Managers of Wealth

Vontobel CEO Staub Sees Fewer Swiss Banks After U.S. Tax Probe

Hundreds of banks may be covered by the U.S. plan to punish firms that used accounts to help American clients evade the Internal Revenue Service.

Julius Baer joins Team Tilt

Team Tilt is proud to welcome Julius Baer as a sponsor to the team.

France's No. 2 listed bank said to explore sale of Asia private bank

The sources declined to be identified as the discussions are confidential.

The 23rd annual Private Banker International Summit and Global Wealth Awards 2013

Hear from leading experts about the threats and opportunities in wealth management

Apcims looks to rebrand as Wealth Management Association

Apcims adds it has already secured the rights to a new trademark and the name Wealth Management Association.

Standard Chartered, United Overseas Bank and DBS Eyeing SocGen's Asia Private Bank

Reuters' sources also said that both global lenders and top Asian banks could be interested in SocGen's private bank in Asia.

Bank of Ireland seeks reduction in private banking jobs

However, she declined to confirm how many redundancies were being targeted in the division, or to state what the ultimate target number for redundancies across Bank of Ireland would be.

Report foresees banks exiting wealth management units in Asia

rowing number of high net worth individuals in the region was challenging small private lenders which did not have enough assets to rival those of global banks and even local banks.

Name change to support growth in Wealth

“Wealth management is a key priority for ANZ and we have a clear strategy to grow our share of the wealth market here in New Zealand.

Brooks Macdonald profits up 22%

Brooks Macdonald Group plc ("Brooks Macdonald" or the "Group"), the AIM listed integrated wealth management group, today announces its results for the year ended 30 June 2013.

Sussex advisers leave Ashley Law and launch Juno brand

Sussex-based husband and wife Tracey and Derek Evans have left national IFA Ashley Law and rebranded their firm as Juno Wealth Management.

SJP switches management across three funds

St James’s Place has made a number of management changes across three of its funds as First State head of global emerging markets Jonthan Asante moves onto its Worldwide Opportunities and Worldwide Managed portfolios.

Another Swiss private bank faces U.S. tax investigators

Private bank Rahn & Bodmer is under investigation by U.S. authorities.

IFA: Like or loathe SJP, copying it can help business

St James’s Place may not be every advisers’ cup of tea but its marketing and client retention rates are – according to some – to be emulated.

World's Ultra Wealthy Population Reaches All-Time Record

Growth in North America and Europe, Asia Rebounds while Latin America Slips In Inaugural Wealth-X and UBS World Ultra Wealth Report

Goldman said to ditch employees from private bank as they aren't wealthy enough

For years, Goldman allowed its current and former employees to use its private banking services.

Leading Global bank to Review of Wealth-Management Business in Brazil

Royal Bank of Canada, the country’s largest lender, is undertaking a review of its wealth-management business in Brazil.

Wealth Management Hiring: What Firms Want

Help wanted: Must have proven leadership ability, strong sales skills and big ideas.

Shake-up looms in Singapore banking, wealth managers warn

Intense competition, a tendency for wealthy Asians to use multiple private bankers

Walker Crips gets £6.6m boost

The net proceeds of the sale of the Shares will be used to drive our continuing strategy of growth and expansion

Wealth and Asset Management