Managers of Wealth

Coutts hit with £75m tax evasion penalties

Coutts was asked to conduct a review of its US related accounts and presented the results of the review to the DOJ on 23 December.

Swiss banking giant charged with tax fraud and money laundering

A statement from prosecutors said: "The Swiss bank is suspected of having directly, and not via its Belgian subsidiary, approached Belgian clients to convince them to set up constructions aimed at evading taxes."

See how Border et Cie's new office kills the ‘closed door’ view in private banking

In 2011, ID21 Singapore designed and built an award-winning office for Bordier et Cie.

BNP Paribas Wealth Management ranked 5th “Best global Private bank” and honoured in 16 categories

These awards confirm our growing position worldwide where we are now ranked in the Top 5 by Euromoney

PAM AWARDS 2016: Atlantic Trust Named Best Private Wealth Manager

The 2016 PAM Awards were announced earlier this week at a ceremony in New York. Eight firms were shortlisted for this award.

There is a new category of super rich, and JPMorgan wants their money

There is a new jewel in JPMorgan's crown.

The Uberization of Wealth Management

Uber transformed an existing service to meet the needs of a convenience-hungry generation.

PAM AWARDS: Dynasty Financial Partners Wins 2016 Award

The Private Asset Management Awards recognize high performing investment firms and wealth advisors operating within the private asset management industry.

Why is Asian private banking still attractive when everyone else is selling?

Despite current global economic dislocation, the Asian HNW segment is fundamentally sound and will continue to grow briskly over the next decade.

What's a billion here there?

Despite tough times, Asia still provides rich pickings for private banks, according to some of the major players in the region.

Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients

Firms Must Define Their Focus and Evolve Services, Structures and Delivery Models

Rathbone Brothers full year funds under management grow

The total net annual growth rate of funds under management for Investment Management was 5.7% compared with 19.6% in 2014.

Butterfield ready to focus on growth again

The acquisition of the Legis trust and corporate services business in Guernsey took place in 2014.

Family Office Fortunes Patricia Woo Predicts Family-Office Trends in Hong Kong and China in 2016

This article previously appeared in STEP Journal, Volume 24, Issue 1, and is republished with kind permission.

First Republic Named Best Private Wealth Manager

Private Asset Management Magazine Honors First Republic For Sixth Year

Indian wealth managers rush in as foreign players exit

Wealth management arms of IIFL, ASK Group, Anand Rathi and Centrum have been expanding by adding advisors

Cayman Island: Still A Top Choice For High Net Worth Individiuals (HNWIs) And Investors

The landscape has changed considerably over the last 20 years through G8 and G20 initiatives and through the OECD's global drive to eliminate corruption, money laundering and tax evasion.

PAM AWARDS: Nicola Wealth Management Named as a Finalist

While NWM is recognized as an industry leader across Canada, the firm is proud to have been considered in this international award competition.

Saxo Bank continues to use F1 exposure

Formula One is a sport that fits our brand perfectly because of the continued commitment to innovation and strength of technology that is needed to be successful

The Spectrem Affluent Investor Confidence Index Year in Review: How Did 2015 Impact How Affluent Will Invest This Year?

There were only two months last year when the Spectrem Affluent Investor Confidence Index was in positive double digits or “mildly bearish.

Wealth and Asset Management