Managers of Wealth

Novia Global signs distribution agreements

The Novia Global platform is supported by first class technology, provided by Australian software business GBST.

Evercore announces the opening of Evercore Trust Company of Delaware

Darlene Marchesani is the Chief Trust Officer and Trust Counsel of Evercore Trust Company of Delaware

Exeter-based wealth manager to launch DFM and platform proposition

“We have already received a high level of interest in the DFM service and are currently speaking to a number of quality advisory firms that are keen to join P1 and have a greater influence over the investment service they use for their clients.&rdqu

PCR Launching Next-Generation Wealth Insight Products And Services

Private Client Resources, the leader in wealth data aggregation and reporting for ultra high net worth clients and investors, announced today the launch of a series of innovative new products and services.

SJP under fire over system failure that left clients stranded

The system outage means written information on client Isa and unit trust holdings cannot be sent out to clients.

Indonesia tax amnesty may lure home some of $280 bil reportedy stashed in Singapore

The scheme will offer the well-heeled incentives to bring money back to the country but it won't require taxpayers to repatriate their assets

Oddo Seeks Businesses With German Lenders After Doubling Assets

Our idea is not to compete with the Sparkassen and Volksbanken, but rather to work together on a complementary basis.

Credit Suisse boss says European banking panic is overdone

Tidjane Thiam said the Swiss bank’s balance sheet is stronger than ever

UBS: Zeltner's zeal for private banking

Zeltner is smart and extremely likeable.

WealthInitiative launches platform for real estate, art and passion investments

Real estate, art and passion investments such as classic cars, yachts or private jets represent a dynamic trillion dollar market.

Leading fiduciary and fund administration firm makes another acquisition

Offering support services to companies moving abroad is a core business and of growing importance.

RBC wins top awards for innovation in global private banking and wealth management survey

Survey results are based primarily on a peer ranking methodology.

Private banking: Wealth managers struggle to define their identities

For many of the largest private banks 2015 was a year of restructuring and geographical retrenchment.

What's Your Story? HNW Advisors May Need Better Marketing

The divide is caused by marketing that doesn’t tell the story behind the brand and by campaigns that fail to reach clients where they are, he said.

UBS wealth arm considers launching robo-advice

Robo-advice, in which customers fill out an online questionnaire and then receive investment options based on an algorithm, has come to the fore within the UK wealth management sector.

Cyprus Tops Citizenship by Investment Programs

Residency through real estate investment shows strong growth

Wealth managers warn over-regulation of 'closet trackers' may not solve Europe-wide problem

The decision over whether a fund was a 'closet tracker' was decided by three main metrics: active share, tracking error and R2 ratio

Financial Advisers Give Quilter Cheviot Gold Seal of Approval

“We are thrilled to receive this endorsement from Defaqto and to be recognised for our levels of service by the financial adviser community as a whole. We place great importance in understanding and meeting the varying needs of financial advisers an

Senior private banker at BSI claims no unlawful conduct in 1MDB case

Yak had applied to the courts for the accounts to be unfrozen in order to pay his income tax, legal fees and other expenses.

Credit Suisse CEO to waive part of bonus after loss -Sonntagszeitung

Switzerland's second-largest bank reported a worse-than-expected 2015 net loss of 2.94 billion Swiss francs $2.97 billion after booking a big impairment charge at its investment banking business.

Wealth and Asset Management