Managers of Wealth

Baer CEO Collardi Says Not Among Bidders for RBS’s Coutts Unit

Asked whether the bank is considering a bid for Coutts International, he said, “we are looking from the outside for the time being.”

Resumption of Royal Mint Refinery Branded Bullion Products Announced

The Royal Mint have announced that after an absence of 47 years from the bullion bar & ingot product field, they will resume production of these items with the exclusive RMR or Royal Mint Refinery brand proudly displayed.

Citywealth IFC Awards winners announced

The Citywealth International Financial Centre Awards took place last night at the Grange City Hotel in London

J.P. Morgan's Dimon slated to receive pay increase

The details of Mr. Dimon's pay package are expected to be released Thursday.

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

The company reported 1.38 billion pounds ($2.1 billion) of net inflows in the fourth quarter, sending assets under management to a record 52 billion pounds, according to a statement.

The growing issue of social media for wealth managers

Undoubtedly firms have to preserve their image and the episode once again underlined the fact that most companies do not yet have a formal procedure in place for dealing with social media.

Morgan Stanley says wealth business to hit profitability target

Morgan Stanley brushed off the decline as a one-time event reflecting the accelerated payment of $88 million of bonus money to wealth executives in the quarter.

The 2015 General Election is making business uneasy, says wealth management firm Vestra Wealth

Wealth manager David Scott says the oil-price crash caught people on the hop but now investors are concerned about the approaching election

Burns drops Threadneedle and BlackRock in overhaul

Two major funds have been ousted by multi-manager James Burns in a portfolio revamp that has seen him hike his exposure to investment trusts.

UBS Seen Winning London Space Race as Rents Soar: Real Estate

Since then, a rebounding financial industry has collided with a dearth of new offices, pushing average rents up to about 8 pounds a square foot more than UBS will pay.

Belgian private banks to merge

The new group will offer private banking, institutional asset management and investment banking, principally in Belgium, Luxembourg and France. It will also have operations in Germany, Hong Kong, Italy, the Netherlands, Spain and Switzerland.

Intesa Sanpaolo open to list private banking, asset manager

Asked about Coutts International after the Italian bank said in November it was looking at the wealth management arm of Royal Bank of Scotland, Messina said he was not interested in buying only the international division of the company.

Why Online Portals and Mobile Applications Are Only as Good as Their Foundation by Bob Leaper, SS&C

Opportunities in new geographies and asset classes, a rise in the mass affluent, and aging high net worth baby boomers are sparking new demand for wealth management services.

PwC: Investment management optimism stalls for first time since 2011

Optimism among investment managers has stalled for the first time in three years, according to a survey by the Confederation of British Industry and PricewaterhouseCoopers.

There Is a Lot of Wealth Creation in China: UBS

UBS Wealth Management APAC Head Kathryn Shih discusses Switzerland abandoning the cap on the euro, Hong Kong as a financial hub and the demand for private banking services in China.

Julius Baer's cost base is exposed by franc rise

It was decent of Julius Baer to confirm it did not suffer losses in the two trading days after the Swiss National Bank unhitched the franc from the euro.

Bahrain-based Gulf Ventures acquires an 8.3% stake in digital wealth management e-commerce platform

"We welcome GVC's decision to be the first investor among many GCC-based corporate and high net-worth investors who are at an advanced stage of discussions to acquire equity stakes in GWM as part of its UK crowdfunding campaign. We expect to ma

Swiss Banks Just Got 10 Times Less Attractive For African Looters

Three days ago, the Swiss National Bank slashed its official interest rate to -0.75 percent; that move, made in faraway Europe, has enormous repercussions for Africans seeking to hide funds there.

Morgan Stanley executives visit brokerages to reassure after data theft

The tour is part of a broader "communications program" Fleming and his deputies have embarked

Swiss bank invests in Aussie asset manager

The Bonhote Bank Switzerland has entered into a formal relationship with Melbourne-based asset manager Giles Wade.

Wealth and Asset Management