Managers of Wealth

UBS Goes to the Headmistress

The school, where annual tuition can top $27,000, has sent 48 girls to Oxford

UBS 'Very Pessimistic' About Settling Tax Fraud Case in France

The Swiss bank is looking to pay less than what it cost to resolve the German case as the French wealth-management market is much smaller

WH Ireland's Roderick Buchanan

The most dramatic change was the group’s decision to scrap its existing management team and the majority of its board two years ago.

Merrill Lynch head of M&A Grant Chamberlain takes his leave

An experienced natural resources banker who ran the sale processes for Anglo American's Australian coal assets.

Investors' wealth surges to QR556.13bn; Firms' investibility weights to rise

Foreign Institutional Investors rushed to buy Qatari stocks that will see their investibility weights being doubled.

BNP Paribas AMC launches balanced fund

The strategy of this fund could be considered by conservative investors seeking limited exposure to equities.

Gens X and Y grossly overestimate inheritance

The provider cited previous research that found only 29 per cent of 50 to 75-year-olds had received or expected to receive an inheritance.

Barclays PLC is Upgraded by Morgan Stanley to Overweight

Barclays PLC is a global financial services holding company.

Raymond James Grabs Another Wirehouse Team

This is the second major team to leave Merrill Lynch for Raymond James this month.

CIM Financial Services to sell global business activities

Cim Global Business management team share our growth ambitions and are equally passionate about supporting the needs of our clients.

Ultra-wealthy drawn to UK schools

The survey revealed that the UK is becoming especially attractive to the ultra-wealthy.

Driving collaboration and inclusion for independent wealth in Singapore

He has calculated that around 6% to 7% of client assets within private banks in Singapore today are managed by IAMs.

JOHCM's John Wood to retire after 26-year career

Managed UK Opportunities fund since 2005

ABN AMRO publishes 2016 Annual Report

ABN AMRO delivered solid results with and for its clients and other stakeholders in 2016.

MCB Capital Markets advises SGG Group on the acquisition of Cim Global Business

The transaction is expected to complete in Q2 2017 and is subject to regulatory and shareholder approval.

World's biggest fund manager issues Darth Vader-style threat to oust bosses who ignore climate change

Over the course of 2017 we intend to engage companies most exposed to climate risk to understand their views on.

Guernsey makes further captive moves into China with Beijing MoU

Deputy Director Hu said he was honoured to receive a delegation from Guernsey.

Wealth Management Economies of Scale

That wealth management is a business predicated on scale is an oft-forgotten fundamental truth.

Anne Shumadine Named Best Multi-Family Office Executive At The Family Wealth Report Awards 2017

Everyone at Signature has played a part in building the great company that was recognized.

Citi Private Bank Recognized for Excellence in Private Banking

These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence

Wealth and Asset Management