Managers of Wealth

More money flies into Swiss banks

Deposits by Bangladeshis go up by 36pc; political unrest, poor investment scope seen as reasons

CAIS and Mercer Bring Institutional Private Equity Solution to Wealth Management

CAIS Meets Advisor Demand for Access to Private Equity Funds

Brokerages Keeping the Rich, But What About the Heirs?

The wirehouses hold 42% of the $11.3 trillion high-net-worth market

Wealth advisory firm opens Boston office

An investment management and wealth advisory firm for high net worth individuals and families, announced today the opening of its Boston office

UBS, Credit Suisse Should Build Up Crisis Buffers, SNB Says

UBS Group AG and Credit Suisse Group AG would probably suffer substantial losses in a financial crisis

HSBC Seen Losing U.K. Corporate Clients If Bank Leaves London

HSBC Holdings Plc risks losing U.K. corporate clients if it decides to move its headquarters out of London

Swiss bank UBP to take on between 60-70 percent of Coutts' client money - CEO

The acquisition of Coutts International will add around 30 billion Swiss francs

Wealth Adviser: Keeping the Heirs’ Inheritance In-House

The major brokerages may be ceding market share to the independent channel, but industry stalwarts Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and UBS continue to be prime destinations for high-net-worth investors.

Finding Common Ground On Your Family's Reputation Management Strategy

This can help ensure a smooth intergenerational transition in the process.

Billionaire Sets Sights On German Private Bank

Chinese holding group Fosun International is one of the parties involved in the takeover discussions, one source close to the discussions said separately.

The Credit Conundrum for High-Net-Worth Individuals

Credit has become an incredibly important aspect of a financial profile

JPMorgan's Jimmy Lee, a legendary rainmaker, dies

Lee was one of the first bankers to break up big corporate loans into small pieces to sell to other banks, an innovation that helped fuel the leveraged buyout boom of the 1980s.

Merrill to Ready Clients for Account Changes

Merrill Lynch is preparing to send a missive to clients, saying that any fee-based accounts not transitioned onto its new advisory platform–Merrill Lynch One–by year’s end will be converted into commission-based accounts, Wealth Adviser

Weaker Rand Won’t Stop South Africa’s Rich List From Growing

A weaker South African Rand will not hamper the growth of the country’s rich list

UK's first new private bank in 30 years opens doors

The UK's first private bank launch in 30 years has been given the regulatory green light.

Ex-UBS director speaks of Latin American network

Gibaud told Argentina’s state news agency Telam, that some thirty individuals were involved in recruiting Latin American clients in Argentina.

Wealth Specialist Ledbury Rebranded

Continues to operate from the London office under the new brand.

Jamaica pushes as home to HSBC HQ

British banking giant, HSBC, is considering relocating its headquarters out of the UK, and one Caribbean state is now vying for the spot

Mirabaud Confirms its Commitment to the GCC

Mirabaud Asset Management, the investment management arm of the Mirabaud Group, is bullish on the growth of GCC equities

Guernsey private wealth news

Review of recent Guernsey private wealth news and details of our upcoming events.

Wealth and Asset Management