Managers of Wealth

UBS Tightens Rules on Staff Trading for Personal Accounts

UBS AG is tightening its rules on how employees can trade securities for personal accounts, telling staffers it wants to prevent potential abuses.

Asia private banks get US amnesty warning

Private banks in Asia could well be next under the spotlight as US authorities step up their campaign to clamp down on tax avoidance, according to Latham & Watkins.

Wealth Management Association to lead strategic review of industry

Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.

Private Banking Special 2014: The Rise Of Asia

Singapore and Hong Kong offer service quality, professionalism and expertise, writes Fouad Hamiyeh, head of UAE Offices, Crédit Agricole Private Banking.

Wealth-X Launches UHNW Philanthropy Report At Global Citizen Forum In Toronto

Wealth-X launched the Wealth-X and Arton Capital Philanthropy Report 2014 at the Global Citizen Forum in Toronto on 3 October 2014. Wealth-X CEO Mykolas Rambus presented findings from the report and David Friedman, Wealth-X President, spoke on a panel on

Wealth-X Named Founding Chair Of Global Residence and Citizenship Council

The Global Residence and Citizenship Council and its founding members aim to create awareness of the standards in the global residence and citizenship industry and the due diligence governing these processes in order to ensure that they are maintained at

AIC bemoans IFAs holding trusts but refusing to recommend

The director general of the Association of Investment Companies has bemoaned the fact that a number of financial advisers are not offering investment companies to their clients, despite seeing the benefits and using them in their own portfolios.

Swiss bank continues to sharpen its focus on private banking

Plans to reorganize asset management business

Wealth Adviser: Avoiding the Headaches of a Rock-Star Firm

The model appeals to young talent, and it obliges senior advisers to think of themselves less as stars and more as mentors.

Arbuthnot Latham Dubai celebrates first anniversary

Arbuthnot Latham today celebrates the first anniversary of the opening of its Dubai international office.

Vistra Acquires Qubus Management AG

The acquisition will bring Vistra’s combined staff numbers in Geneva, Zürich and Zug to eighty four

Ultra-Wealthy “Millennials” Are Idealistic, But Not Alienated; Challenge Stereotype of the “Idle Rich”

Morgan Stanley Private Wealth Management/Campden Wealth “Next Generation” Survey Looks at Families Ranging in Net Worth from $25 million to Over $100 MillionMost Next-Gen Wealthy Look to Manage Wealth the Old-Fashioned Way, Via Advisors

DBS completes deal for Societe Generale's Asian private banking wing

With the acquisition, DBS said it now has S$88 billion in high net worth assets under management and S$129 billion in assets under management for all wealth customers.

Banque Havilland acquires Liechtenstein private bank

The acquisition support the strategy of the Banque Havilland , build an international private banking group, which had specialized in high net worth individuals , particularly from regions with high growth potential .

Societe Generale expands its private banking offering in Croatia

Splitska Banka, the subsidiary of the Societe Generale group in Croatia, is expanding its private banking offering for top-tier wealth management clients, supported by the expertise of Societe Generale Private Banking (SGPB).

Private Banking Special 2014: Cost, Consolidation And Complexity

Only firms with the required capital, platform, profitability and a clear strategic focus will be successful in this competitive industry, writes the head of J.P. Morgan Private Bank for the Middle East.

Speakers confirmed for Guernsey Trusts event

The full speaker line up has now been confirmed for Businesslife Events' Guernsey Trust Conference: ‘Trust is only the beginning’.

Julius Baer plans final Merrill cuts

Mr Collardi said: “We still have a tail of people that have to leave the company as a result of the Merrill transaction. [They] know who they are and will be leaving us by the end of this year.”

RBS 'will stop Coutts International buyer using brand'

Royal Bank of Scotland hires Goldman Sachs to find buyer for internation arm of private bank, according to reports

Private jets expensed using hedge fund fees

“We have seen some very bad examples, such as hedge funds paying salaries from the funds and private jets put through the fund expenses,” said Ed Francis, head of investment for Europe, the Middle East and Africa at Towers Watson, a consultan

Wealth and Asset Management