Managers of Wealth

Swiss Private Banking: Lean Years Over?

Switzerland's private banks are also quietly hopeful, after a rise in the U.S. dollar and what is expected to be the end of ultra-expansionary monetary policy in the U.S.

Close Brothers to issue 150 mln stg of subordinated debt

The group's strong capital position ensures we can support growth and investment while continuing to meet all regulatory requirements.

Nomura Announces Sponsorship Agreement with Japanese Professional Golfer

He is the first Asian golfer to win a World Golf Championships event and is a three-time PGA Tour winner.

Creating An Elite Wealth Management Practice

Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.

Are performance-based fees better for investors? New disclosure rules have firms experimenting

The firms are hoping these performance-based fee structures will entice Canadian investors, particularly those experiencing sticker shock in the coming months.

Wells Fargo Wealth Management Business Could Drive Growth in 2017

Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.

Serving the Multi-Gen Client

Countless studies show that clients respond best to these types of advisory practices.

7IM predicts US may provide surprise growth kicker

Economic momentum is a tough thing to stop once it gets going

Advisers talk opportunities and challenges for 2017

There are many interesting models of advice being delivered globally that could easily be adapted

Rothschild and French asset manager complete merger

The merger will build upon the relationship that has existed between the Rothschild and the Maurel families for three generations.

Former pensions minister Webb and Schroders' Nicoll recognised in New Year's Honours

He joined Royal London as director of policy and external communications for its pensions business in August 2015.

World’s highest-paid expats toil in land of fondue and watches

It pays to be an expatriate in Switzerland

Explaining wealth and asset management

The ever-changing regulatory sphere presents both challenges and opportunities and EY strives to help businesses to respond more quickly to change.

farewell (to 2016) - Andrews Gwynne

The departure of so many famous faces in 2016, makes one realise that we all have an expiry date and that Inheritance Tax planning, with an up to date Will and Power of Attorney should be a high priority in the New Year

Wealth Manager Profile: Mattioli's Gibson embraces conviction in Asia Pacific

We wouldn’t describe ourselves as consolidated in any way shape or form

Old Mutual to make 'important' changes to adviser offering

He said Old Mutual Wealth would also be looking at its proposition, with its protection offering already earmarked for an upgrade.

Wealth management is growing, and struggling to hire

The parts of the industry that are growing are having trouble finding qualified candidates.

Saft-On-Wealth-When it comes to mergers, it is all about market power

In other words, the merger that sails closest to the line of being rejected by regulators as anti-competitive.

Global Finance names BDO Private Bank as ‘one of world’s best’

Global Finance said it selected the winners making use of entry submissions, market research, input from industry analysts and executives, and other users of private banking services.

Philanthropy shifts its course towards financially impactful giving

High net worth South Africans should be mindful of their philanthropic efforts

Wealth and Asset Management