Managers of Wealth

Non-callable FDs suit the conservative wealthy

These deposits fetch slightly higher interest rates, but one can also look at tax-free bonds or debt funds which are more tax-efficient

7 of Yale's super-elite secret societies ranked by wealth

Yale's secret societies often seem shrouded in complete mystery.

How The Nobel Disproves Piketty Over Ever Greater Wealth Concentrations

The implication of that being that the rich will see their wealth grow faster than incomes for the rest of us will rise and thus we get ever increasing inequality.

EFG Bank Monaco eyes treble at 2016 EFG Sailing Arabia The Tour

Key to this success is Fabian Delahaye, the French navigator who recently competed in the Transat Jacques Vabre with Jean Pierre Dick.

Brewin Dolphin appoints Clearstream to safeguard client assets

Vestima has over 140,000 mutul fund ISINs and 50,000 hedge funds and is recognised as a Commercial Settlement System (CSS).

Coutts Challenges Bond Bears as Hedge Funds Bet on 10-Year Notes

Coutts’s view underscores investor concern the U.S. economy isn’t strong enough to justify higher interest rates.

Old Mutual Wealth launches international bond to target wealthy

The bond is only available for clients who want a DFM to run the portfolio linked to the bond, therefore Old Mutual International will make other DFMs available through the bond.

Alarm Bells Sound over Wealth Management Products

The authorities have failed to supervise risky investments offered by trust companies, but this cannot go on much longer

Stifel Financial closes Eaton Partners buy

Stifel Financial Corp. said Monday that it closed its buy of Eaton Partners LLC. Financial terms weren’t announced.

Meet the 29-year-old running $7 billion for wealthy clients

Forbes has just released its annual "30 Under 30" list for various industries.

Santander UK to re-enter investment advice market

Santander plans to have a force of 225 advisers across the country by the end of March.

CISE CEO named in Citywealth Power Women list

Mrs Le Poidevin, who took the helm at the CISE at the start of 2015, has now featured in each edition.

Don't call it a comeback: Steve Cohen rebrands online

Point72 manages about $10 billion in assets, the vast majority of it Cohen's, plus some employees.

Vontobel family affirms commitment to Swiss bank after patriarch's death

Vontobel's three main businesses are wealth management, investment banking and asset management.

Julius Baer takes stake in Shanghai wealth manager

The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.

Old Mutual Int’l targets wealthy UK investors with new bond

Old Mutual International has launched a new international life assurance bond aimed at high net worth investors in the UK.

What’s In Your Brand?

With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain

Tax havens hold $7.6 trillion; 8% of world's total wealth

The fractions of wealth held abroad are highly variable.

Prestigious City investment firm nearly doubles the salary of its highest-paid director from £9.9m to £19m

Other notable directors include City investment manager Crispin Odey and the 14th Earl Ferrers, Robert William Saswalo.

Asian wealthy advised to prepare for dollar rally’s end in 2016

Strategists also predict the dollar’s gains will slow in coming months

Wealth and Asset Management