Managers of Wealth

Soccer Capt. Takes A Pass, Scores in Wealth Management

Chandler, now Head of Wealth Management Advisor Group, East,at UBS, was born in Denver to two school teachers.

FA honour for Credit Suisse's Sitohang

He received his award at FinanceAsia’s annual awards dinner at the Grand Hyatt in Hong Kong before more than 260 leading players from the world of AsiaPacific

Prestigious awards for Butterfield

Wealth management and fiduciary services are core businesses for Butterfield Group

Northern Trust Asset Management Launches New Generation Target Date Solution – Life Engineered™

New funds focused on taking the right risk at the right time to help participants build more reliable retirement outcomes and live well, for life

U.S. Trust Announces 6 New Hires

U.S. Trust, Bank of America Private Wealth Management, a private wealth management organization, has hired six new private client advisors nationwide.

Fosun considers selling stake in German BHF Bank to Oddo

BHF Kleinwort Benson Group has announced that the Company's Board of Directors has published its response memorandum in respect of the mandatory public takeover bid launched by Oddo et Cie SCA

Swiss private bank to shut down after U.S. fine

"We've decided to end operations," a bank spokesman said. "The U.S. loss didn't have any influence on the decision. We are too small to be independent."

HSBC board to meet, China's role in Hong Kong a factor in HQ debate

At the two-day meeting, directors will also focus on the bank's strategy, with a decision on the domicile issue possibly coming as early as this week.

Crédit Agricole plans overseas expansion of wealth management

"It gives us one single brand and identity. It also moves us into a new business model where we approach our clients in a more holistic manner," head of Indosuez wealth management Patrick Ramsey told The Straits Times as he announced the change

Multi-family office signs MoU for Expansion to India

He has been the architect of several cross border transactions from countries like UK, Germany, Singapore, Vietnam and United States.

Wealth consolidator set for buy spree after busting forecasts

Since the Conservative election win, new business at the firm has increased significantly, with recurring revenue rising 65% to £13.6 million.

Ultra-High Net Worth Portfolio Protection Strategies In A Horrible Market

It is starkly real, and as the headlines urge, we might see even more ups and downs in the months ahead. Whether we ultimately call this a “Correction” or a “Bear Market” is beside the point.

Bank Frenzy Breeds Banner M&A Year for Wealth Managers

Broker-dealer acquisitions slowed down in 2015, according to the Sandler O’Neill report.

Wealth Services For Foreigners Shinhan Financial Group Starts Wealth Management for Foreigners in Korea

The Shinhan Financial Group is also planning to open more private wealth management centers in order to maintain its leadership in the wealth management sector.

Brown Shipley chair steps down

He was appointed chairman on April of last year, taking over from Alan Dickinson.

Tilney launches smart beta-focused multi-asset range

Tilney BestInvest subsidiary, Tilney for Intermediaries, has launched a range of five risk-rated, multi-asset funds.

Bob Diamond snatching up African banks despite the sector’s dismal outlook

It’s more about demographics than it is about oil

Vistra Hong Kong wins 'Trust Company of the Year' Award

Now in their fifth year, the Citywealth International Financial Centre Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres.

Grand Cayman Special Economic Zone Attracts $70 Million in Investment

The Special Economic Zone was created to expand and diversify the economy by attracting direct foreign investment and new technology-focused industries that hadn’t previously been attracted to the islands.

Global Banks Push to Manage Asians’ Rising Wealth

Firms hire more private bankers, seek to show clients advice is needed in turbulent markets; handing out perks

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Wealth and Asset Management