Managers of Wealth

Asia's Wealthiest Investors Advised to Prepare for Dollar Rally's End in 2016

Money managers for Asia’s wealthiest families say they’ll be looking elsewhere for returns after chasing the U.S. dollar’s gains in the past three years.

A Better Way to Sell Citizenship

Last October, the Caribbean island nation of St. Lucia announced it would launch a citizenship-by-investment program, or CIP.

The Swiss Have Sent a Chilling Message to Banking Whistleblowers

If governments around the world who have been helped by Hervé Falciani will not protect him, they would make themselves guilty of wilful blindness or of looking the other way while a whistleblower is legally crucified.

Aberdeen Asia loses senior manager as it tackles underperformance

It’s partly down to him that the investment disciplines we uphold are well understood and practised across our team.

Citibank opens high-tech wealth management center

The bank also expanded its asset management system by launching a new service called Citi Priority, targeting newly affluent people.

For filmmakers, the financial crisis just keeps on giving

Is Trading Places the best financial film ever ?

Deploying capital almost like a hedge fund: The silent revolution in Asian private banking

The Opalesque 2015 Singapore Roundtable was sponsored by Eurex and took place end of 2015 in the Deutsche Boerse office in Singapore with:

Swiss banks don’t want to deal with dirty money.

Switzerland changed its strategy just in time to actively participate in drafting the international standard for the exchange

Best of 2015: Wealth Management in an Extreme World

We can focus on the myriad challenges facing the business of private wealth management

'Unhelpful' advice labels should be reviewed - OMW

Old Mutual calls for the UK government to find ways to decrease the wealth management industry’s regulatory burden, in response to the Financial Advice Market Review.

Top UK trust in last 25 years changes manager and cuts fees

The appointment of ICG as manager is an exciting new development for Graphite Enterprise which builds on our highly successful relationship with them for more than 25 years.

What asset managers can learn from digital disrupters

There is growing discontent with current incumbents, and this remains a key factor in why investors are eschewing traditional investment management routes.

Another Swiss private bank reaches resolution under Swiss Bank Program

The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.

Meet Kim Jenson, managing director at UBS Wealth Management and a Woman of Influence

I am passionate about attracting more women to our industry

Intertrust sells Cayman banking activities

The transaction will have no effect on Intertrust`s profitability going forward.

The Future of Wealth Management

This is not to say that advisors should ignore the short term, but they’d be well served to pay more attention to where the industry is going long-term, or at least three to five years from now.

Dominion Hires Rothschild To Explore Sale

There can be no assurances that any transaction will result from these matters and the Company intends to make no further announcements or comments regarding these matters unless the circumstances so warrant.

Boxing clever: Nedgroup's multi-management chief on long-term plans

Garvin, who oversees $2.5 billion (€2.34 billion) in assets, has his own long-term credentials – the Cape Town-based fund selector has been in the multi-management business for 19 years and has had a global remit for a decade.

RBC provides $2.5 million in support of Syrian refugees and other newcomers arriving in Canada

The funds will be used towards settlement, skills development, and employment readiness to assist in achieving successful social and economic integration.

Credit Suisse Claims UBS Raided Staff

Roughly 70 of 300 brokers left for UBS in recent months

Wealth and Asset Management