Managers of Wealth

State Street's 2011 Corporate Responsibility Report Highlights Reduced Environmental Footprint, Increased Philanthropy and Volunteerism

Charitable contributions rose by 15 percent; Carbon dioxide emissions lessened by 24,500 metric tons

Leeds-based law firm launches new wealth management business

The law firm has been an ambitious player in the Leeds investment scene, and it has made a number of acquisitions in the past to boost its position.

UniCredit's Wealth report: Italy's clients invest short-term

They also opted for a high degree of diversification in their portfolio, in which they mostly included short-term products.

Rise of secret millionaires who never make the rich lists

One of the trivial lessons from the boom is that the so-called rich lists rarely come close to the truth.

Billionaires load up on gold

And it's not just billionaires loading up on the yellow metal.

Pictet dismisses M&A as disruptive

A wave of consolidation has been widely forecast for Asia’s private banking industry, but whether this is a healthy development for the market remains open to conjecture.

Swiss fund body sets ambitions higher

The SFA, however, sees banks’ weakened hold on the Swiss financial services industry as an opportunity for its asset management industry to flourish.

Only one in eight will pay for ongoing advice, survey finds

Its survey of 2,028 people from households with incomes of more than £50,000 found that while 81% would seek financial advice, only one in eight would pay for an ongoing service.

Importance of the Swiss banking sector - RESEARCH

A new study by the Swiss Bankers Association shows the key role Swiss banks continue to play in the overall economy.

Rothschild eyes growth as UBS duo boost its wealth team ‎

Their experience with ultra high net worth individuals will be extremely valuable in meeting increasing demand for Rothschild’s services from this client segment in particular

Openwork paid nothing for 2Plan acquisition

Openwork, which is 25 per cent owned by Zurich, acquired national IFA 2Plan in July 2011 after announcing the deal in September 2010.

1st Global launches wealth management feasibility analysis program

New Programs provides a risk-free assessment for CPA firms aiming to expand wealth management services

Coutts Hires Another Ex-Barclays Employee For New Senior Role ‎

She worked as head of strategic partnerships and international third party distribution at Barclays, leading a team setting up commercial joint ventures with overseas banks.

How Wealthy Families Can Protect Against Financial Predators

Why don't wealth management firms do more to protect families from financial predators?

The World’s Richest Country

This figure is no doubt bolstered by the staggering number of millionaires in the city-state, which Knight Frank and Citi Private Wealth predict will only keep growing.

Business as usual for Standard Chartered Singapore

In a statement released on Wednesday, Standard Chartered Bank Singapore's chief executive officer Ray Ferguson said it has been "business as usual" for its operations, though some customers have raised concerns about recent developments sur

NAB Wealth claims improvements, despite lower FUM

Overall, the NAB statement noted that, on a statutory basis, unaudited net profit attributable to the owners of the company for the June quarter was approximately $1.2bn.

Wealth boutiques merge ahead of RDR ‎

James Hambro & Partners is merging with another wealth management boutique, ahead of changes due in January as part of the UK's Retail Distribution Review.

EuroMillions Win - Coutts

With EuroMillions in the spotlight following the announcement of the latest jackpot winners, speculation grows as to what the winning couple will do with their windfall.

When your client wants to get rich from a Warhol

A decade ago, the questions Annelien Bruins got from clients who wanted help building art collections were about how to find pieces they'd love.

Wealth and Asset Management