Managers of Wealth

Chinese wealth manager sets up Jersey trust firm

A weakening yuan is increasingly pushing wealthy Chinese to try and move their investments abroad in spite of the country's strict capital control regime.

Institutional and private client service provider establishes the first Jersey " Managed Trust Company" for a Mainland Chinese financial institution

The new ground-breaking licence was issued by the Jersey Financial Services Commission on 14 July 2016

Investors to look to “safe haven” fine wine postBrexit

This trend has continued with strong demand from US and Asian investors spurred by the fall in sterling against the US and Hong Kong dollar.

Swiss Private Banking: Desperately Looking for Growth

Remains the option to grow at all cost to achieve the economies of scale.

Julius Baer Said to Hire HSBC Bankers in Latin American Push

Officials at Julius Baer and HSBC declined to comment.

Old Mutual on course on splitting units

We are clear about the task at hand and we are absolutely confident that this is the right strategy to unlock value.

Coutts - Weekly Investment Update

This week our key messages are focused on the signs of continued growth and alternatives to ultra-low yielding government bonds

Retiring in paradise by Penny Lovell

How many of us have sat there on the last day of our holiday and reflected on how good it would be to embark on a longer term new adventure and to perhaps just stay put and enjoy the lifestyle and holiday location forever.

Sexism still rife in asset management

Female fund staff say there has not been enough progress for women in the industry

HK’s CMBC invests in Asia wealth management biz of Carret Investments

The shares of which are listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange.

Ignition Wealth launches financial wellness profile

Ignition Wealth used a Class Super conference to launch the technology

Discretionary fund manager teams up with financial planners

Currently has a 93 strong investment team, which will be available to Pareto.

Lord Rothschild warns of unchartered waters amidst ‘greatest monetary experiment’

This represents a net asset growth of £87.9m year-on-year, and £567m growth in the last three years alone for the trust which deals in quoted securities and special situations.

Margetts Wealth targets £1m breakthrough after relocation

Using more than 75 years’ combined experience, the firm works with individuals and business owners to identify where they need support and expert advice on investments

SJP’s charging structures must be more transparent

There seems to be alchemy going on here, as well as the misleading concept to their customers that they are as good as independent and use expressions like partners rather than sales reps.

Mass Bank Account Data Shared By German State

Information sent to foreign tax authorities on more than 100,000 bank account holders suspected of tax evasion in 19 countries

Lebenthal shutters wealth management group

The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace

Lebenthal shutters wealth management group

The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace

Modernizing Trusts for Modernized Families

In the UHNW space, these claims can bring unwanted publicity.

PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors

Advisors must have a minimum of seven years of experience to be considered.

Wealth and Asset Management