Managers of Wealth

Julius Baer Becomes Title Sponsor For Punta Del Este Eprix

For Julius Baer, Formula E, with its visionary approach and global reach, is an ideal sponsorship platform

Swiss scion targets Middle East

The family-friendly approach is one of the selling points Lombard Odier is using in its push into private banking, wealth and asset management in the region.

Abu Dhabi set to become international private banking heavyweight

A recent survey by the research consultancy Insight Discovery identified about 60 private banks battling each other for increasingly sophisticated business, overwhelmingly from bases in Dubai.

Canaccord Genuity Wealth Management fund experts named in Citywire top 100

Three employees from Canaccord Genuity Wealth Management in the Channel Islands have been included in the Citywire Top 100 Fund Selectors list for 2014.

Züricher Kantonalbank acquires Swisscanto in CHF360m deal

The bank confirmed in October that it was in talks with 23 other cantonal banks to buy their stakes in the company, which manages CHF53bn in assets.

First Canadian Independent Wealth Management Firm to be Nominated for 2015 Private Asset Management Awards

Northland Wealth Management, a recognized leader in the Canadian wealth management industry, is the first independent Canadian wealth management firm to be selected for nomination by Private Asset Management [PAM] Magazine's prestigious annual awards

High Net Worth Panel Launched

The first launch will be in the UK and is scheduled for the first week of January 2015, but RCR says it plans to add a new market every six to eight weeks. The firm says the product is 'the first independent

Wealth distribution in Austria particularly unjust: expert

In an interview with the APA Schnetzer called for a higher taxation of capital in the EU, along with a coordinated wage policy that would see wages increase in tandem with productivity growth.

Chinese wealth next stop for hush-hush Swiss bankers

Swiss bankers worry this will make the country less attractive for investment

Investec Move "Huge Vote of Confidence" for Guernsey on AIFMD

The island's financial services regulator has reported a total of 140 new funds during the 12 months to the end of September

Swiss bank seals deal to buy asset manager Swisscanto

"The takeover is simply a quantum leap which, in a short time, allows us to implement our strategy more quickly," Martin Scholl told Reuters on the sidelines of a news conference to present the deal.

Advisers back inheritance tax reform: OM Wealth

Research from Old Mutual Wealth has revealed adviser support for inheritance tax reform, with 44 per cent of advisers in favour of lifting the threshold to £1m.

Salamanca appoints new head of trust team

Watson previously managed personal tax matters for high net-worth individuals within UK accounting firms, before moving to Geneva where she took on senior roles for independent trust companies.

UBS Boosts Payout for Advisor Business Growth in 2015

Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.

Canaccord Genuity fund experts in Citywire top 100

Three employees from Canaccord Genuity Wealth Management in the Channel Islands have been included in the Citywire Top 100 Fund Selectors list for 2014.

Wirehouse Demise Exaggerated - Sallie Krawcheck

Reports of the wirehouses' demise have been greatly exaggerated.

Schroders proposes charity fund merger

A vote on the matter will be called at an extraordinary general meeting of unitholders on the 14th of January.

Canadian banks see clearing skies after Caribbean storms

There are opportunities for growth in that market for sure

Swiss private bank continues Asian expansion

The rapid growth of Asia’s super rich has made the region a prime target for the industry since the global financial crisis but many banks have struggled to produce profits in the face of rising regulatory costs, particularly around money laundering

Coutts & Co fined in Singapore for conducting business via unregulated representative

Coutts & Co’s Singapore operation has been subject to a $30,000 administrative penalty for contravening rules set forth by the Securities and Investments Act relating to unregulated representatives

Wealth and Asset Management