Managers of Wealth

Lombard Odier’s Patrick Odier on the future of private banking

The chairman and senior managing partner of one of Switzerland’s largest private banks talks investing in 2016

Diversifying life insurance choice for Asia's HNW

The UK government is introducing legislation that creates a look-through for all tax structures

Bank of Singapore eyes London foothold

Asian private bank weighs UK branch in light of pound’s slide following Brexit vote

Rolls-Royce turns to rock ‘n’ roll icons for altruistic automobiles

There has always been this fascinating synergy between Rolls-Royce and those artists who create music

BNP Paribas navigates choppy Brexit waters

Bank’s wealth management arm says the UK will remain a very important offshore centre

The Ex-UBS Banker Whipping Credit Suisse's Swiss Unit into Shape

She made Managing Director one month before the bank was forced to take a $60 billion government bailout in 2008.

Brewin Dolphin to buy asset management business for £28m

Brewin said it expected the addition to enhance earnings after the first year, while, on a pro forma basis, its funds under management is anticipated to increase to £36.1bn.

WH Ireland cautiously optimistic about year ahead

The majority of the exceptional costs associated with this change will be taken in 2016, and as such will be fully disclosed within the annual results.

Thomas Piske: «The Job Profile for Private Bankers is in a State of Flux»

Private banking has been undergoing an adjustment process for a number of years now

World-first listing on CISE for global bitcoin fund

GABI was launched in 2014 as the world’s first regulated bitcoin fund when it received certification as an Expert Fund from the Jersey Financial Services Commission.

The EM story is not finished yet: Ken Peng, Citi Private Bank

This year emerging markets have underperformed. Developed markets continue to outperform. Are you telling your clients that they should remain underweight on EMs?

Arbuthnot Latham snaps up Duncan Lawrie loan book

The loan portfolio is mainly secured against residential property and has a total balance of approximately £44.9 million with 83 customer accounts.

Arab Bank Switzerland ditches FIS/Sungard core system for Avaloq BPO

By partnering with Avaloq, the bank will benefit from the Avaloq Banking Suite, a state-of-the-art solution that includes a fully integrated component for upcoming legal and regulatory requirements.

Robo-advisers not plagued by profitability challenge

Robo-advisers will be snapped up on the cheap by the big traditional player

A bionic boost for a new private banking landscape

At the UHNW level, it’s bionic advisers, not robo-advisers, that could have a greater impact

Wealth management biz to grow 17-18 per cent: Sanctum Wealth

Sanctum Wealth was founded by a close group of investors by taking over the private banking business of RBS India in 2015, making it the first management buyout deal in India, he said.

Wealth managers favour short-term debt products now

These days, they are recommending investors to hold two thirds of their portfolio in short-term products and the balance one-third portfolio in dynamic bond funds.

Former Coutts & Co Trustees relaunches under Highvern brand

Coutts & Co Trustees has relaunched itself under a new boutique private client brand following the management buy out

Wealth Enhancement Group Continues Chicagoland Growth

Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year

Inverness Shortlisted In Three Categories For The Family Wealth Report 2017 Awards

This annual industry award competition highlights the achievements of single- and multi-family offices

Wealth and Asset Management