Managers of Wealth

Swiss private bank trains sights on Asia's growing wealth

Swiss lender says bleak economic outlook in Europe is partly behind shift in business focus

"If you can't trust a Swiss banker, what's the world coming to?" - Pierce Brosnan, playing James Bond

Credit Suisse chairman Urs Rohner is aiming to rebuild public trust in the banking industry, after its image suffered amid the financial crisis

First Names Group acquires international trust busines

This is the second acquisition this year; the purchase of Moore Management, which completed in January, expanded the Group’s fund offering and presence into the Far East.

PwC Wealth Management Guru Financial Advisors Must Focus on Client Data Financial Planning

'Wealth managers need to "quantify" the trust clients are willing to place in them.'

New Pershing Thought Leadership Offers Advisors Strategies to Improve Their Business Practices and Client Relationships

"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.

Top 100 Billionaires Wealth Rose to $2.029 Trillion

Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.

The chief executive's of a number of major ASX100 companies have seen their pay drop

"We have seen how some CEOs are receiving smaller incentive packages, which goes in line with weaker company performances," Elaine Prior, Citi Research Industry Thematics and ESG analyst said

The Henley Group launches Select service

'Henley Select offers a unique bundle of services designed for individuals who wish to pay a fee for the financial advice they receive rather than have charges paid to their financial adviser through product related commissions.

Charity clients to be retained in £50m sale of JO Hambro shares

Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd

Banking on the Old to Serve the Nouveau Riche in Singapore

Many of Asia’s rich don’t fancy paying advisory fees to wealth managers as is the standard practice in Europe

EFG International Moves To Expand Board Of Directors

EFG International nominates two new members for its Board of Directors

World's wealthy see sense in Australia

Another strong market is Dubai, considered a safe haven in the troubled Arab world, while European markets are still suffering.

Hong Kong UHNWIs' Real Estate Holdings Top US$43 Billion

Among assets, real estate continues to dominate Hong Kong UHNWIs' luxury portfolios

Ex-Barclays advisory head plans low cost online wealth firm

People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR

High Net Worth expectations across Europe - RESEARCH

A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.

New Survey Finds Slight Difference Between Younger and Older Investors

Conducted in February, the Young High Net Worth Insights Survey reveals goals, behaviors and concerns of investors ages 18 to 35 with investable assets of $1 million or greater.

Some private banks in Singapore have established a set of guidelines aimed at protecting themselves from tax criminals

The PBIG guidelines say that when a private bank takes on a new client, staff should determine whether there are any reasonable grounds for suspecting that the funds are proceeds from serious tax crimes.

The wealth management landscape is rapidly changing shape under a new wave of consolidation

Mergers herald wealth sector shake-up

Bank Julius Baer says S American, Luxembourg business boosted

In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.

Towry announces strong financial performance in 2012

As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK

Wealth and Asset Management