Managers of Wealth

Why is everyone in Monaco so darn rich?

When people think of Monaco, wealth, fast cars and casinos come to mind

Wealthy Chinese get green light to invest money directly in global sharemarkets

Beijing is preparing to relax restrictions on foreign stock purchases by individuals giving China's retail investors greater access to the Australian equities market.

Why some advisers will struggle to join the exit party

Wealth management solutions firm argues technology investment key to successful deal making.

Bank of America is looking for a few good wealth managers

It’s called the Private Client Advisory Development Program.

How Arbuthnot Latham is future-proofing private banking

We have taken on new people and we have taken on new clients, and we want to make sure our back office can keep pace with our front office.

Technology replaces schmoozing: the future of private banking

Technology is likely to appeal to multi-tasking millionaires with little time to spare

Listed wealth manager raises £2m for latest buyout

Has announced plans to acquire financial planning firm

Google executive chairman’s family office moves into hedge funds

By comparison, the still largely East Coast - based U.S. hedge fund business seems buttoned-up, preppy and almost normal.

Update: Brewin Dolphin shares slump 10% after interims

RBC analysts said: "We believe that lower revenue margins will persist for the following reasons: lower commissions; competition caused by increased transparency; use of third parties in securing flows, including lower margin agent business; an incre

CIMB Offers Global SMA Platforms To High-Net-Worth Individuals

CIMB Private Banking said SMA would provide investors access to investment strategies from leading global asset managers

Jersey Brief on behalf of Volaw Group

Volaw is one of Jersey’s leading providers of fiduciary services, acting for individual, family, corporate and institutional clients.

‘We are hugely encouraged by the long-term prospect for Africa’

Recently, Richard Pattle Lvo, vice chairman, Standard Chartered private bank, and Bjorn Stauch, the bank’s head of private banking, UK and Jersey, were in Nigeria. In this interview with Iheanyi Nwachukwu,

Wealth manager to move 4,000 SIPP clients to James Hay

He said: "We are always looking to deliver the very best service to our clients. With such exciting changes in the retirement space, this new arrangement will allow us to focus on our expert retirement planning advice and management of client investm

Aberdeen acquires $6.3bn US private equity firm

Pakenham Partners served as financial advisers to Aberdeen on this transaction; Berkshire Capital served as financial advisors for FLAG.

Hong Kong Opens Door to Renminbi Internationalization and Asian Asset & Wealth Management Benefits

Canadian businesses and the financial services sector can learn about the newest opportunities in the areas of renminbi (RMB) internationalization at the upcoming "Think Asia, Think Hong Kong" conference in Toronto on June 8th

RBC, City National off to friendly start ahead of $5.4-billion takeover

Working closely with Blair Fleming, head of RBC’s U.S. capital markets unit, the two banks signed off on the loan within 72 hours.

Credit Suisse fintech duo try to be more than just money

Their list of past and present portfolio companies includes well-known names

Julius Baer May Get Lighter U.S. Penalty

Authorities could take into account the bank’s efforts to notify them of possible tax evasion

We must stop demonising the wealthy

Entrepreneurs should be encouraged to make their fortunes – before they decide to leave the UK.

Kleinwort Benson Bank secures strategic investor

The transaction brings together an unparalleled group of high net worth, entrepreneurial shareholders from Europe and across the SAMENA markets with a view to advancing their shared desire for a return to relationship-driven banking and access to differen

Wealth and Asset Management