Managers of Wealth

Family Office Fortunes Patricia Woo Predicts Family-Office Trends in Hong Kong and China in 2016

This article previously appeared in STEP Journal, Volume 24, Issue 1, and is republished with kind permission.

First Republic Named Best Private Wealth Manager

Private Asset Management Magazine Honors First Republic For Sixth Year

Indian wealth managers rush in as foreign players exit

Wealth management arms of IIFL, ASK Group, Anand Rathi and Centrum have been expanding by adding advisors

Cayman Island: Still A Top Choice For High Net Worth Individiuals (HNWIs) And Investors

The landscape has changed considerably over the last 20 years through G8 and G20 initiatives and through the OECD's global drive to eliminate corruption, money laundering and tax evasion.

PAM AWARDS: Nicola Wealth Management Named as a Finalist

While NWM is recognized as an industry leader across Canada, the firm is proud to have been considered in this international award competition.

Saxo Bank continues to use F1 exposure

Formula One is a sport that fits our brand perfectly because of the continued commitment to innovation and strength of technology that is needed to be successful

The Spectrem Affluent Investor Confidence Index Year in Review: How Did 2015 Impact How Affluent Will Invest This Year?

There were only two months last year when the Spectrem Affluent Investor Confidence Index was in positive double digits or “mildly bearish.

QNB Private Banking recognised by Euromoney magazine

QNB Private is the first private bank to be established in Qatar and has since become the trusted financial partner for those who value a personal and discrete banking experience.

EFG to buy BSI for US$1.3 billion

EFG International today announced that it is to acquire the Lugano-based private bank BSI, according to an agreement signed on 21 February 2016 with BSI’s sole shareholder BTG Pactual.

HNW client base from China increasing in Hong Kong, BEA says

High-net-worth individuals in China are looking to Hong Kong as a reliable centre to manage their wealth

Edmond de Rothschild AM unveils major funds push

All the funds have been fully transitioned to Luxembourg and come in the wake of a ‘pilot project’

Santander named 'Best Private Bank' in Chile and Portugal by Euromoney

Santander Private Banking offers services to customers in Brazil, Chile, Italy, Mexico, Portugal and Spain

Lombard Odier Wins Two Swiss Awards 2016

They also confirm the relevance of our Swiss offering, offering, a global, integrated solution for the personalised management of our clients’ portfolios and retirement planning.

Guardian Wealth Management exits Qatar after six years

Guardian Wealth Management is to close its office in Qatar after a “strategic review” of the Middle East, shortly after gaining a broker licence with the region’s Insurance Authority in January this year.

Rathbones’ Mike Webb on his reputation as a turnaround king

In 1986 he followed his father’s footsteps into finance, joining Hambros Bank.

Berlusconi Seeks Investments From Asian Millionaires

Mr. Bee negotiations broken down, now AC Milan require other alternatives

The private banking and wealth management industry continues to sit in judgment on itself

CX: The most important wealth award

Investec branches out with Cork quayside office

Ciaran Whelan of Investec said “As a business, we’ve grown significantly in Ireland over the past five years providing competitive, value-added specialist services for corporate, SME and wealth management clients.

Winners Of WealthBriefing Swiss Awards 2016

Here are winners of this year's awards at the annual WealthBriefing gala event in Geneva.

Private bankers rushing for certification, says Hong Kong WM association

We expect numbers to grow in 2016

Wealth and Asset Management