Managers of Wealth

Credit Suisse Plans Middle East Growth as Millionaires Rise

The Middle East for us is a very relevant region, it’s a growth region

UBS CEO says clients remained risk averse in third-quarter

UBS is the world's biggest wealth manager.

Mauritius rides wave of Asian investment in Africa

Mauritius has a wonderful opportunity to act as a conduit to spur the growth of the African continent

Vistra Cocktail Reception – Monaco Yacht Show

The team will be available for meetings during the event, with the highlight being the Vistra Cocktail Reception for clients and contacts on Wednesday 28 September 2016, the first day of the Monaco Yacht Show, at the Yacht Club de Monaco.

Taking the pulse of the global ultra-wealthy: 8 key findings

Wealth-X discloses this finding in World Ultra Wealth Report 2015-2016, the 4th edition of an annual study.

Major banks demonstrate how blockchain technology can improve syndicated loan market

R3 currently counts over 60 of the world’s largest financial institutions as members.

Julius Baer wins Singapore share accumulator dispute

Julius Baer had contested the charges.

JPMorgan just promoted a rising star in its biggest business

That unit will combine the wealth management businesses across asset management and consumer and community banking.

Why to Consider a Team Approach to Wealth Management

Moving from a sole practitioner to a team is a good opportunity because it allows another person to see the client relationship from a fresh perspective.

Wells Fargo Will Decide Soon on Clawing Back Pay From Its CEO

With some calling on him to resign and forfeit his earnings and hold other senior executives accountable.

Allianz exploring options for its private bank OLB

Allianz confirmed in a statement it was exploring options for OLB.

Close Brothers Asset Management profits down 19%

Our strong balance sheet and established business model give us confidence that we can continue to support our clients.

More savers cashing in final salary pensions

An increasing number of final salary pension scheme members want to cash in their plans, according to Old Mutual Wealth

Largest UBS Shareholder Voices Rare Rebuke

Lim Siong Guan, President of the GIC, made clear how displeased he was over UBS repeated involvement in financial scandals

The Best Ways For Wealth Managers To Get Their Message Out

Just about every wealth manager has some form of collateral materials.

Establishing a social plan for wealth creation

America is changing its racial demographic proportions, a real factor in elections, which were formerly decided exclusively by the majority white population.

China Construction Bank, Zurich Branch, appoints SIX Securities Services as its infrastructure provider for Swiss Renminbi Clearing Hub

SIX Securities Services to provide Swiss Franc and Euro interbank Clearing, Global Custody and Repo Trading Services.

Wealth and Asset Management