Managers of Wealth

SEI Wealth Platform Certification Program Launched

Program to Create Line-Up of Project-Ready Certified Consultants to Support Private Banking Platform Activity

Why Coutts’ Higgins is looking to peripheral Europe

This was primarily via German and UK equities, to which he currently has 30% allocated. To gain exposure to Europe, Higgins bought low cost ETFs.

Meet the bankers with the clients that banks in Singapore are now desperate to capture

The population of high-net-worth individuals, those with more than US$1m in investable assets, in China surged to 758,000 in 2013, up 17.8% from the year before, according to a report by Capgemini and RBC.

Investec W&I invests £500 million into alternatives

Investec Wealth & Investment is investing £500 million of client capital into hedge funds and alternatives, saying that deflation is now less probable.

Julius Baer transfers acquired Leumi clients

In July 2014 Julius Baer announced its strategic cooperation with Bank Leumi, which included the acquisition of Leumi’s private banking business in Switzerland.

This year, compliance rules may be a damper on Hong Kong's Rugby Sevens

Institutional fund managers are finding it difficult to accept hospitality beyond reasonable limits because compliance is getting stricter

Four nods for Fiducia in Money Marketing Financial Services Awards

Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.

Guernsey: Ahead Of The Curve

Threatening to blacklist jurisdictions which fail to compile public registers of the beneficial owners of trusts and companies is all well and good

Standard Bank Private Clients rebrands Wealth and Investment

The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.

Wealth custodian sees value in active management

Private client manager brings investment focus

Cruz’s Wife Heidi to Take Unpaid Leave From Goldman

He became the first major-party candidate to formally enter the race and called for conservatives to “rise up to reignite the promise of America.”

Julius Baer acquisition of DSP Merrill Lynch’s India ops gets CCI nod

JB is a Swiss private banking group which manages assets worth $297 billion through its presence in more than 20 countries.

DFSA probing ABN Amro for supposedly failing guidelines

A Dubai-based client of ABN Amro, who did not want to be named, told The National at least one banker was put on enforced leave in early January.

Wealthy Russians Seek New Havens amid Sanctions, Legal Pressure

Faced with growing scrutiny from authorities and asset freezes in response to the Ukraine crisis, Russia’s rich are turning to Asia

Rothschilds and the emails of the super rich

The wealth of some of Ireland's richest families, and who manages it for them, could come under the spotlight later this week as a legal schemozzle unfolds in the Four Courts

Crown Prince meets Group CEO of LGT Group Foundation

He welcomed the group's interest in expanding its financial operations in Bahrain

Asia – The New 'Frontier' For Wealth Planning

This area has potential for significant growth given Singapore's burgeoning wealth management industry

Pulling power – Fund distributor with Mirabaud

Bertrand Bricheux, head of Mirabaud Asset Management’s fund marketing, explains how his growing team is giving the group a major foothold within the global asset management industry.

Credit Suisse’s Ferrari Has ‘No Limit’ in Hunt for Wealth Assets

The banker oversees a business that boosted headcount by 11 percent last year

Atlantic Trust receives national recognition at Family Wealth Report Awards

The Family Wealth Report is a leading trade publication covering news and other developing stories in the North American wealth management, family office and HNW/UHNW sectors.

Wealth and Asset Management