Managers of Wealth

Wealth management industry is lagging the digital curve

Most managers can’t perceive their adoption of technology extending beyond tools to reduce administrative burden

Why Sex Matters in Wealth Management by Ruohan Wang, Scorpio Partnership

The rise of the wealthy woman provides opportunities for wealth managers – whether it is recalibrating investment portfolios or providing access to greater philanthropic services – women are storming up the wealth rankings and have subtly diff

Deutsche says to expand into high net worth private banking in Asia

Asia has seen consolidation in the private banking industry as some Western players withdraw to focus on home markets, while smaller players struggle to compete amid higher technology and regulatory costs.

StanChart may set up onshore private bank in China next year

Regulatory restrictions and a relatively less developed capital market have restricted some of the global banks in setting up onshore private banking presence to tap one of the world's fastest growing centres for millionaires.

Wealth Management Tied To Loan Out Corporations For Celebrities

With a loan out corporation, the celebrity is an employee of the firm.

Standard Chartered Closing $2 Billion Diamond Unit on Risk Fears

The bank has since determined the division is no longer viable amid increased compliance reporting and regulatory capital costs.

Jersey Finance: latest newsletter

Welcome to the latest edition of Focus on Finance

Documentary reveals the qualities behind multi-award winning Nedbank Private Wealth

Nedbank Private Wealth has once again announced strong growth in new business flows and profits, this time for the financial year ending 2015.

Discord at Canaccord: A struggling dealer looks to reinvent itself

Anyone who left in the next 12 months would be required to pay back the money in full.

BNP Paribas Grows in Brazil Fiduciary Services As Rivals Exit

BNP Paribas´ efforts to expand custody and trustee services in Brazil include offering these services to current clients who hired rivals to oversee the registration and management of their holdings

Vontobel Goes After Australia's Wealthy With Ex UBS Banker

Vontobel expands business with private clients in Asia Pacific focus market – wealth management solutions from Vontobel are now also available to wealthy private clients in Australia

Santander launches into UK private banking

The Santander managers will offer services such as tax planning, large home loans and discretionary wealth management.

Arbuthnot turns down unsuitable wealth buy opportunities

On whether the added capital will be used to invest in the company or fund acquisitions, Henderson said: ‘It’ll be both.'

Seven Ex-Deutsche Bank Managers Guilty in C02 Tax-Fraud Case

Deutsche Bank was the principal player in these deals at the time," said Bach.

Adviser consolidator acquires Maze Wealth

Received funding for expansion in June

External asset managers set for growth

Room for rise in Asia of non-bank players with complementary ties to banks: UBS

Blackstone Turns to Investment Banking Model to Court the Rich

“It’s more of an investment banking model as opposed to an asset management model.”

How to use professional connections to do succession planning

At the end of his analysis, there are also checklists of points for financial advisers to action.

Swiss buyer upbeat on merger with troubled BSI

"The business will significantly increase, so we would need as many staff as required to provide the same, if not better, service to clients," Mr Chiu added.

Private banking – an export industry like any other

The future of wealth management in Switzerland came under the spotlight at the first Private Banking Day.

Wealth and Asset Management