Managers of Wealth

Why Human Advisors Are Still Important, Says Schwab's Hathi, Others

The robots at least so far cannot answer calls from panicked clients about central bank policy, interest rates or geopolitics.

Advisors brace for the $30 trillion 'great wealth transfer'

The relationship between assets, asset owners and financial advisors is unraveling before our eyes.

Four Reasons The Wealthy Invest In Frontier Markets

Frontier markets will likely make the same journey over the coming decades, and investors who can bear the risks of these markets will profit.

ANZ selldown tipped for wealth, life insurance arms

The bank already held a 49 per cent slice, and established the partnership in May 2002.

Just another service your wealth manager can provide

These extras range from philanthropy services to events aimed at young people, such as a “next-generation” summit offered by Julius Baer, the Swiss wealth manager, where Google employees have spoken.

Private banks leave Geneva as it loses its shine

The locked entrance, where millionaire clients used to come and go, is a reminder that some of the biggest names in global finance have quit Geneva for good.

Credit Suisse: Facebook for the Ultra-Rich

The platform is meant to enable a host of services, according to a trademark filing.

Millennials force wealth managers to up their game

The best way to do this would be online.

Quilter Cheviot partners up with UAE advisory firm PWS

Dubai-based IFA firm Prestige Wealth Solutions, which advises local expats on their pensions, has teamed up with investment manager Quilter Cheviot to offer its clients a discretionary management service.

Shuttered Geneva Offices Show Impact of Lost Banking Secrecy

North American and European banks are quitting Geneva as companies battle with the loss of financial secrecy

Former UBS Business Goes Live

Crestone has secured a global network of strategic partners which includes UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust

Credit Suisse in Senior Hire for Thailand Push

She is based in Bangkok and reports to Christian Senn, Market Group Head Thailand.

Morgan Stanley Emphasizing on FICC & Wealth Management

Though the bank has managed to earn $4 billion in annual revenue in each of the last two years, majority of that revenue was generated in the first quarter.

Centrum Wealth to float $500-m new overseas fund

The first fund would also stop being routed through Mauritius next year.

Liontrust annual profit jumps 21% despite slower inflows

Adrian Collins becomes non-exec chairman

Charles Stanley divides into four as overhaul completes

The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.

Wealth manager profile: Potter & Burdett

The environment in which a fund manager works is another important consideration.

Singapore OCBC's private bank unit exploring China onshore presence

Regional and global banks have been cautious about setting up a local private banking and wealth management presence in China due to regulatory restrictions and the nation's relatively less developed capital market.

New report covers wealth in Poland: hnw investors

With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.

Coutts named outstanding Private Bank in the UK

Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.

Wealth and Asset Management