Managers of Wealth

The public worries of Swiss private bankers

Sudden appreciation in Swiss currency impinges heavily on their overseas income

Creechurch has £12m war chest for acquisitions

The firm, which currently runs over £450 million, is looking to expand its regional footprint.

High Net-Worth Investors Claim ‘All Of The Above’ On Energy; Renewable And Otherwise

When it comes to developing and investing in energy, high net-worth investors say. "all of the above," according to a recent poll conducted by Morgan Stanley Wealth Management.

Investors urge Standard Chartered to replace boss

Two of the bank's investors have told its chairman to find a replacement for Peter Sands

Got a spare billion? Investment bankers are keen to help

The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers.

Swiss private banks fight for survival

Analysts and bankers believe the dramatic central bank u-turn will be extremely damaging for Swiss private banks and asset managers that have a high proportion of their costs in Swiss francs, but most of their revenues in foreign currencies.

Jeremy Paxman to pose the questions at Jersey funds event in London

Former BBC Newsnight anchor, Jeremy Paxman, will be asking the questions about the prospects for the international funds industry when he is the moderator at this year’s Jersey Finance funds conference in London on March 19.

RBC CEO sees no need for big acquisitions after City National deal

I wouldn't call it a one-and-done, but we don't need to make other acquisitions to achieve our goals

Raymond James' recruiting bump will boost next quarter

Recruiting remains robust ... so we should have a tailwind in that area

St. James’s Place Started Talks to Explore Middle East Base

St. James’s Place last year bought Singapore-based advisory business Henley Group Ltd.

Olympics group calls on wealthy executives

‘Founders 100’ entry donation is $50,000

UBS' Smiles Tells Asia's Wealthy to Diversify -- Barron's Asia

UBS Wealth Management put out a note to its private bank clients detailing how the move would hurt Switzerland's growth and the stocks of Swiss companies dependent on revenues in other currencies.

London wealth manager buys IFA to boost assets by £150m

The combined business will manage £420m of assets and employ 21 staff across two offices.

St James’s Place fund hits asset record

The number of partners also grew faster than expected at nine per cent year-on-year

Swiss Lenders Pitch 'Superior' Banking Services

Swiss bankers are now pitching 'superior banking' services to their prospective clients

Growing numbers of ‘super rich’ will need generalist advice

Australia's growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report reveals.

Aberdeen Asset could make small acquisitions

Aberdeen Asset Management is not looking for any major acquisitions following its purchase of Scottish Widows Investment Partnership

Intesa considers float of private banking arm

Intesa Sanpaolo is considering a flotation of its private banking

CORRECTION - RBC to Acquire Premiere U.S. Private and Commercial Bank

RBC supports a broad range of community initiatives through donations

Intesa Sanpaolo's private bank plan may save divi

Italy is rarely top of mind as a private banking destination, though plenty of local lenders and insurers ply their trade in its over-banked market.

Wealth and Asset Management