Managers of Wealth

Rathbones’ Mike Webb on his reputation as a turnaround king

In 1986 he followed his father’s footsteps into finance, joining Hambros Bank.

Berlusconi Seeks Investments From Asian Millionaires

Mr. Bee negotiations broken down, now AC Milan require other alternatives

The private banking and wealth management industry continues to sit in judgment on itself

CX: The most important wealth award

Investec branches out with Cork quayside office

Ciaran Whelan of Investec said “As a business, we’ve grown significantly in Ireland over the past five years providing competitive, value-added specialist services for corporate, SME and wealth management clients.

Winners Of WealthBriefing Swiss Awards 2016

Here are winners of this year's awards at the annual WealthBriefing gala event in Geneva.

Private bankers rushing for certification, says Hong Kong WM association

We expect numbers to grow in 2016

EFG says in exclusive BSI talks, no decision yet made‍

BTG Pactual in relation to a potential acquisition of BSI and that a decision is imminent.

Financial sector gets new investment

Saint Lucia’s burgeoning international financial sector received a further boost this week.

Specialist asset management firm secures rare triple for third consecutive year

The announcement comes in the wake of its 2016 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market.”

Wealth managers to be excluded from HSBC pay rises

The latest change was first reported by the Financial Times on Wednesday.

Five years of service excellence and technology innovation - Multrees Investor Services

Multrees Investor Services, a leading independent custody and consolidated reporting specialist for wealth managers and family offices, is celebrating its five year anniversary this month.

Offshore wealth management firm expands funds portfolio

An Island-based offshore wealth management firm says it is adding 28 new funds to its product range.

Credit Suisse poised to cut 200 jobs at its London office

Credit Suisse is not the only financial institution to streamline its operations.

Credit Suisse Investor Herro Backs Thiam on Overhaul Plans

It should be managed to generate consistently solid returns, not “recklessly abandoned.

Bank of the West Promotes Members of its Southern California Wealth Management Team

"It is rewarding that clients are looking to Bank of the West for solutions to their wealth management needs," said Edward Mora, senior vice president and regional manager in Bank of the West's Wealth Management Group.

Knight Vinke sells UBS stake after failing to win strategy change

We can confirm that we sold our position in UBS towards the end of 2015, realising a substantial gain for our investors.

European Banks' Woes Aren't Fully Justified, Say Wealth Managers

Wealth managers ask whether some of the sharp selling of European banks' shares, and fears about their overall health, are really justified at current levels.

Morgan Stanley Wealth Management Launches new manager analysis screening and scoring process

As the ‘adverse’ denotes, one of the keys to the process is finding fixed income managers that have been able to outperform their peer groups in environments that have been unfavorable for active manager relative performance

Robo financial advising on the rise, but gen Xers still prefer the human touch

“Robo-advisors are generating a lot of buzz in the personal finance world, but when it comes to fully relying on them, both Gen Xers and boomers hesitate"

Wealth managers consider removing sterling hedges

Yen and euro stronger

Wealth and Asset Management