Managers of Wealth

Staff engagement puts Nedbank Private Wealth in Top 100

Our company aim is to serve our clients better than any other financial services organisation and we appreciate that employee engagement is crucial to achieving this.

ANZ considered IPO for wealth management unit; sources

It was also determined that a sale would not have a big enough impact on ANZ's capital position to make it worthwhile.

UBS considers acquisitions to expand wealth management in Europe

UBS, the world's biggest private bank, sees growth potential in Europe because the wealth management market is still very fragmented with the biggest banks

Key Private Bank Awarded 'Best Private Wealth Manager Client Service' From Private Asset Management

Key Private Bank's mission is to deliver proactive and personalized expertise and advice by combining local market insight

Two EFG Shareholders Are Said to Favor Acquisition of BSI

Swiss private banks are consolidating as regulation, tax probes and difficulties generating revenue squeeze margins.

Smith & Williamson’s income continues upward trend

Firm proceeds with its programme of planned investment in the business

Singapore banks saw income from wealth management nearly triple in last 5 years

Among the three banks, DBS registered the highest fee and commission income from its wealth management services of S$599 million, and the largest year-on-year percentage gain both for the December quarter as well as the full year.

Telling the good from bad in wealth management

Due diligence efforts, aided by sophisticated software, are growing at Swiss banks.

Insurance firm buys HNW specialist firm

Their investment in technology and efficient operating structures will enable us to gain wider and improved market and broker access for our bespoke products.

Banque Havilland acquires Banco Popolare Luxembourg

. Under the agreements , Banco Popolare Luxembourg has distributed reserves and repayment of equity to the shareholder Banco Popolare for a total amount of 52 million .

Global search firm named International Recruitment Specialist Firm of the Year for Switzerland

Recognised for the second time in three years, the award reflects the firm’s commitment to delivering exceptional recruitment and executive search services in one of the world’s leading offshore financial centres, Switzerland and international

The curious case of Islamic wealth

Islamic fund management segment, albeit a small component, is slowly developing.

Falling Rand means Barclays to lose £400m on decade-long Absa investment

Just over a decade ago, in May 2005, Barclays Plc invested £2.6bn to acquire 56.4% of the Absa Group.

Wealth managers aren’t creating much of it for investors

When it comes to wealth managers, Questor says avoid.

Banks Eye Wealth Management To Replace Revenue

Matthews, a former Citibank and Smith Barney executive, warned the wealth management personnel in attendance to be ready to take a higher profile in their organizations where wealth management historically hasn’t had a big role.

Gavignet leads EFG Bank to third successive EFG Sailing Arabia - The Tour title

After five legs of endurance provoking offshore legs in the Arabian Sea, EFG Bank (Monaco) retained the title.

Fieldpoint Private Repeats at PAM Awards

Named 'Best Private Wealth Manager, Under $5 Billion'

Coutts hit with £75m tax evasion penalties

Coutts was asked to conduct a review of its US related accounts and presented the results of the review to the DOJ on 23 December.

Swiss banking giant charged with tax fraud and money laundering

A statement from prosecutors said: "The Swiss bank is suspected of having directly, and not via its Belgian subsidiary, approached Belgian clients to convince them to set up constructions aimed at evading taxes."

See how Border et Cie's new office kills the ‘closed door’ view in private banking

In 2011, ID21 Singapore designed and built an award-winning office for Bordier et Cie.

Wealth and Asset Management