Managers of Wealth

UBS Feels Asset Management Industry Pressure

Asset management has grown far more competitive as clients shift more funds to passive managers, which are cheaper than active managers

Brown Shipley buys Manchester wealth manager

With a heritage spanning over 200 years, Brown Shipley provides investment management, wealth management and private banking services to a range of clients.

A Financial Capital Europe Can Waltz To

A big Russian bank is considering shifting more of its of business to the Austrian capital as Britain heads for Brexit

Swiss investment house enters UK with corporate bond

OMNIA raises an agreed proportion of the asset’s value – which is never in excess of 50% of the value of the assets

Singapore directs Falcon Bank to stop operations in Singapore

Falcon Bank has demonstrated a persistent and severe lack of understanding of MAS' AML requirements and expectations

Falcon Bank says will focus elsewhere after losing Singapore licence

Falcon Bank will focus on growing their businesses in the core locations Switzerland, Middle East and London

The best way to help people pass wealth their grandchildren is to scrap inheritance tax

How and to whom wealth is passed on is clearly a matter of personal choice, not of government decree

The Countries Where The Super-Rich Are More Likely To Have Inherited Their Wealth [Infographic]

The situation is similar in Sweden where 43.8 percent of ultra high net worth individuals inherited their fortune.

UBS chairman hits out at EU – 'We are not a European bank, we are a Swiss bank'

UBS is not a European bank, but a Swiss bank and Switzerland is not part of the EU

The Wealthy Are Not All the Same

The rhetoric often portrays the wealthy as a homogenous group that inherited its wealth

Aabar Investments says fully behind Falcon Private Bank after 1MDB sanctions

The Monetary Authority of Singapore on Tuesday said it had ordered Zurich-based Falcon Private Bank's Singapore branch to cease operating because of "a persistent and severe lack of understanding" of Singapore's money-laundering contro

Progeny launches discretionary investment management firm

Will offer bespoke and model portfolios

Vistra Assists in Acquisition of Thomson Reuters IP and Science Business

Vistra was able to help overcome extreme complexity and provide integrated corporate secretarial and governance assistance during the transaction.

Old Mutual Wealth's Feeney warns of 'difficult' markets ahead as inflows slow

Flows hit by Brexit and market uncertainty

Old Mutual estimates closing London base will cost up to £65m

The managed separation process is expected to be completed by the end of 2018.

Crestbridge Luxembourg to act as manager in first RAIF platform

This means that non-EU managers can quickly set up and bring to market funds under the supervision of the pre-authorised manager.

St James’s Place Backs Janus Henderson With US$983 Million

Henderson asset manager, will acquire Janus Capital Denver based fund company

Stealth wealth: inside the secretive world of wealth management

Capital Without Borders by Brooke Harrington reveals a new, hidden focus for financial services: keeping family assets secure.

OMGI’s Tonkinson: We are expanding our international footprint

He started out as an independent financial advisor at Towry Law, and spent the earlier years of his career at Prudential and Fidelity.

ABN Amro weighs sale of Asia private-banking business

The cost to the banks is climbing fast, and some players may just decide to focus back on their more profitable core business.

Wealth and Asset Management