoard gold, limit immigration

The plan would have forced the Swiss National Bank to buy massive amounts of gold

Swiss to end role as tax haven?

WEALTHY foreigners who have sought tax exile in Switzerland could be tempted to find a new home elsewhere — many in Britain — if Swiss voters back a referendum today abolishing their special status.

Old money chases the new, new thing – again

Tech bubble worries shadow markets

NCB Capital wins best research house award in Euromoney poll

NCB Capital, a major provider of wealth management services in the GCC and claimed to be Saudi Arabia’s largest asset manager, has been named the best overall research house in the annual Euromoney Middle East Equity Research awards for 2014.

Hong Kong's future as financial hub under threat from mainland China

Hong Kong will have to reinvent itself again because it underestimated mainland's ability to evolve

Jersey private client professionals lead the way in Powerful Women list

36 of Jersey’s most influential women have been named in the Citywealth’s IFC Power Women Top 200 list, which was published last week and features women working in a wide range of areas including government, private wealth, private client advi

The Banker Names Butterfield “Bank Of Year”

On Friday, 28 November, international banking industry publication, The Banker, named The Bank of N.T. Butterfield & Son Limited and Butterfield Bank Limited the recipients of its Bank of the Year 2014 Awards in Bermuda and the Cayman Islands.

Wealth and Asset Management