Managers of Wealth

Ravenscroft expands into Monaco

This is incredibly exciting news for Ravenscroft

Julius Baer in talks with Santander over Venezuela business: sources

Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.

Sanctuary Wealth Partners Expands Its Elite Roster of Independent Advisors

Sanctuary is delighted to expand our exclusive Advisor network in Ohio with the addition of 3 Seeds Wealth.

RBC Wealth Management - U.S. launches Client Risk Prevention Division

The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients

Equiom scoops two nominations in top industry awards

The winners are selected through a mix of public voting and judging by a panel of industry experts.

ANZ Bank is reassessing the sale of its wealth business to IOOF

APRA’s move to impose additional licence conditions on IOOF may have implications for the ANZ Bank’s sale of its wealth business.

Big Investor Ramps Up on UBS

UBS has a new big investor. The shareholder is well-known and recently dropped its investment in Credit Suisse.

Charles Stanley takes on clients of collapsed wealth manager

Clients were given three months to consider the offer or transfer their assets elsewhere.

Denali hand-picks best asset management solutions for UHNWIs’ distinct investment needs

Denali envisions sustaining a compound annual growth rate of at least 30 per cent in the next five years

Barclays to Keep Swiss Private Banking Growth Momentum in 2019

Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.

The anatomy of a top-performing wealth management firm

How the fastest growing and most successful firms are leveraging technology to drive bottom line results

Truman Wealth Advisors joins Equita platform

Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen.

Former Soros manager to run Schroders liquid hedge fund

Robert Donald spent four years at George Soros’s hedge fund-turned-family-office

Nervous Italians see Swiss vaults as safe haven for their cash

Franco Citterio, head of the banking association in the Italian-speaking southern Swiss canton of Ticino, has also noticed the trend.

Linda C. Mack and Mack International Shortlisted in Three Categories for the 2019 Family Wealth Report Awards

Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling

In debt we trust: the rise of art-secured lending

The rapid growth in the number of loan providers, from private banks to specialist lenders, could transform the art market’s relationship with the financial markets

RBC Wealth Management uses creative approach to recruit women investment advisors

Video series aims to debunk myths about the investment advisor role

Wealth manager strengthens presence in Scotland

Wealth manager is seeking further hires for its new Aberdeen office

Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients’ Kids

Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.

Citi Private Bank Eyes Bigger Share in India

Puneet had held various senior roles at Citi’s Global Consumer Banking business in India, including Business Development for Citigold and Citibusiness, and Head of Consumer India Strategy.

Wealth and Asset Management