Managers of Wealth

Swiss Private Banks Continue to Face Headwinds - Fitch

Well Placed To Withstand Pressure

Julius Baer boosts Israel activity

Swiss private banking institution incorporates activity of Merrill Lynch's wealth management division into its TA office to strengthen presence in Israeli market

Rich Latin Americans love Miami

Itaú Private Bank International: Building on Miami’s allure to Latins

Dubai loses ground to London in battle of banking

London has strong links to the Gulf region due to its historical bonds with the sheikhdoms when they granted Britain as trucial states access

Bennelong Group appointa new wealth management head

Bennelong has stated it plans to build a national wealth management business targeted to high-net-worth clients

Nine in 10 high net worth individuals use social media

"Nine in 10 high net worth individuals use social media and 52% would like to engage with an adviser through social media," Ambrose said.

HSBC Trinkaus to sell private banking in Luxembourg

Approximately 20 employees working for the private banking business of HSBC Trinkaus & Burkhardt (International) SA are expected to transfer to VP Bank as part of the sale.

Lloyds' grip on private banking loosens as Rathbones and Investec grab UK share

The bank has some $398 billion under management globally, and was followed in the list by Barclays which runs $201.4 billion.

Wealth managers fire warning shot over ‘super clean’ fund deals

The race to secure the best priced share classes intensified earlier this month when Standard Life became the first platform to secure super clean deals.

Focus Financial Partners Receives Strategic Equity Investment

The independent, RIA industry is a growing $3.2 trillion market that continues to attract fiduciary-minded wealth managers

Citigroup 42% Profit Rise Tops Estimates

Chief Executive Officer Michael Corbat, 53, has fired thousands of workers and scaled back operations in some countries to cut costs since replacing Vikram Pandit, 56, in October.

Angel Investors Are Spreading the Wealth

The world is changing for angel investors, the ultra-wealthy looking for start-up companies to fund

Millionaires Most Concerned about Security of Their Financial Information Online

As mobile technology and social media usage increases, so, too, do concerns about the security of financial information

7IM bags £80m model portfolio mandate

Towergate Financial awards 7IM with mandate for its passive model portfolio range after “concerns” about previous manager Evercore Pan-Asset’s performance.

Goldman Sachs, Morgan Stanley embrace private banking

Would an acquisition be out of the question?

Psigma IM buys AXA Framlington private client arm

Part of the Punter Southall Group, PIM has £1.5 billion of assets under management and sees this transaction as an important milestone in its continuing growth.

JP Morgan and Wells Fargo post big jump in profits

The US economy was showing "broad-based signs" of recovery, but consumers and small businesses remained cautious, he said.

Webster’s Wealth Management Business Posts Record Quarter

Over the past 15 months, the bank has ramped up its wealth management and private banking services.

Transformational change sweeps wealth managers as they reconfigure to win back client trust

Will women and millennials transform the wealth management industry?

Greater Integration, Greater Wealth Management Profits - RESEARCH

Private banking clients have an average balance of $348,000 in asset management accounts, according to the report.

Wealth and Asset Management