Managers of Wealth

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

HSBC begins closing Jersey accounts

The bank is carrying out checks on the identity and address of thousands of its customers on the Channel Islands, and is closing accounts that do not meet tax compliance standards.

New investment firm intends to 'shake up' cash market

Aiming to 'shake-up' the cash deposit market, the service allows users to have a new account with an underlying bank in 24 to 48 hours.

China Everbright Bank Said to Consider Wealth-Management Spinoff

The Beijing-based bank hasn’t submitted any proposal to the regulator, the people said, asking not to be identified as they aren’t allowed to speak publicly.

Managing Hollywood’s Shrinking Wealth

Hollywood is no longer paying what it once did, even though many actors and screenwriters don’t want to believe it.

Job losses as RBS closes Jersey wealth management business

33 employees in the International Wealth Management and Technology Services teams face the prospect of redundancy.

Is Your Financial Adviser a Fiduciary ... or Just a Douche?

Would you have as much faith in your guidance counselor's recommendation to attend a college if she received a $5,000 kickback from that college for every student she convinced to matriculate?

Cantor & Webb Honored to Receive Tax Advice Award

Judges report that the winner of this award gave a clear illustration of how they manage the complex needs of their international clients, and offered a clear description of their positive interaction with leading authorities in the industry.

EFG Asset Management's Mansfield Mok Awarded 'Alpha Manager of the Year 2015'

Mansfield is one of 181 managers recognised by FE as the top 10% of managers with funds registered in the UK. In the China/Greater China sector,

StanChart capital raising would be "major surprise" -investor Aberdeen

Standard Chartered's second biggest investor Aberdeen Asset Management said it would be a "major surprise" if the bank moved to raise capital in the near future

RBS thinning out bidders for International private-banking arm

UBP is the preferred bidder and an agreement might be reached as early as this month, said the people, who cautioned that the talks could still be delayed or fall apart.

RBC recognized with five top honours at the Family Wealth Report Awards

RBC's global strength recognized with awards for top "Canadian Private Bank", "Institutional Trust or Fiduciary Company", "Private Bank - Wealth Structuring Offering", "PR Program" and "Global Custodian&am

RBC recognized with five top honours at the Family Wealth Report Awards

Outgoing StanChart boss received $5.1m for 2014

He may have forgone his bonus for 2014 but Peter Sands, who will shortly be replaced as Standard Chartered's chief executive by Bill Winters, still took home $5.1m last year.

Northland Wealth Management crowned 'Best Canadian Wealth Manager'

Winning this prestigious award not only sets Northland Wealth Management apart from its competitors, but also provides a tangible demonstration of what makes us exceptional:

Chubb Wins Family Wealth Report Award

The Chubb Group of Insurance Companies has received the Insurance Solution award from the Family Wealth Report

Wealth and Asset Management