Managers of Wealth

Video: On the Road in...Jersey

Jersey’s status as an international jurisdiction is attractive to clients and wealth managers alike.

Using Tax Services as Lead Generation, Marketing Tool

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

HSBC moves asset management head to Hong Kong from London

It will make its decision by the end of the year and Hong Kong would be the most likely destination if it does choose to move.

BHF Kleinwort Benson keeps mum on offer

The offer was not mentioned in the group's interim results, out just now, but investors and analysts will get an opportunity to talk to management mid-afternoon (UK and European time).

Marketforce Hosts Thirteenth Annual Conference on the Future of Private Banking & Wealth Management

ln its 13th year, The Future of Private Banking & Wealth Management returns to London on 4th November 2015, providing a leading strategic forum to discuss the key industry issues of today and tomorrow.

Bank Leumi execs may have to hand back bonuses

A Bank of Israel report expects Eitan Raff, Galia Maor and Zvi Itskovich to return bonuses because of the US tax evasion affair.

Barclays Pressing Swiss Private Bankers to Double Client Assets

It’s a hard stretch for bankers to try and achieve that.

DBS named Asia's Best Wealth Manager

According to The Asset, DBS won the coveted Best Wealth Manager in Asia award because of "the bank's ability to recognise the different requirements of both new and established clients, as well as provide wealth management solutions and services

Why London hedge fund managers don’t do Switzerland

For hedge fund traders, moving from London to Switzerland should have been a no-brainer.

BTG Pactual Chile Cuts 10 From Wealth-Management group

The firm announced the acquisition of Assicurazioni Generali’s Swiss private-banking unit BSI in July last year.

Bahamas Financial Services Industry Continues to Target Asia’s Wealth Economy

The upcoming promotion includes a schedule of four events in four cities, starting with a Bahamas Landfall event in Beijing on October 29

China capital opening is wealth manager 'game changer,' DBS says

As it readies for an eventual lifting of capital controls, DBS, Southeast Asia's largest lender, is studying ways to expand in China

Wellian agrees investment tie up with £140m IFA

Management of the portfolios will be led by Wellian CIO Richard Philbin and investment director Chris Mayo.

Bankers Play a Role as Family Businesses Contemplate the Future

Some family-owned private companies are taking advantage of the seller’s market, finding company valuation and deal terms too good to resist.

Swiss-Asia expands to target growth in financial entrepreneurs

Swiss-Asia Financial Services (Swiss-Asia), a Singapore-based independent asset management company, said it plans to expand its operations to meet the rising demand coming from entrepreneurial finance professionals.

UBS’ Kathryn Shih Plays the Long Game

The Asia head of private banking knows that, like in golf, a deft touch is critical to grow and protect wealth.

Big Data's High Value Prods Major Wealth Managers Into Alliance

SPReD, otherwise known as Securities Product Reference Data, is expected to launch within six to 12 months, the Journal report stated.

Profile: what tempted Brewin's Glasgow team over to Rathbones?

The old Victorian façade of the building in which Rathbones is planning its conquest of western Scotland cleverly hides the ultra-modern set-up inside.

Diary of a tax advisor: Working with wealth managers

KPMG private client advisory partner Jo Bateson on the challenges and opportunities of working with wealth managers

Richardson GMP scoops up CQI Capital, plans relaunch of asset manager

This is an opportunity to gain access to really great money managers that are not available in Canada

Wealth and Asset Management