Managers of Wealth

Julius Baer and the Russian Client Who Brought Down a Bank

The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union

Driving top and bottom lines with digital onboarding

Organisations need to focus on some key aspects of running their business

Key Private Bank Receives Award for Private Banking Best Overall Performance from Private Asset Management

PAM is a leading publication that reports on the wealth management and family office industry.

Lombard Odier, the Swiss private bank, has grown substantially in Asia over the past year and now needs larger premises to cope with the bigger number of clients.

It prefers to get discretionary mandates instead, which today amount to about 60 percent of the portfolios in the region.

HNW Demand and Drivers - Research and Markets

Globally over half of HNW investment portfolios are placed in discretionary mandates.

Higher rates remove need for cash comfort blanket

Nobody wants to be sitting on tons of cash.

Wells Fargo and BAC See Opportunity in Wealth Management

Wells Fargo and Bank of America are focusing on gaining market share in the wealth management business.

LLBH Wins Prominent Industry Award for Best Private Wealth Manager Under $5B

LLBH Private Wealth Management, LLC has been named the winner of the 2017 "Best Private Wealth Manager Under $5B" by Private Asset Management

Old Mutual Wealth puts forward alternative MPAA proposals

The limit could also discourage people from working in retirement.

AIFMD passport no longer seen as the ‘silver lining’

Third country passport was not a panacea for the UK industry

Robust bank ABN Amro books net profit of €2bn in 2016

The fourth-quarter results are solid.

OMW launches annual allowance calculator for advisers

Responding to adviser demand

VM Unit Trust Acquires The Towers

Prime and VM Wealth are members of the VMBS group.

Morgan Stanley Settles Charges Related to ETF Investments

Morgan Stanley solicited clients to purchase single inverse ETFs in retirement and other accounts

Bank of Singapore Hit in the Fourth Quarter

Bank of Singapore finalised its acquisition of Barclays Wealth last year, paying less that the original sticker price due to a number of bankers and clients not making the transition to the new owners.

Geneva Private Banker to Advise the World's Biggest State Fund

The Saudi state fund has an estimated value of $200 billion.

Heartwood IM closes in on £3bn AUM milestone

These have been further strengthened through hiring a number of talented senior individuals as well as investment in our income and ethical fund ranges.

Seven Investment Management Extend Tax Efficient Dublin Fund Range

The investment house extends client options to include actively managed passive funds with a nine year track record.

High Net Worth Society

High Net Worth Society, a members only club

Greece plans to appoint Rothschild as debt adviser

Officials keen to make the appointment this week as tension over debts increase

Wealth and Asset Management