Managers of Wealth

Credit Suisse Seeks Premium in Swiss Unit Sale, Illy Says

Planning is “pretty advanced,” Illy said.

Grab Your Wallet: RIA Buyers And Sellers Gear Up for Busy 2016

They see the average RIA growing at 15% plus in a minimally capital intensive business, and baby boomer demographics driving the need for financial and estate planning advice.

Perpetual acquires private wealth firm

The Private Practice provides education on finance and lifestyle to medical professionals

Kenya Commercial Bank CEO Joshua Oigara declares his wealth worth Sh220m

Kenya Commercial Bank boss Joshua Oigara is the second chief executive to now declare his wealth.

DB transfer service launches

The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.

Canada's bright young minds shine at the RBC Next Great Innovator Challenge

A hundred and nine innovative minds from 23 colleges and universities across Canada. Twenty-four innovative ideas proposed in one day. But only one team can be named RBC's Next Great Innovator - or maybe not?

Anthony Hilton: Wealth management clients want humans to manage their cash, but with exceptional IT

At a conference for wealth managers organised earlier this month by ComPeer, the respected research house, much of the day was spent agonising over technology.

Credit Suisse Group Among Banks Bidding for Swiss Arm of Grupo BTG Pactual: Reuters

The Firm operates in three divisions: Private Banking & Wealth Management and Investment Banking.

RBS pays €23.8m to settle tax evasion inquiry into Coutts' Swiss operation

Settlement with German prosecutors, which involves immunity for any current for former staff, is latest embarrassment for bailed-out bank

Credit Suisse, Julius Baer eye bids for BTG Pactual's Swiss unit - sources

BSI has been put on the block after its billionaire founder André Esteves was arrested

New DIFC Court Ruling Grants Al Khorafi Family in Excess of $70 Million

Bank Sarasin-Alpen (ME) and its affiliate, Switzerland's J. Safra Sarasin Ltd (formerly Bank Sarasin), ordered by Court to pay losses

Bermuda's Scepter Partners looks for acquisitions to spur growth

Scepter is a standing syndicate of ruling families, ultra-high-net-worth industrialists and sovereign wealth funds. Headquartered in Bermuda

Brewin to launch two new wealth services

One prong of this growth drive will be the formal introduction of services for divorcees and entrepreneurs selling their businesses.

Lord North Street director joins consulting firm

She had been at the firm since 2003 and was responsible for client client investment portfolios.

SYZ Asset Management strengthens its analysis and manager selection unit

As a result of the advent of alternative UCITS vehicles in particular, the traditional investment fund and hedge fund universes are now combining

Four Signs a Wealth-Management Partnership Is in Trouble

Financial advisers need to be watchful and proactive, because the unraveling of a team can be ugly

Almost Half of Barclays Advisors Left Before Stifel Closed on Deal

The firm did not disclose terms, underscoring the difficulty industry insiders have had judging whether the deal was worth it.

Wells Fargo Targeting Wealth Management Clients At Other Firms

Wells Fargo reached an agreement in October with Credit Suisse Group AG to get the inside track on recruiting the Zurich-based company’s private-bank employees.

AFH raises £6.5m to back IFA acquisitions

It is proposed that the net proceeds of the fundraising will be applied to the purchase of further IFAs and the working capital requirements of the enlarged organisation.

Using digital marketing to build client trust in wealth management

So how best can wealth and asset management firms work to keep the trust they’ve initially built?

Wealth and Asset Management