Managers of Wealth

How wealth managers are trying to avoid another Lehman

Pain is a rarely used word in the lexicon of wealth management

Investec Wealth & Investment partners with FEIFA

UK-based asset manager Investec Wealth & Investment has partnered with the Federation of European IFAs (FEIFA) to help the organisation’s members “meet their clients’ investment requirements”.

No longer so secret, Swiss banks look to expand after purge

Swiss banks lost billions in assets in European tax crackdown

A cloud hangs over the Masters of the Universe

The growth in asset management has created the risk of a liquidity illusion, says David Oakley

Go East, Young Buy Sides

Tim highlights this week's BST coverage with an eye towards our latest meeting of the minds in Singapore.

Consolidation game: Is wealth M&A set to accelerate further?

Robert Hare, managing director of pensions – wealth and stockbrokers, at Lloyds Bank Commercial Banking, says the recent wave of wealth management M&A is only the start of the sector's turnaround.

Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings

Women: An $11 trillion market for financial advisors?

Women control more wealth than most financial advisors recognize.

The power of wealth management is pushing banks to hire more private bankers

MBA Jobs: Wealth Management Recruiting Surge Led By Asia

No longer so secret, Swiss banks look to expand after purge

After billions of Swiss francs in withdrawals, recent figures from UBS <UBSG.VX> suggest the tide is beginning to turn.

Maybank Private Wealth eyes regional expansion

The private banking arm of Malaysia's largest bank aims to rollout its Asian expansion this year, with the hiring of dozens of relationship managers, the opening of a London office and a new service in Singapore.

StanChart CEO Bill Winters to shift power to regional hubs

Standard Chartered’s new chief executive is planning a structural overhaul

Asia’s Wealthy Take On Risk in Pursuit of Returns

The greater appetite for risk means Asia’s rich favor high yielding stocks, private equity and commodities.

Guernsey's fund industry saw growth during Q1 of 2015

It means the net asset value of all funds under management and administration in Guernsey now stands at £222.2 billion.

U.K. Wealth Managers to Profit Most as Rates Rise, Liberum Says

Wealth managers including Hargreaves Lansdown Plc have the most profit to gain among U.K. financial-services companies should interest rates rise, according to investment bank Liberum Capital Ltd.

UBP to cut between 60 and 110 jobs after Coutts deal - source

Union Bancaire Privee (UBP) plans to cut between 110 and 160 jobs initially after buying the international business of wealth manager Coutts from Britain's Royal Bank of Scotland, a source familiar with the matter told Reuters on Thursday.

Charles Stanley to move wealth managers onto profit-linked pay deals

The contract changes, which affect all staff with revenue-based variable remuneration, will be phased in over three years from next January.

How the UK's newest private bank plans to shake up the market

New private bank Hampden & Co has attracted the attention of 400 prospective clients just days after opening its doors

'Jordanians have $3b in Swiss banks'

Deposits of Jordanians in Swiss banks were around JD2.13 billion (around $3 billion) last year, according to a recent report released by the Swiss National Bank.

RBC Said in Advanced Talks to Sell Swiss Unit

Foreign financial firms are retreating from Switzerland as the regulatory and compliance cost of managing private wealth offshore increases.

Wealth and Asset Management