Managers of Wealth

Julius Baer Gold Cup 2016

The event is held under the patronage of His Highness Sheikh Maktoum bin Mohammed bin Rashid Al Maktoum, Deputy Ruler of Dubai.

London audience hears of Guernsey's funds advantages

The masterclass was hosted by Guernsey Finance in conjunction with the Guernsey Investment Fund Association (GIFA).

Paul Abberley named one of PAM Insight’s 50 Most Influential figures

Charles Stanley CEO, is named one of PAM Insight’s 50 Most Influential figures

Tilney Bestinvest to acquire Ingenious Asset Management

The deal is expected to complete in April, subject to regulatory approval.

Wells Fargo Denies Report of Deal Talks With Credit Suisse

The newsletter didn’t cite the source of its information.

Cayman’s offshore banking sector shrinking

A major sector of the banking industry in the Caymans could be wiped out by tough regulations designed to fight money-laundering.

Private Investor club completes first deal of 2016

High Net Worth individuals can access these opportunities through our Investor Club, and we’re seeing strong levels of interest amongst prospective investors at this time.

RBS calls off planned sale of India banking business

The India operations of the RBS banking business comprise corporate and institutional banking, trade finance and cash management.

OMI tackles high net worth channels with new investments

One year on from rebranding Skandia International as Old Mutual International, sales director Marcel Bradshaw talks about the positive impact of the process, the rationale behind the company’s sponsorship of the England rugby teams and the shift to

HSBC setting up local subsidiary to handle retail, wealth business

All other lines of business of HSBC in Singapore, which include commercial banking, private banking and global banking and markets, will continue to operate under the existing Singapore branch.

Financial Crisis ‘Cast Long Shadow on Investors’: UBS

Survey of wealthy and affluent investors finds nearly 90% are keeping or increasing cash holdings since 2008

OM Asset Management Sees Fall In Fourth-Quarter Net Income

In a statement, the New York-listed asset manager said economic net income amounted to USD36.5 million in the three months ended December 31.

World's second-oldest bank is used to taking long view

A bank established more than 400 years ago does not need to rush into things.

Wealth Managers, Start Paying Attention To Social Impact

One of the striking features of the report in recent years, is the increasing interest among wealthy individuals regarding social impact.

RBC Wealth Management partners FutureAdvisor on digital advice pilot

The service will initially be targeted at clients who also want to use automated investment strategies and tools

BNY Mellon to buy Menlo Park investment firm

Atherton Lane Advisers co-founders Perry Olson, Janet Littlefield and Gary Patterson will join BNY Mellon Wealth Management, with Mr. Olson assuming a senior leadership role, the company said.

UAE Insurance Authority issues licence to Guardian Wealth Mgt

The UAE’s insurance regulator has granted its first brokerage licence in around eight years, to international IFA firm Guardian Wealth Management.

Maitland's Well-Kept SA Success Story

Itâ€™s about getting a licence to act as a manco and administrator for private equity and real estate funds in the EU.

New management at Richmond Fiduciary Group following MBO

Richmond was established in 1988, is based in Guernsey, and offers fiduciary services including professional trust and company formation and management. The directors, together with the senior managers have over 250 years combined experience in the intern

Private bank taking look at Barclays Asia wealth arm - CEO

Barclays has picked Lazard to help advise on the deal amid efforts to scale back in Asia, three sources with knowledge of the matter said last month.

Wealth and Asset Management