Managers of Wealth

Creating a “Safe Zone” With Family Philanthropy

Capital earmarked for charitable giving provides opportunities for healing, growth and empowerment

A plea for a level playing field - Association of Swiss Private Bank

The Association of Swiss Private Banks (ASPB) published today its Annual Report 2015, discussing events that influenced the key issues addressed by the ASPB throughout the year to the end of April 2016.

The World Bank names Mauritius as Africa’s top business destination

Mauritius is first and foremost a fairly safe country.

Top 5 equity funds for South Africa’s ultra-rich

Therefore any fund manager, wealth manager or private bank needs to build strong relationships with individual brokers in order to get exposure.

StanChart's Massive Layoffs Mostly Complete

The massive job cuts announced by Standard Chartered Bank's headquarters last year have mostly been made and any further cuts to headcount here will be normal attrition

ANZ Bank eyes bigger role in financial advice

Reflecting this push, ANZ will launch this week a new platform in partnership with Macquarie Group.

There's a big misunderstanding between wealth managers and their Singaporean clients

Wealth managers also need to catch up with their clients' digital demands

There's a big misunderstanding between wealth managers and their Singaporean clients

Singapore clients are becoming more savvy about fees

Jacob Rothschild makes move to acquire rival Alliance Trust

RIT Capital disclosed a stake of less than 3 per cent in Alliance Trust last year, according to UK regulatory filings.

Raymond James' $17M fine over anti-money-laundering failures should be a wake-up call

Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter

Panama Papers: Mossack Fonseca closes island offices

Jersey, where the company has had a small office for 20 years, was mentioned many times in the leaked documents.

BSI says new management not linked to Malaysia scandal

There is no proof that current members of the board of directors or management are involved in the case,” he told the Swiss daily Corriere del Ticino.

Arbuthnot to sell up to 31.9 pct stake in retail bank Secure Trust

The sale would generate gross proceeds of about 145 million pounds ($213 million), Arbuthnot said.

Tilney Bestinvest welcomes Towry with £17.6m profit

The combined firm with have 240 financial planners and 120 investment managers on its books, operating from over 30 locations across the UK.

AP Executive Wins Global Award 2016

The winners were chosen after a rigorous nomination and selection process

Now 16 FIFA execs named in Julius Baer money laundering probe

The referrals were made by Julius Baer after US and Swiss prosecutors had begun their hunt for corrupt officials and sports marketers linked to FIFA.

Investec Wealth Finds Its Niche in Hong Kong

The wealth manager says customized advice will attract clients not served by other private banks in the region.

The wealth manager turned watchmaker who's totting up sales of £8.5m a year indulging his passion

To the outside world, the centuries-old watchmaking business might seem like an odd choice of profession for the young and inexperienced to break into.

Lux group ups UHNW expansion with Swiss bank purchase

This purchase comes just three months after the Luxembourgese bank acquired Banco Populare Luxembourg S.A.

Macquarie agrees to sell Majority of NZ retail Wealth Management Unit

Neither the purchase price nor the size of the cornerstone stake were disclosed.

Wealth and Asset Management