Managers of Wealth

Wells Fargo adds Credit Suisse brokers under recruiting agreement

Out of 220 it looked at, about half were hired, spokesman says

Sports as investment asset class now gets focus

Smaller league managers are now coming to the picture trying to convince wealth managers to lure high networth clients to invest in franchise-based teams across sports.

Close Brothers to launch 2016 Family Business Road Trip

Close Brothers Asset Management has announced the Family Business Road Trip 2016, a tour of some of the UK’s most successful family businesses, in association with Family Business United.

Zurich adds Bordier UK Strategies to Retail Platform

“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to

Ubp ramps up Asia efforts on back of Coutts international arm

Swiss group aims to double assets under management to $20bn

Credit Suisse to halt earnings previews in Japan following probe

The Securities and Exchange Surveillance Commission on Friday recommended that the Financial Services Agency penalise Credit Suisse's Japanese brokerage unit after finding that one of its analysts leaked non-public information on a company's ear

RiverPeak Wealth sets up investment consultancy

The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea

JBWere partners with Moelis Australia

Nab-owned wealth management firm JBWere has announced a research and distribution partnership with investment bank Moelis Australia.

Edmond de Rothschild launches UK M&A equity fund

The fund will follow the same investment process as the €1.4 billion (£1.1 billion) Edmond de Rothschild Fund Europe Synergy strategy which already has 30% in the UK.

Africa’s offshore wealth: feeding inequality

Rise of Africa’s rich has been good business for banks but less good for development

Europe's banking sector needs 'creative destruction' - UBS boss Axel Weber

However, Weber argued that this isn't easy given the current climate of balance sheet reductions in the banking sector.

Appleby Fiduciary Business Rebrands

The global corporate, trust, funds and accounting services company is led by Chief Executive Officer Farah Ballands, supported by Estera’s existing management team with over 150 years of combined industry experience.

Private Bankers Cool on Singapore Bonds

Credit Suisse Private Banking Asia Pacific and CA Indosuez Wealth Management say investors are favoring higher-quality issuers, while UBS AG Wealth Management warns of the prospect of exchange-rate losses on local-currency bonds.

Global Shell Games author to launch new research at Jersey Finance private wealth conference

The joint author of the renowned research ‘Global Shell Games’ will be a keynote speaker at this year’s Jersey Finance Annual Private Wealth Conference, where he will also launch his latest research report.

AP Executive wins 2016 Offshore Excellence Award

The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.

Union Bancaire Privée completes its acquisition of Coutts activities in Asia

The attraction of the Coutts deal was not Europe but Asia, says Union Bancaire Privee’s CEO Guy de Picciotto.

Trusts top agenda at Jersey Finance Private Wealth Conference

Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth m

Wealth and Asset Management