Managers of Wealth

Fidelity Study: Impact Investing Takes Hold

A Fidelity survey of high-net-worth clients suggests that impact investing is growing rapidly

Wealth Management Profits Rise at U.S. Bank

Profits from the business line were also robust, swelling 10.9% to $71 million from $64 million a year ago.

HSBC’s move to new headquarters marks start of an era for Dubai’s financiers

The new HSBC building will be significantly taller than those of its rivals.

London staff at Credit Suisse face grim news

The Swiss bank will this week tell up to 1,800 London staff their jobs are at risk, following through on a cost-cutting commitment made in October

Investor group buys Barclays' offshore trust business

"In terms of expansion plans, we will be hiring in all our main locations and also offer additional services to existing clients - this is where the growth will come from," new Chief Executive Niels Nielsen said.

UBS Shows Its Commitment To Women Through Annie Leibovitz Exhibition In London

Leibovitz got to work, asking the legendary feminist Gloria Steinem to consult.

Five Companies Swiss Asset Manager Florian Siegfried Is Watching

When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing.

Julius Baer CEO sees more consolidation in Swiss banking

We will see further consolidation in the finance sector, that is quite clear."

BTG's BSI Private Bank Draws Interest From Swiss BancaStato

BTG has been seeking to sell assets since the arrest in late November of Andre Esteves, its chief executive officer and chairman at the time.

Ex-SG Hambros & Barclays duo launch Private Investment Office

Two senior names in the wealth management industry have joined forces to launch the Private Investment Office.

Canaccord Genuity Wealth Management fund experts in Citywire top 100

The list recognises strong performance and the value added to portfolios.

Does Ted Cruz’s Wife Work for Goldman Sachs?

The Texas senator has criticized big Wall Street banks like Goldman Sachs.

Billionaire Safra has no plans to buy BSI from BTG Pactual

Joseph Safra is the world's richest banker with a fortune valued at $14 billion by Forbes Magazine.

Irish wealth manager enters London private client market

The office will initially be headed by Stephen Felle, group head of regional offices, Ireland & UK.

Despite controversy, Costa Rica’s women’s-only bank, Banca Kristal gained thousands of customers in first month

The “pink and chic” bank, a subsidiary of the state-owned Banco de Costa Rica

Kathryn Shih targets UBS China and Japan growth

This includes more than doubling the number of wealth managers it has in the country.

Investec sells Williams de Broë discretionary arm

Jason Sharp, Henry Simpson and Steve Holmes join Bellecapital as part of the Swiss company’s move to expand its London business.

HSBC to stay in Britain, says Aberdeen chief Martin Gilbert

Aberdeen, which has a 2.3 per cent shareholding in HSBC, would back the lender's board

CIBC CEO says not planning asset management acquisitions

Can we do something that would be accretive by year three?

Artorius Wealth founder Richard Algar dies

Richard, who leaves a wife three daughters, spent 12 years working for Switzerland-based multinational financial services firm Credit Suisse before setting up Artorius Wealth in 2014.

Wealth and Asset Management