Managers of Wealth

Helvetia May Sell to Rich Clients After Raiffeisen Buys Wegelin

Raiffeisen bought Wegelin after the 270-year-old Swiss wealth manager came under investigation in the U.S. for allegedly helping Americans evade taxes.

Carnegie names new President and CEO

He has more than 20 years’ experience of wealth management and joins Carnegie from Swedbank Robur, where he is CEO and a member of Swedbank’s senior management.

Chelsea branch of wealth management firm Killik & Co reopens

Killik & Co has reopened its Chelsea branch at 45 Cadogan Street following extensive refurbishment, providing greater scope for its enlarged team of six to cater for its growing client base within the community.

French bankers miss a left turn and head to UK

Le Grand Depart has started early. High-earning Parisians who normally escape the French capital for the month of August have already crossed the Channel.

Power to Asia’s women

Yet few women in Asia make it to the top. Social norms undervalue girls and women, with sex-selection abortions resulting in an estimated 1.3 million girls per year not being born in China and India alone.

Wealth managers warn of erosion in investor rights

The ASX is proposing to lift the limit on how much companies worth less than $300 million can raise by issuing new shares.

Mondiale launches UK wealth management service

Included in the proposition is a multi-asset guaranteed capital investment vehicle that has proved hugely popular on the Continent, attracting some €36bn.

UBS will merge wealth mgmt, investment Offices - HZ says

Ulrich Hoffmann, currently head of operations in the wealth management unit, will lead the combined department, which will have 7,000 workers, the Swiss newspaper reported in a pre- release of an article to be published tomorrow.

‘Africa is very central to our strategy’ - StanChart

The strategic discussion at the beginning centered on how to enter each market. And we opened our doors in early 2007and the work and journey since then has been very.

The cost of acquiring a HNW client

Strategy consultants MDRC have today published a report on the cost of acquiring a HNW client.

Charities have to tackle 'new normal' economic conditions to survive - PwC

An economic climate of disappointing growth and volatility could be the 'new normal' for charities, prolonging the challenging fundraising climate, and further shocks cannot be ruled out.

Secrets To Multi-Million Dollar Success: Knowing When To Fire Clients

Kelly Rigas, first vice president and financial advisor in the Private Client Group at RBC Wealth, says she regularly practices this a game with her team that she politely calls “Client Transition Friday.”

Pictet launches the Pictet-Emerging Markets High Dividend fund

The fund focuses on emerging market companies that offer high and sustainable dividends. The aim of the fund is to provide a return through dividend income and capital appreciation.

Politicking around the tax treaties

Switzerland could declare in the words of Voltaire, "Lord, protect me from my friends; I can take care of my enemies."

Young Asian Entrepreneur seeks ePrivate Bank for modern, interactive relationship...

Private banks are known for their traditional, conservative ethos and European private banks in particular have always trumpeted their long and proud histories - old fashioned client service, together with the warm fuzzy feeling that comes from knowing yo

Wealth and Asset Management