Managers of Wealth

More Wealthy Clients Want Direct Investments

Advisers can help with due diligence

How Private Investment Is Changing World Real Estate

The Weight Of Money: How Private Investment Is Changing World Real Estate by WealthBriefing

Citigroup Eyes Asia in Pivot to Wealth Management

The U.S. bank plans to double the number of wealth-management clients in Asia to one million

Julius Baer takes $350m settlement charge

Julius Baer has announced its decision to take a preliminary provision of USD 350 million for its eventual settlement with the U.S. Department of Justice regarding its legacy U.S. cross-border business

China should mind wealth gap, not rich scions

A luxury boutique in China. According to the Gini index, the degree of wealth concentration in China has risen by a third in the past 35 years. This disparity fuels perceptions that the deck is stacked in favour of the rich.

‘Different’ Towry plans to expand investment offering

Towry has outlined plans to expand its investment proposition following its acquisition of financial planning and discretionary firm Ashcourt Rowan.

There's a massive poaching raid going on at Lehman's old wealth management shop

Barclays is selling the business to Stifel Financial Corp

Asian investors seek global exposure, says Deutsche AWM

Deutsche Asset & Wealth Management (Deutsche AWM) says that it is seeking to tap demand from Asian asset owners for higher global investment allocations

Swiss Banks Likely To Continue Shoring Up Capital As SNB Proposes Higher Leverage Ratio Requirement

The largest Swiss banks UBS and Credit Suisse may have to keep working on their balance sheet quality over the next few quarters, as the Swiss National Bank is pushing for stricter rules governing their leverage ratio requirements.

Credit Suisse Sets Sights on UBS in Battle Over Private Banking

UBS and Credit Suisse, with business operations spanning the globe and headquarters a few blocks apart in Zurich, have long been fierce rivals.

Dubai private banker fired by ABN Amro

ABN Amro said on Monday it had fired an employee as part of an internal investigation into its private banking operations in Dubai

Rothschild, Canaccord among top performers

Wealth managers may have struggled to generate alpha in 2014, but rising markets and low inflation meant they were comfortably able to generate positive returns for their clients.

15th Berenberg Polo Derby: Hamburg polo highlight celebrates anniversary

It is the year of anniversaries in the Berenberg world. In 2015, not only is Germany’s oldest private bank celebrating its 425th birthday, the Berenberg Polo Derby is also being staged from the 15th time.

Switzerland faces competition from Asian booking centers

Dubai emerges a fast growing asset booking centre

Switzerland admits being ‘attractive’ for money laundering

Switzerland has been facing pressure from several nations to share details of Swiss bank customers suspected of holding illicit funds

What marketers can learn from private banking and the Daddos

The only thing we did have in common is our lack of the need of anything approaching a private bank.

Caledonia Investments To Acquire Seven Investment Management

Seven Investment Management is currently owned by Allied Zurich Holdings Ltd and Aegon UK through 7IM Holdings Ltd.

Wealth Adviser: A Way to Differentiate Yourself From the Pack

Lack of patience leads to alternative failures

Six Must-Knows for Wealth Advisors in 2016

Traditional wealth management firms may be lagging behind their upstart rivals in client service, particularly in servicing the digital demands of today’s customers.

Natixis recasts EM unit in AUM push

Natixis has restructured its emerging markets business, bringing its staff into one new autonomous unit. The new business aims to triple its AUM within five years and is looking to increase its headcount in Singapore.

Wealth and Asset Management