Managers of Wealth

Credit Suisse Said to Name Swiss Bank Unit Coverage Heads

Separately, international wealth management, led by Iqbal Khan, will be split along geographical lines with Europe being run by Claudio de Sanctis

Focus Financial Helps Breakaway Merrill Lynch Advisors Launch One Charles Private Wealth

One Charles was launched through Focus Independence (formerly Focus Connections), a program which helps wirehouse teams successfully launch their own independent wealth management firms.

Deutsche Bank separating asset management unit

Industry observers are divided on whether the reorganization will bolster Deutsche Asset Management, which has struggled for some time.

Stop focusing on process and proposition

The introduction of the RDR by the FSA perhaps forced financial advice firms to profoundly review how they communicated with clients.

Fears over sovereign wealth funds pulling assets overblown, Morgan Stanley says

Their research identified over $1.1tn of public equity holdings for 11 SWFs, representing about 24% of assets under management.

Julius Baer launches new AT1 structure in Asia

This was the first non-Swiss franc transaction for Julius Baer and the first AT1 transaction with write down trigger feature ever to price in the Singapore dollar market.

Citizenship Shopping For Affluent Investors

The motives for seeking citizenship can be complex.

Asia’s Family Firms Need to Talk About Succession

Without a plan, the risk of business failure is high as the transition to the next generation looms.

Passing the buck: how money man Andrew Yen guides China's billionaire families through generational shifts

But equally challenging is navigating the sometimes dark human emotions that manifest among parents, children and siblings when so much is at stake.

“The Path of the Entrepreneur in 2015″ - BNP Paribas

The Report reveals the emergence of the ‘Millennipreneur’, a new generation of entrepreneurs under 35 years old

Morgan Stanley : Stealing Retail Banking From Banking Giants?

Morgan Stanley’s 3.5 million wealth management clients use only 1% of its retail-banking products

Wealth Management: Where Will the Largest Fee Pool Be in 2030?

For banks and financial services firms looking for a piece of the action, baby boomers are still their best bet

Wealth manager launches managed portfolio service

They will be available on the Standard Life Investment Hub platform at launch.

FCA chairman wants “less is more” approach to wealth manager regulation

FCA chairman John Griffith-Jones has spoken out on the “realistic, if not ideal” delay to MiFID II, while acknowledging the need for a “less is more” approach to the regulation of wealth managers

Art Appreciation as a Lure for Ultra-Wealthy Clients

Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.

The Richest Family Offices, Ranked

Silvercrest, the second fastest-growing family office in our ranking, has to keep both clients and investors happy: Its shares trade on public markets

Julius Baer Group Ltd. successfully places SGD-denominated perpetual tier 1 subordinated bonds

The securities carry a coupon of 5.90% and include an optional redemption call on 18 November 2020 or on 18 November of each year thereafter.

Finding your rung on the wealth ladder

A new book by inequality writer Max Rashbrooke called Wealth and New Zealand attempts to lift the lid on how wealth is spread.

Pictet Says Gulf Asset Managers Are in a ‘War of Fees’

His role includes sovereign wealth funds, central banks and pension funds in the six-member Gulf Cooperation Council region.

Lombard Odier in joint venture with Thai bank

Has spun off its private banking business from retail banking as a new business division to increase its flexibility to run wealth management and to cash in on the opportunities in this segment.

Wealth and Asset Management