Managers of Wealth

QNB Private Banking recognised by Euromoney magazine

QNB Private is the first private bank to be established in Qatar and has since become the trusted financial partner for those who value a personal and discrete banking experience.

EFG to buy BSI for US$1.3 billion

EFG International today announced that it is to acquire the Lugano-based private bank BSI, according to an agreement signed on 21 February 2016 with BSI’s sole shareholder BTG Pactual.

HNW client base from China increasing in Hong Kong, BEA says

High-net-worth individuals in China are looking to Hong Kong as a reliable centre to manage their wealth

Edmond de Rothschild AM unveils major funds push

All the funds have been fully transitioned to Luxembourg and come in the wake of a ‘pilot project’

Santander named 'Best Private Bank' in Chile and Portugal by Euromoney

Santander Private Banking offers services to customers in Brazil, Chile, Italy, Mexico, Portugal and Spain

Lombard Odier Wins Two Swiss Awards 2016

They also confirm the relevance of our Swiss offering, offering, a global, integrated solution for the personalised management of our clients’ portfolios and retirement planning.

Guardian Wealth Management exits Qatar after six years

Guardian Wealth Management is to close its office in Qatar after a “strategic review” of the Middle East, shortly after gaining a broker licence with the region’s Insurance Authority in January this year.

Rathbones’ Mike Webb on his reputation as a turnaround king

In 1986 he followed his father’s footsteps into finance, joining Hambros Bank.

Berlusconi Seeks Investments From Asian Millionaires

Mr. Bee negotiations broken down, now AC Milan require other alternatives

The private banking and wealth management industry continues to sit in judgment on itself

CX: The most important wealth award

Investec branches out with Cork quayside office

Ciaran Whelan of Investec said “As a business, we’ve grown significantly in Ireland over the past five years providing competitive, value-added specialist services for corporate, SME and wealth management clients.

Winners Of WealthBriefing Swiss Awards 2016

Here are winners of this year's awards at the annual WealthBriefing gala event in Geneva.

Private bankers rushing for certification, says Hong Kong WM association

We expect numbers to grow in 2016

EFG says in exclusive BSI talks, no decision yet made‍

BTG Pactual in relation to a potential acquisition of BSI and that a decision is imminent.

Financial sector gets new investment

Saint Lucia’s burgeoning international financial sector received a further boost this week.

Specialist asset management firm secures rare triple for third consecutive year

The announcement comes in the wake of its 2016 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market.”

Wealth managers to be excluded from HSBC pay rises

The latest change was first reported by the Financial Times on Wednesday.

Five years of service excellence and technology innovation - Multrees Investor Services

Multrees Investor Services, a leading independent custody and consolidated reporting specialist for wealth managers and family offices, is celebrating its five year anniversary this month.

Offshore wealth management firm expands funds portfolio

An Island-based offshore wealth management firm says it is adding 28 new funds to its product range.

Credit Suisse poised to cut 200 jobs at its London office

Credit Suisse is not the only financial institution to streamline its operations.

Wealth and Asset Management