Managers of Wealth

Kleinwort Hambros Wins ‘Outstanding Private Bank – UK Crown Dependencies’ PBI Award

Winners are chosen by a rigorous selection process before being appointed by an independent judging panel.

Hong Kong's $1 trillion wealth management industry is endangered as tycoons move money out of the city.

It’s no longer a question of whether we have assets offshore,» she says.

Why the wealthy are investing directly in private companies

For individual investors, the routes into private equity have become more sophisticated and varied

ZEDRA Shortlisted for Digital Brand of the Year – Citywealth Brand Management & Reputation Awards 2019

Citywealth’s Brand Management & Reputations Awards recognise the branding and public relations efforts of some of the premier companies in the financial services industry over the last 12 months.

UBS apologises for 'Chinese pig' comment amid social media furore

Western companies are seeing relations with China increasingly strained at times, as the trade war with the US escalates tensions.

Wealth Enhancement Group Announces Acquisition

Lightyear Capital-Backed Wealth Management Firm's Acquisition of Independent Financial Advisory Business with $1.3 Billion in Client Assets is its Twelfth in the last Six Years

Mariner Wealth Advisors acquires second Houston wealth management firm

The latest acquisition is Mariner's second in Houston.

These Asset Managers Are Growing Revenue Faster Than Others

An asset manager’s commitment to technology is highly correlated with revenue growth, a new survey finds.

Private Banking London Award winners announced

All of PBI’s awards undergo a rigorous selection process before being appointed by an independent judging panel.

UBS' Wealth Management Business Could Cross $19 Billion In Five Years

Before the 2008 recession, Wealth Management and Trading Revenues contributed equally (around 35%) to UBS’s total revenues.

OCBC’s private bank eyes Malaysia expansion

Bank of Singapore has been expanding in Asia, the Middle East and Europe.

China's Haitong International cuts UBS business ties over pig comment

“There is not a clear timetable on when to resume the collaboration, which is subject to the management’s decision,” Haitong International said in an email sent to Reuters.

Two Lugano wealth managers set to merge

The changes will be effective as of July 2019.

Merrill Lynch Wealth Management Sticks with Recruiting Freeze, Brokers Hit Growth Numbers

Brokers in 2019 must generate six new household accounts over $250,000 to qualify for an extra 100-basis-point payout on revenue produced, up from a five-account target in the 2018 plan.

Six new acquisitions take Succession past £8bn AUM

55 deals since 2014

HK's Protests Draws Queries From Private Bank Clients

When asked to describe how they felt about what they thought about the global investment outlook and choosing three-character words in Mandarin to express their sentiments, private banking clients surveyed chose «uncertainty» and «chaoti

Crestbridge family office services duo named in list of rising stars

Danielle Cottignies, Manager, for the second year running, and Daniel Cavey, Assistant Manager in the Family Office Services team in Jersey were both recognised in the list.

Crestbridge sets up Luxembourg ManCo in London

The branch adds to Crestbridge’s already established Management company, FCA regulatory and UK AIFM services.

The CEO agenda: Mike Corbat, Citi

People rise to the top of the agenda.

The tapered annual allowance – what high earners need to know by Penny Lovell

The HMRC guidance provides help on how to calculate the income thresholds

Wealth and Asset Management