Managers of Wealth

Brewin Dolphin appoints Clearstream to safeguard client assets

Vestima has over 140,000 mutul fund ISINs and 50,000 hedge funds and is recognised as a Commercial Settlement System (CSS).

Coutts Challenges Bond Bears as Hedge Funds Bet on 10-Year Notes

Coutts’s view underscores investor concern the U.S. economy isn’t strong enough to justify higher interest rates.

Old Mutual Wealth launches international bond to target wealthy

The bond is only available for clients who want a DFM to run the portfolio linked to the bond, therefore Old Mutual International will make other DFMs available through the bond.

Alarm Bells Sound over Wealth Management Products

The authorities have failed to supervise risky investments offered by trust companies, but this cannot go on much longer

Stifel Financial closes Eaton Partners buy

Stifel Financial Corp. said Monday that it closed its buy of Eaton Partners LLC. Financial terms weren’t announced.

Meet the 29-year-old running $7 billion for wealthy clients

Forbes has just released its annual "30 Under 30" list for various industries.

Santander UK to re-enter investment advice market

Santander plans to have a force of 225 advisers across the country by the end of March.

CISE CEO named in Citywealth Power Women list

Mrs Le Poidevin, who took the helm at the CISE at the start of 2015, has now featured in each edition.

Don't call it a comeback: Steve Cohen rebrands online

Point72 manages about $10 billion in assets, the vast majority of it Cohen's, plus some employees.

Vontobel family affirms commitment to Swiss bank after patriarch's death

Vontobel's three main businesses are wealth management, investment banking and asset management.

Julius Baer takes stake in Shanghai wealth manager

The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.

Old Mutual Int’l targets wealthy UK investors with new bond

Old Mutual International has launched a new international life assurance bond aimed at high net worth investors in the UK.

What’s In Your Brand?

With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain

Tax havens hold $7.6 trillion; 8% of world's total wealth

The fractions of wealth held abroad are highly variable.

Prestigious City investment firm nearly doubles the salary of its highest-paid director from £9.9m to £19m

Other notable directors include City investment manager Crispin Odey and the 14th Earl Ferrers, Robert William Saswalo.

Asian wealthy advised to prepare for dollar rally’s end in 2016

Strategists also predict the dollar’s gains will slow in coming months

Chinese joint ventures lose their appeal for foreign banks

Tough new regulations aimed at improving the robustness of Chinese trust companies

Ageing population drives boom in elite private banking

Private banking is banking for the "one per cent," the wealthiest people in society.

Vontobel says Hans Vontobel, 100, dies

Hans Vontobel was one of the most important bankers in our country, but beyond that he was a convinced humanist, who put people at the heart of everything he did

Pictet’s pure-play model is winning over Asian clients, says regional head

The ability to tap a deep reservoir of financial experience is a benefit in the intensely competitive world of Asian private banking.

Wealth and Asset Management