Managers of Wealth

Wealth managers look online to bolster advisory services

Zeltner added UBS was investing hundreds of millions of francs every year to improve its offering and was already planning a digital-only approach in China.

Dutch Bank ABN AMRO's Top Salaries Hike Plan Sends Wrong Signal

In an interview with the Financieele Dagblad newspaper on Wednesday, ABN AMRO chairman Gerrit Zalm – himself a former Dutch finance minister — said the plan aimed to “retain talent”.

Baoshang Bank launches online wealth management platform

Traditional banks are under huge pressure from the liberalization of interest rates

Santander eyes Latam migrant wealth in U.S. push

Spain's Santander is looking to tap a $140 billion pool of assets held by newly-arrived U.S. immigrants as it grows its private bank

HSBC opens a private banking office in Aberdeen

Alongside its London headquarters, HSBC Private Bank has offices in Birmingham, Cardiff, Leeds and Manchester.

Charles Stanley profits fall 33%

It said it is expecting "no liability" from the legal dispute

VP Bank warns on profit, cites declining interest rates

The declining interest rate environment in the first half of 2014 is putting pressure on the valuation of interest rate hedging transactions.

Liontrust assets hit £3.6bn on increased profits

Liontrust Asset Management has reported that assets under management rose 19 per cent to reach £3.6bn in the year to March 31 2014.

Accumulating family wealth

Malta also has gavelkind inheritance law as any person who has attempted to purchase a Maltese farmhouse will affirm.

Luxembourg assets under management reach record high

Luxembourg’s assets under management reached a record high of €2742bn in the first quarter of 2014.

Syz & Co launch flexible credit fund

Syz & Co has launched a fund which aims to provide a absolute return through a credit strategy combining European corporate bonds and flexible hedging of market exposure.

Private bankers say wealthy are holding onto cash

The world's richest people are clinging to stockpiles of zero-yielding cash despite a surge in financial markets and increasingly sophisticated attempts by private banks to entice them into investing.

BWCI asks: "Can monkeys really beat the market?"

Occasional press reports of monkeys beating investment managers have not been taken seriously but rigorous academic study is indicating that there may be truth behind the story.

Vontobel: Keeping Switzerland’s edge on wealth management

Georg Schubiger, head of private banking at Vontobel discusses staying competitive, disruptive technology and weathering market volatility at the Reuters Wealth Summit.

Why hasn't the wealth industry adopted a total cost methodology?

As a recent study by consultancy Lang Cat highlights wide disparities in pricing between discretionary managers, executives say an industry standard to calculate the total costs for clients is needed more than ever.

Ultra Wealthy Compete With Institutions For Commercial Real Estate

Increasingly, the world’s ultra wealthy are looking for lucrative deals in the commercial real estate market.

Guernsey gets exposure in the US

Guernsey's funds industry has been showcased to some of the leading private equity managers and advisers in the US.

Carrier Pigeon Commerce: How Knowing First Helped The Rothschilds Build A Banking Empire

This story appears in the June 30, 2014 issue of Forbes

Monitor Switzerland – Preserving locational advantages

The analysis shows that the most important explanatory factor behind a country's locational appeal for direct investments lies in the attractive taxation of companies

Creechurch Capital scoops Best in Class for Boutique Wealth Management Services

The Professional Adviser awards celebrate organisations that are at the cutting edge of delivering financial products and services

Wealth and Asset Management