Managers of Wealth

JPM cuts fee on American trust by up to 50%

The house, which currently bills investors a flat 50 basis points, will reduce this to 35bp on the first £500 million of assets, falling to 30bp on assets of between £500 million and £1 billion.

INVESTOPEDIA 100 Unveils Top Influential Financial Advisors

Investopedia ranks top 100 financial advisors based on digital, social and event leadership

Private banker's 'love affair' still going strong

Julius Baer's S-E Asia head relishes the challenges his role offers

Wirehouse training programs are back

At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.

UBS And Deutsche in Poaching Spat

People familiar with the situation told the Financial Times that UBS’s exclusion partly originated from a row over Asian hiring practices.

Assessing Singapore’s wealth management positioning

Yet Singapore can remain as the centre for private banking if clients from markets around the region think the expertise is still available.

Mario Bassi: «Australia – The Graveyard of Private Banking?»

Are only the local banks struggling with private banking? No

Yves Robert-Charrue: WMPartners Management Committed to Stay

WMPartners integration is very doable

Tata Trusts takes digital route for philanthropy

Be it efforts to empower rural women, break gender barrier in access to Internet in villages or address gaps in learning levels of students of government schools, Tata Trusts is now banking on digital ecosystem to scale up, enhance efficiency and reduce c

Vontobel Asset Management unveils global equity income strategy

Vontobel’s New York-based Quality Growth boutique has CHF 33.2bn in assets under management.

Globalance Bank Goes Germany

The Zurich-based company now aims to expand abroad and has opted for Germany to take a first step outside of the Swiss home market.

Butterfield is now island’s biggest bank

HSBC sold its private banking to Butterfield and Butterfield is restructuring its business

Gibraltar Finance in London to promote Wealth Management sector

Minister for Commerce, Albert Isola, believes the event will be a thoroughly worthwhile experience

Schroders to offer wealth management services to US expats

Managing director of RBC's Americas private wealth team Martin Heale will head Schroder Wealth Management (US) team when he joins the firm in August.

How to snare high-net-worth clients

The next generation of wealthy clients is going to be much more discerning, demanding and cost-centric than previous generations,” says John Bowman, Managing Director of the Americas for CFA Institute.

WMPartners: Anatomy of a Downfall

Make WMPartners into Switzerland's largest independent asset manager.

Regional footprints: six wealth managers on the view from Scotland

The core of our business has always been Scotland because that’s where we’re physically located.

Vontobel Installs Private Bankers in New York

The unit is a fully-owned division of Vontobel private bank and started serving U.S. clients from Switzerland in 2010.

Chinese wealth and family offices need professionals and private bankers

The composite global portfolios of family offices returned 0.3 per cent in 2015, from 6.1 in 2014 and 8.5 per cent in 2013, according to a report by Campden and UBS.

Wind of change blows the rich away

In some cases properties are passed from generation to generation.

Wealth and Asset Management