Managers of Wealth

Another bank to shut up shop

All deposits have been returned to its private clients, and four permanent staff have accepted voluntary redundancy agreements.

Underlying profit before taxes 46% lower versus H1 2015, in line with the expected reduction as communicated on 14 June 2016, and 43% lower versus H2 2015 – all largely due to reduced performance fees

HNW Investors Exiting Britain Since Brexit

The survey included 770 people with investable assets of at least $1.3 million from countries across the globe, including the United States and Britain.

Wealthy Investors Are Looking to Reduce UK Exposure Post-Brexit

HNW investors may actually be making the right decision in their reaction to Brexit, even if it’s for the wrong reason.

UBS sees outflows from LatAm clients as tax regulations bite

As the emerging market countries implement their own amnesty programs, we will help manage our clients through those programs.

Digital transformation introduces wealth management to a new generation

Robo-advice offers algorithm-based investment suggestions and options to customers based on a questionnaire that they complete, and large institutions have been looking at how they can provide this as a service to clients.

Former RoboVault President Acquires Company's Fine Art Services Division

She and her team of highly experienced art handlers work extensively on private estates, yachts, corporate offices, museums, galleries, and major art fairs.

Family businesses emphasise impact investing in philanthropy

As philanthropy is increasingly regarded by family businesses as a form of social investment

Focusing on what you're good at - Evrard Bordier

The first half of 2016 has been transformative for Bordier & Cie in many ways.

The Nasty Virus of Negative Interest Rates by Justin Urquhart Stewart

It has been like watching a virus spread or a creeping infestation, and now it has finally reached our shores in the UK. No…it is not the bubonic plague…

Brexit visa promises for City fund staff

UK asset managers pledge to pay for visas for EU employees based in London

Wealth managers face slowdown in assets under management

The growth of assets under management is likely to fall behind what wealth managers collectively assume in their business cases

Nedbank Heads for Eight-Month High on Surprise Profit Increase

The lender and its peers are struggling against a South African economy heading toward a recession and a potential credit-rating downgrade of the country’s debt to junk by the end of the year.

DeVere poll suggests HNWIs now look to reduce exposure to UK risk

The more diversified the investment portfolio, encompassing a global focus, the greater the reduction of risk.

Why I've bought more shares in the UK house builders after Brexit, by investor of £2 billion

And if you believe that the fundamentals are good, it’s not without risk, but there is a lot of money to be made.

Credit Suisse's Francesco de Ferrari calls out commission conflicts

Credit Suisse uses a salary and bonus model in its private banking and wealth operations.

AMP, Japanese vie for ANZ’s $6bn wealth management arm

Swiss investment bank UBS advised AMP on its Axa transaction six years ago.

2016 Wealth Management Trends

The fundamental shifts faced by wealth managers can be best described as two revolutions, one loud and the other quiet.

UAE expats rake in serious wealth

Individuals in the affluent segment are third in rank in the hierarchy of wealth holders.

Wealth and Asset Management