Managers of Wealth

The Wealth Report Attitudes Survey

Andrew Shirley explores trends in the wealth sector.

'Ballers' depicts wealth advisers, HBO-style

The trailers for the new HBO show “Ballers” may be the wealth management industry's best tool for recruiting new advisers.

Another Swiss private bank Reaches Deal in U.S. Tax Probe

The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.

SEI Wealth Platform Achieves Recognition of Financial Stability

AKG's ratings system assesses providers on a wide variety of different metrics to ascertain a firm's overall financial strength and its ability to act as a long-term partner to advisers in a fast-moving regulatory environment.

Investec plans to spread chief duties

Investec's board has approved a plan that will see group CEO Stephen Koseff and MD Bernard Kantor delegate more of their operational responsibilities to the executives reporting to them

Sallie Krawcheck’s Solution To The Retirement Crisis

It will provide women with the necessary tools to manage their increasing wealth and provide advisors an opportunity to grow their businesses in an underserved market.

Impact Investing for the Millennial: You Too Can Have an Investment Portfolio

But what about everyday folks who want to invest in social enterprises and impact businesses?

Do you really need a private bank?

Private bankers are throwing the doors open as shrinking margins force the industry to widen its net

Jersey FSC visit the Gibraltar Financial Services Commission

The GFSC and the Jersey FSC signed a Memorandum of Understanding on 13 March 2014.

The World's Richest People Lost $70 Billion Yesterday

The world's 400 richest people lost a combined $70 billion on Monday

New Deutsche Bank chief under pressure to reverse fortunes fast

John Cryan will have to hit the ground running at Deutsche Bank when he officially starts as chief executive on Wednesday.

HSBC returns to its roots

Bank refocuses on Asia

One of these women may win the struggle to run a Wall Street firm

The first woman to run a Wall Street firm could be a behavioral scientist, a mathematician, or an engineer

Wealth managers under pressure as clients demand higher cash levels

“People were more confident after the election, but now Greece is on the agenda instead.”

Hargreaves buys £370m client bank from JP Morgan AM

The breadth of Hargreaves Lansdown’s service means we are able to accommodate the full range of investments that these clients currently hold.

UBS eyes growing wealth management needs of China’s rich

Concerns about retirement and inheritance prompt well-heeled Chinese to consider more comprehensive ways to manage their money

Change in the air for Credit Suisse as Tidjane Thiam takes helm

Eyes on new chief’s master plan for Switzerland’s largest bank

Fast-Track Green Card Program Swells With New Interest

Wealthy investors from Brazil, Russia and Vietnam are eager to get a foothold in U.S.

Raymond James pair target charities with boutique launch

Raymond James’ branch principal Wayne Hayhurst and investment manager Paul Gavaghan are targeting advisers and charities through a new venture, two10 Asset Management.

Towry revives £800m float plan

A schedule for the IPO is expected to be unveiled in the near future

Wealth and Asset Management