Managers of Wealth

UBS Readies New Ad Campaign

The company will spend the next few months introducing the campaign to its employees before launching it externally.

‘Wolf of Wall Street’-style coke party at jumper’s luxury apartment: cops

Evidence of an epic, cocaine-fueled party straight out “The Wolf of Wall Street” has been discovered inside the million-dollar apartment of an investment banker who plunged to his death

Experts Provide Advice On Selling And Clienteling To The Super Rich

Annually, they spend over $45 billion on travel

Villa Del Mare: Lola Wang Li and the secretive web of Chinese wealth

The Treasurer wanted to demonstrate that he was serious about stopping foreigners from evading ownership restrictions and inflating the bubbling market.

Private Investments And Private Wealth

Most big money was created through equity, which means there’s a centuries-old relationship between entrepreneurism, ownership, and wealth

Sanlam Private Wealth’s new ad campaign reinforces its approach to building personal relationships

The advertising campaign will be followed by a programme of activity that provides Sanlam Private Wealth clients with exclusive, one-of-one opportunities and bespoke experiences.

How an Israeli bank stiffed Washington

Bank Leumi is one of a vast number of banks that helped Americans dodge tax

Investment bank reportedly in lead to buy Barclays' US wealth management unit

Currently negotiating key aspects with Barclays

Private banks seen as hindering Asia multi-asset funds

The chief executive of Principal Global Investors says private banks are preventing the uptake of multi-asset funds, and believes Asia needs to change its pension structures to facilitate change.

Brooks Macdonald moves into South Africa

Investors are increasingly seeking to access offshore investments as a result of the relaxation of exchange controls and benefits of greater asset security and returns.

In Hunt for Higher Profits, a New Frontier for Wealth Management

He needed to liquidate $5 million of assets to put into a family entity for estate planning purposes, and he needed to do it before the year ended.

50 South Capital Launched by Northern Trust

Investment Subsidiary to Manage Alternative Assets

Baroness Rothschild: Israel insults our family

Baroness Ariane de Rothschild tells "Globes" about the tax dispute that has persuaded her husband Benjamin not to set foot in Israel

Citi Private Bank Nabs Senior Banker From J.P. Morgan

Citi Private Bank has snagged a senior private banker from J.P. Morgan Private Bank.

Ex-Deutsche and Brooks duo launch discretionary firm

Former Deutsche fund manager Helene Jelman has joined forces with ex-Brooks Macdonald director Michael Usher to launch an investment firm

Deutsche Bank Plans to Boost Asia Asset, Wealth Staff Up to 10%

The firm may target clients in Asia with assets of between $5 million and $20 million when a digital banking platform is ready, Raju said.

Private-bank clients mull FX strategies

Opinion is divided on the extent to which private-bank clients should be encouraged to consider FX as an asset class and to look at strategies to generate returns from currency volatility

Why is everyone in Monaco so darn rich?

When people think of Monaco, wealth, fast cars and casinos come to mind

Wealthy Chinese get green light to invest money directly in global sharemarkets

Beijing is preparing to relax restrictions on foreign stock purchases by individuals giving China's retail investors greater access to the Australian equities market.

Why some advisers will struggle to join the exit party

Wealth management solutions firm argues technology investment key to successful deal making.

Wealth and Asset Management