01/05/2016
Julius Baer takes stake in Shanghai wealth manager
The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.
Wealth and Asset Management
01/05/2016
Old Mutual Int’l targets wealthy UK investors with new bond
Old Mutual International has launched a new international life assurance bond aimed at high net worth investors in the UK.
01/05/2016
What’s In Your Brand?
With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain
01/04/2016
Tax havens hold $7.6 trillion; 8% of world's total wealth
The fractions of wealth held abroad are highly variable.
01/04/2016
Prestigious City investment firm nearly doubles the salary of its highest-paid director from £9.9m to £19m
Other notable directors include City investment manager Crispin Odey and the 14th Earl Ferrers, Robert William Saswalo.
01/04/2016
Asian wealthy advised to prepare for dollar rally’s end in 2016
Strategists also predict the dollar’s gains will slow in coming months
01/04/2016
Chinese joint ventures lose their appeal for foreign banks
Tough new regulations aimed at improving the robustness of Chinese trust companies
01/04/2016
Ageing population drives boom in elite private banking
Private banking is banking for the "one per cent," the wealthiest people in society.
01/04/2016
Vontobel says Hans Vontobel, 100, dies
Hans Vontobel was one of the most important bankers in our country, but beyond that he was a convinced humanist, who put people at the heart of everything he did
01/04/2016
Pictet’s pure-play model is winning over Asian clients, says regional head
The ability to tap a deep reservoir of financial experience is a benefit in the intensely competitive world of Asian private banking.
01/03/2016
'Clients must come first' for relationship managers
They need to excel in areas such as portfolio and risk management, investment planning and even succession planning.
01/03/2016
Doug Walker, noted conservationist and philanthropist, dies in hiking accident
Doug Walker, 65, who died on Granite Mountain, was a software entrepreneur, co-founder of Social Venture Partners and a former chairman of the board at the Fred Hutchinson Cancer Research Center.
12/31/2015
8 Wealth Management Trends for 2016
The coming year will bring rapid changes in technology, regulations and M&A, among others.
12/31/2015
For the Wealthiest, a Private Tax System That Saves Them Billions
The very richest are able to quietly shape tax policy that will allow them to shield billions in income.
12/31/2015
Really rich people are suddenly paying quite a bit more in taxes
The effect has been to create a kind of private tax system, catering to only several thousand Americans.
12/31/2015
Swiss private bank acquires stake in Chinese wealth manager
Swiss private bank and Sina take part in private placement
12/30/2015
All hands on deck: family-owned shipyards
One of the key advantages of family ownership is freedom.
12/30/2015
Myer Family Company in warning to wealth rivals
Earlier this year, after looking at several options, UBS opted to close the doors of its wealth management business in Australia to spawn Crestone, a spin-off that will begin operations in April.
12/30/2015
Julius Baer Clears Path for Deals
Last month, Collardi told Bloomberg News that "the moment is now" for investing further in China. Julius Baer is also reportedly among those interested in the Swiss unit of troubled Brazilian bank BTG Pactual and Barclays's Asian private we
12/30/2015
Private wealth management offerings are on the up
Fahd Iqbal, Head of Middle East Research, Credit Suisse says increasing regulatory pressure may lead private wealth management institutions to consolidate.