Managers of Wealth

WealthBriefing Swiss Awards 2016 Now Open For Entries

Entries for the annual WealthBriefing Swiss Awards - with results due to be announced next February - are now open.

HSBC Middle East to move head office to Dubai from Jersey

Move will not affect its customers or regulatory relationships in other countrie, says bank

Aberdeen Asset Management wins corporate engagement award

Aberdeen Asset Management Charitable Foundation was awarded the Best Foundation accolade at last night’s Corporate Engagement Awards.

HSBC could stay in UK, hints chairman Douglas Flint

Douglas Flint says Britain’s regulatory system is better suited to a global banking titan

The Way of the Future: Technology and Branch Designs of the Modern Retail Bank

Many physical design and technology elements are intertwined such as drive through ATMs.

Long-running Aberdeen chair passes away

A chartered accountant by trade, Irby spent 27 years at ING Barings.

Independent fund and corporate services provider to open new offshore office

Plans to offer a range of governance services to the international funds community with the office, scheduled to open before the year’s end.

Does SJP have a fee transparency problem?

SJP told the newspaper clients are only interested in one overall charge which covers advice and fund management

Meet the Hong Kong bankers cashing in on China’s market turmoil

Hong Kong has long been a global investment gateway for rich mainlanders

Families Support Scepter with $14 Billion in Discretionary Assets

The board represents the assets of a number of Gulf and Asian ruling families and ultra-high-net-worth investors

Swiss site shows where Americans are welcome

Where Americans Are Welcome-Expats lists banks and a range of business-related companies in Switzerland

Generation Sceptic: Millennials Unconvinced of Wealth Management Outcomes

Almost one third (29%) of the UK’s HNWIs under the age of 40 believe that recommendations from their wealth management firm have not been in line with their risk tolerance, according to new research released today.

Credit Suisse Seeks to Build Luxembourg Hub as EU Gateway

Pictet and Lombard Odier, Geneva’s two largest private banks, are also expanding their base in Luxembourg.

BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI

BSI, founded in 1873, is one of Switzerland’s oldest banks.

Why more investors are letting private banks decide what to do with their money

High-net-worth clients are increasingly choosing to let their private banks decide their investment strategies amid rising stock volatility

HSBC Explores the Future of Wealth with Next Generation Family Business Leaders

Harnessing the next generation's energy and potential is a critical component of succession planning.

Single-Family Offices Are Increasingly Co-Investing With Institutional Investors

With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.

UBS CEO expects clarity on Swiss capital requirements in coming months

Switzerland is expected to hold off on outlining tougher capital requirements

Banking Asia's rising philanthropy

To help her to structure the foundation and identify worthy charitable causes, she turned to Credit Suisse Private Bank’s philanthropy desk.

Unmet Needs of High Net Worth Individuals in Asia-Pacific Drive New Opportunities in Wealth Management

Improved wealth manager training, digital tools, and lending solutions essential for firms, finds Asia-Pacific Wealth Report 2015

Wealth and Asset Management