Managers of Wealth

From Life Insurance Agents To Wealth Managers

There was a time when life insurance agents provided life insurance, investment advisors provided money management, accountants did tax work, attorneys did legal work and so on and so forth.

Banque Internationale à Luxembourg opens first branch in Dubai

Launch marks important step in BIL 's international expansion

Wealth managers fear being caught by banker bonus rules

Wealth firms are growing concerned a regulatory crackdown on bonuses within the UK banking sector could end up impacting the investment management industry.

Old Mutual Wealth targets close ties between Quilter Cheviot and Intrinsic

Old Mutual Wealth is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.

Nedbank Private Wealth shortlisted for the inaugural GCC region awards

Nedbank Private Wealth was recently voted Best in Class for Integrated Banking Service for the second year running in the Professional Adviser International Fund and Product Awards.

Between Wealth Generation and Preservation

Traditionally, the Middle East has been a classic offshore private banking market served out of centres like the UK and Switzerland

Hong Kong Protests Turn DBS Wealth Deal Into Relocation Ordeal

We were afraid that if our staff go in, they can’t come out

Credit Suisse flags more investment bank cuts

Credit Suisse is to make more cuts at its investment bank, which helped the Swiss group to produce stronger-than-expected earnings in the third quarter.

CEO of Citi’s Private Bank in Asia says the wealthy seek external advice, but transparency is key

Citi Private Bank bucks the trend with customers who have investable assets of $10 million or more – and a net worth of $25 million or more.

Good wealth advisers are hard to find

“As a boutique organisation, we don’t have a brand that people are naturally attracted to, and we need to find people that really relate to a very bespoke culture and ethical standard. It’s very, very hard.”

UBS looking for millionaires in an unlikely place

While average incomes are 27 percent lower on the north side of Victoria Harbour than on Hong Kong Island

Beware the potential pitfalls of taking a senior role in wealth management

Directors and chief executives across financial services companies must now take greater personal responsibility for the actions of their company.

BNY Mellon WM in Hong Kong wealth management push

Bank of New York Mellon’s Hong Kong unit is launching a major wealth management initiative, joining a host of US-based banks seeking to expand their fee-based investment services

Saunderson House named best city firm for complex wealth management

The awards seek to “recognise the achievements of those working within the investment and financial services community”, and those who are “going above and beyond to help their clients protect and make the most of their hard-earned money

St James’s Place in profile – Guaranteed success

But perhaps at the heart of SJP’s success is its “advice guarantee” and unique approach to investment management.

The private client advice market in Australia is about to change

The private client advice market in Australia is about to change as the “product” moves down the hierarchy of importance and the “quality of advice” and “investment strategy” move up.

Only in China: Open a Bank Account, Get an iPhone 6

The wealth-management products are tailored to cater to Chinese consumers’ craze for Apple smartphones while also aiming to help boost the lender’s deposit base as Beijing moves to inject more competition into the country’s banking secto

John Spiers: 'Now is the greatest opportunity I've seen in wealth management'

The Bestinvest founder acquired the financial planning arm of Truestone and relaunched the business as EQ last week.

Private banks see hedge fund demand rising

Citi Private Bank has seen an eightfold rise in sales of hedge funds through its Asia platform since 2012. Swiss firm Pictet also sees growing demand for the asset class

JTC Group invests in Asian Alliance Partner, Kensington Trust Group

With KTG having offices and a prominent presence in Singapore, Hong Kong, Indonesia, Labuan, Kuala Lumpur and New Zealand, the alliance provides JTC with a superior Asian platform, and offers the Asian and Australasian market global access through JTC&rsq

Wealth and Asset Management