Managers of Wealth

The growth of global wealth

INSITE 2015 will feature nearly 40 sessions to provide attendees with actionable ideas and steps to navigate the industry's emerging trends around technology, regulation and practice management

U.S. private wealth management division of CIBC receives Delaware Trust Charter

The state of Delaware has long been known as a leader in trust laws, offering wealthy clients more advantageous tax benefits, investment flexibility, control over trust terms and asset protection.

Private equity firms circle £100m 7IM

Private equity firms are circling Seven Investment Management and could value the wealth manager at over £100m, Money Marketing understands.

Qatar Executive is growing its international footprint by targeting corporations and the fast-growing number of high net worth individuals in Asia

Qatar Executive has adjusted its inflight experience to match the taste of the Asian executive and private traveller. For example, customers can request to be served by Mandarin and Cantonese speaking VIP cabin attendants, who are familiar with local cust

The grapes of wealth

Guests were given the background to a carefully selected wine from each chosen area by sommelier Jonathan Simpkin

Singapore property gloom has silver lining for investors

Here's a good reason to own Singapore property shares: you might not have to own them for long.

Middle East private banking continues to expand in 2015

The number of Gulf based banks that are hiring talent within private banking has increased dramatically over the last twelve months.

Wealth Managers Have Opportunity in Automated Advisory

Automated investment advisory services for individual investors have emerged as another pressure facing active investment managers, says Fitch Ratings.

BMO Private Bank Asia wins Hong Kong and Singapore awards

BMO's Private Banking Operations in Asia Acknowledged for Their Solutions, Global and Local Expertise and Growth

Charles Stanley Reveals GBP16 Million Fundraising

The company is looking to focus entirely on wealth management, meaning that the main parts of its securities and employee benefits businesses are up for sale.

New Global Business Network Makes a Strong Start With Highly Accomplished Member Base

The Marque is rapidly building a powerful membership base in London, with growing interest in business capitals across the world.

Boston Private plans to be a distinctive Wealth Management, Trust and Private Banking organization

These changes will align more directly the Boston Private executive team with execution of the Company’s plan to become nationally recognized as a distinctive Wealth Management, Trust and Private Banking organization.

Sallie Krawcheck: "Ask for the raise."

“When men negotiate, they’re focused on winning. When women negotiate, we’re focused on maintaining the relationship.”

Julius Baer AGM passes all proposals

At today’s Annual General Meeting of Julius Baer Group Ltd. the shareholders passed all agenda items and proposals submitted by the Board of Directors.

Old Mutual has bigger plans for Nedbank

The move deviates significantly from a string of high-profile internal appointments that the London-based financial services group has made in the past two years.

RBC must team up with early-stage companies to build the ‘bank of the future,’ says CEO

The bank will need to be part of a “thriving ecosystem” of entrepreneurs in order to innovate and “build the bank of the future,” he said.

Guernsey presence felt at US estate planning conference

Guernsey's fiduciary sector was represented at a prominent international estate planning conference in the United States

Wealth management matchmaker bags £500000 seed round

Some of the new investment will be used to fund the launch of findaWEALTHMANAGER.com in Asia.

Citibank Says former VP of private banking arm ran off with trade secrets

The bank on Friday accused a former vice president of its private banking arm of soliciting former clients

Vontobel eyes further growth after missing out on Meriten

Vontobel Asset Management has revealed it will seek further growth opportunities after talks to take over Meriten Investments ended unsuccessfully.

Wealth and Asset Management