Managers of Wealth

Swiss private bank to close Hong Kong operations

"This is part of a return to Europe strategy due to rising cost pressures," said one of the people familiar with the matter who declined to be named.

Most wealth managers adopt strategy segmentation lite

As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.

Swiss private bank to close Hong Kong operations - sources

Hong Kong operation would close by the end of December with its asset management arm

Casey Quirk: Fee pressure, slow growth will force managers to cut costs and evolve

In “Survival of the Fittest: Defining Future Leaders in Asset Management,” Casey Quirk outlines how money managers must change to compete in a new age.

Lack of trainee advisers 'real threat' to industry - Investec W&I

More than a third of owner managers are looking to semi or fully retire in the next decade

EFG International to cut up to 450 jobs as part of BSI integration

In an analyst and investor call today at 9.30 am CET, EFG International will provide an update on the integration of BSI, including further information on the planned strategy and ambitions of the combined group and the revised synergy potential.

Over one million HNW individuals unable to secure credit

Over a third of Londoners had been unable to secure credit in the past five years

How to develop wealth management in the Middle East

At the same time, the total amount of known wealth in the region rose by 0.9% to USD2.3 trillion.

Industrial Alliance Poised to Become Wealth Management Giant

HollisWealth is one of the biggest wealth managers in Canada

Jho Low Family Digs in to Stop 1MDB Asset Seizure by U.S.

The Justice Department is targeting real estate, investments and art works that were allegedly bought with money siphoned off from the state-owned investment and development fund known as 1MDB.

Sad! Hillary Clinton to host party and grieve with millionaire donors in one-time Trump hotel

The Plaza Hotel is quite a choice of location.

Super-rich paying less income tax despite HMRC 'crackdown'

The economy has been recovering, activity has increased and personal wealth should have grown too.

Wealth firm begins fresh buy spree with IFA acquisition

An initial amount of £157,500 was paid upon the completion of the acquisition from AFH’s cash resources.

Credit Suisse Steps Up Cost Cuts as Revenue Eludes CEO Thiam

Both had previously targeted 2.1 billion francs in profit.

Client demand and technology driving move to comprehensive wealth management

We can't let technology detract from relationships

Nicola Wealth Management's CEO announced as one of Canada's Most Admired CEOs of 2016

NWM's corporate culture was recognized in 2015

Veritas extends SEI wealth contract

As the industry continues to adjust to the broader technological upheaval impacting the market.

Credit Suisse Group AG Plans More Swiss Job Cuts

The Swiss bank is expected to announce its future overhaul plans on Investors Day in London

Investec puts emerging market equities on hold

The firm believes growth assets will gain support after the positive impact of the Donald Trump victory November, Stopford told Last Word's Fund Selector Asia on a recent trip to Hong Kong.

BNP Paribas Wealth Management celebrates 40 years of Art Advisory

The team is active in the three main sectors of the art market: at auction, with galleries and at international art fairs and also negotiating private sales.

Wealth and Asset Management