Managers of Wealth

Swiss Regulator Probes Coutts in International Investigation

Royal Bank of Scotland Group Plc said regulators are investigating the Coutts International private-banking business it sold to Union Bancaire Privee last year.

Schroders launches total return commodity fund

The new fund will offer commodities exposure with a flexible approach, allowing the team to take advantage of a wide range of opportunities, as well as limit downside risk.

EFG Buys Luxembourg Private Bank

The transaction will significantly strengthen EFG International’s presence in Luxembourg and will reinforce the Bank’s focus on growing its wealth management presence in Europe.

Clipper World Yacht Race – Tragedy strikes in Race 9

Owner of a personal lifestyle company providing services for private high net worth individuals

Guernsey-based fiduciary company expands into Malta

The operation will focus on wealth planning for high-net-worth individuals and include property development structuring, VAT services, pension provision, yacht registration, corporate services and intellectual property and image rights structuring.

RBC Royal Bank launches private banking in Cayman

Patrice Ritchie, interim head, Private Banking, noted the bank’s service philosophy is based on a personal relationship with each client.

Barclays in talks to sell French wealth, retail banking businesses

European private equity group AnaCap Financial Partners has entered exclusive talks to buy Barclays' French retail banking and wealth business.

Deutsche Eyes Asia’s New Rich to Grow Private Bank

Private banks target the ultra-rich with higher minimum investments, but Deutsche’s Raju has a different plan.

Citigroup shareholders in rebellion over executive pay

The pay plans were approved but 36.4 per cent of votes were cast against.

UBS launches new HNW offering in Taiwan

The service is available via a model which provides clients who subscribe with access to premium research insights and products previously available only to HNW clients.

St. James’s Place acquires Technical Connection

Technical Connection is the financial services sector’s recognised leader in delivering technical support, insight, proposition development, business generation and the provision of continuing professional development (CPD) to financial advisers and

Van Lanschot presents strategy update 2020

Van Lanschot enters the next phase of its wealth management strategy: building on a strong foundation, adapting to a changing world, taking advantage of opportunities this offers and creating value for clients

British wealth manager reports record gross inflows for Q1

Client retention during the quarter was strong at 95 percent of client funds, it added in a statement.

SJP teams up with Metro Bank for product launch

The range will be exclusive to SJP clients.

Wealth manager profile: Canaccord Genuity's Nigel Cuming

Ongoing market volatility and macro uncertainty are two drivers behind Nigel Cuming’s asset allocation at Canaccord Genuity Wealth Management. Here he explains his view through the filters of value and opportunity

Glass Lewis tells Credit Suisse investors to reject pay packages: paper

The 2015 compensation report, which is part of the bank's annual report, will be presented to investors for a consultative vote.

Asset managers discount fees for big investors by a third

The biggest discounts were offered to institutions that backed new products. Asset managers are tempting investors to new products by marking fees down 37 per cent in Europe or 22 per cent in the US.

China Wealth Manager Yang Weiguo Denies Taking Money

The chairman of a Chinese wealth management company whose disappearance last week sparked alarm has strongly denied taking investors' money.

St. James's Place launches innovative intergenerational mortgages with Metro Bank

St. James’s Place is working with Metro Bank to launch further products in 2016.

A novel approach to wealth advice in Thailand

Mbmg Group has carved a niche within the country's wealth management industry - an independent offering combining investments, insurance, corporate solutions and family office services. And it charges for the quality of its advice.

Wealth and Asset Management