Managers of Wealth

With the bar raised much higher, legal professionals lower down the food chain—such as lower level associates—would be effectively snubbed.

The merger sees Barings become one of the world’s biggest asset managers with more than $275 billion in assets under management.

The company, which is currently in the process of obtaining a licence to grow medical marijuana

Cryan, 55, is seeking to restore investor confidence as mounting legal costs and restructuring charges undermine earnings and capital.

The private banking industry in Switzerland remains world leading, however, middle-market players seeing declines across all major indicators

Swiss private bank clients withdrew funds to pay taxes

A number of trends among the rich and super-rich can have decisive implications for wealth managers seeking to work with them

That includes digitisation, new services, and the use of service providers.

JP Morgan’s private bank is continuing to cull the ultra-wealthy people it serves.

Having our Singapore Trust licence allows us to provide our full suite of private client services.

CRM2 is shaking up the wealth management industry like nothing I’ve seen in my time in the business.

Ant Fortune has gained 25 million users since it was launched in August 2015.

One in 10 managers who advise clients now use such tools, said Haefele who oversees a team of more than 200.

The four are Prashant Goel, Shagun Tyagi, Sanam Budhrani and Reena Badlani

Attorneys are among the clients most affected by the private bank’s recent decision to double its minimum to $10 million in investible assets

The Cerilium fund has an ongoing charges figure of 1.24 per cent while the Generation vehicle charges 1.18 per cent.

The changing nature of the industry, the clients and the market are, however, making it more challenging for the banks to beef up their offerings.

We host wine tastings with LGT’s private banking clients.

Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".

It is important to be aware that these trends are structural and, consequently, unavoidable.