Managers of Wealth

UBS Said Seeking to Pay Below $317 Million in French Tax Case

The Swiss bank is looking to pay less than what it cost to resolve the German case

Bank J. Safra Sarasin (Deutschland) will no longer offer private banking services

This decision has no impact and does not affect the Institutional and Wholesale Business in Germany, to which the J. Safra Sarasin Group remains fully committed.

Freshfields, Maclays and Slaughters lead on Standard Life and Aberdeen Asset Management merger

Magic circle duo and Scots firm take top roles on merger of fund managers

Julius Baer eyes UK acquisition but puts London hub on hold

Swiss private bank says Brexit has hit plans but sterling’s fall opens up opportunities

These 2 asset managers have outshone Aberdeen Asset Management plc

While the FTSE 100 is up almost 20% over the past 12 months, fund managers have lagged embarrassingly.

A case of now or never

In a report conducted by UBS and PwC on billionaire wealth.

IFAs hope Standard Life deal kickstarts asset management change

The two asset managers confirmed plans for a merger worth £11 billion on Monday.

Private Banking's Musical Chairs

The usual suspects of Brexit and the ubiquitous Donald Trump made many ultra high net worth clients lay dormant last year, earning little revenue or booking much in the way of new assets with their wealth manager.

Swiss Banking Giant Can’t Be Sued in California

The bank withheld or destroyed internal records related to the accounts.

Global Wealth Management Change at Deutsche Bank

The bank will also abandon its plans to sell Postbank, and will integrate Postbank into the rest of its retail banking business.

Lioncrest Global inks partnership pact for PE, venture capital deals

Said Tsung Yan Soo, founder and managing partner of Ops Capital: “Lioncrest Global has strong access into Greater China’s UHNW space, as well as to single family offices in general – client groups which are looking for opportunities to d

Job losses likely as Standard Life and Aberdeen reveal £11bn merger terms

Deal expected to cut costs by £200m a year with planned merger set to push competitors to consider rival tie-ups

Managers bullish on asset and wealth sector

Alignment in these two areas will be imperative in unlocking the revenue growth that they foresee.

Macquarie, AMP take aim at ANZ’s wealth unit

The division is up for sale through Goldman Sachs, with documents for the divestment process expected to be on the desks of prospective bidders within weeks.

Aberdeen and Standard Life enter into merger discussions

"Further to the recent press speculation the boards of Standard Life and Aberdeen confirm that they are in discussions in relation to a possible all-share merger," they said.

EFG Bank Monaco crowned Sailing Arabia – The Tour champions

The reigning champions dominated the podium throughout the tour, winning four of the five offshore stages and one in-port race series.

Credit Suisse sees more lending to the world's wealthy

Cross-town rival UBS does not give a breakdown of how it generates its net new money.

New Training Available For Advisors To The Wealthy

Advisors must adjust their approach from one to one, to one to family if they want to help their clients achieve the financial legacy they desire

Canaccord snaps up 100 clients from Duncan Lawrie

We look forward to welcoming our new clients on board and providing them with the exceptional quality of service and investment offerings that we are known for.

WMA ditches FTSE as data provider on benchmark indices

The indices are the longest-running private investment, multi-asset index series in the UK

Wealth and Asset Management