Managers of Wealth

Swiss law firm targets Asian wealth structuring

Every bank and trust company has an interest in Asia, as does every independent asset manager.

Old Mutual to cut stake in asset management arm via offering

OM Asset Management said it had agreed to repurchase 6 million ordinary shares from OM Group Ltd, a unit of Old Mutual.

UBS wins $4.5M clawback case against 2 advisers

When UBS was recruiting them, it neglected to inform the duo of critical firm policies that were later to pose obstacles in transitioning their business over, Brecher says.

What Can Luxury Teach Swiss Private Banking?

What does the nearly $1 trillion luxury goods industry know that Switzerland’s priciest and choicest private banks don’t?

Never mind the robos… we’re all digital wealth managers now

Digital is critical to offering a premium service

British Virgin Islands: Private Wealth Structuring In The BVI

These structures will usually contain holding companies, trusts and private trust companies.

Ultrawealthy Donors Step Up Their Giving

Survey finds 3% increase in major donations in 2015.

Delivering more by discretionary mandates

These dynamics have made clients turn to their banks to provide professional advice.

How Asia’s Wealthy Invest

Rich Asian families tend to be more aggressive, hands-on investors than their Western counterparts

Swiss private bank starts hunt for new Latin America boss -sources

Has Mandated A Recruitment Firm For The Search Of New Latin America Boss

Growing opportunities in impact investing

UBS’ chief investment officer sees both compelling returns and a positive social effect

Argentina's wealth industry boosted from tax amnesty efforts

If they do so by the end of 2016, they pay a special tax of 10% on the undeclared amount.

Private Client | December 2016 -

A round-up of topical tax and personal finance issues affecting individuals and families

Intro International Rebrands to Vistra

The rebrand will see the teams from Intro International relocate to Vistra’s existing offices in Singapore, with no changes to the services provided and the same teams supporting their existing clients.

Citi debuts new features on app for upper-level investors

The new mobile features will expand to additional clients and markets over time.

OMGI's Buxton: We are not over-earning as an industry

Defends active management

Bordier UK core strategies made available on 7IM platform

The initiative enables intermediaries to tap a wealth of investment experience and offers a high quality, cost-effective means of managing client assets, with minimum investments from £1,000 lump sum and £100 per month. The strategies, which

In-depth - hign net worth: Moving on up

It is often hard to persuade the client what they must do.

US Home Price Gains Lift Household Wealth to $90.2 Trillion

The rise suggests that Americans' finances are improving, with more families building equity in their homes.

Delivering discipline in portfolios

The potential for such a shift has become increasingly viable as more and more HNW clients appreciate both the value of advice.

Wealth and Asset Management