Managers of Wealth

Investec Wealth Finds Its Niche in Hong Kong

The wealth manager says customized advice will attract clients not served by other private banks in the region.

The wealth manager turned watchmaker who's totting up sales of £8.5m a year indulging his passion

To the outside world, the centuries-old watchmaking business might seem like an odd choice of profession for the young and inexperienced to break into.

Lux group ups UHNW expansion with Swiss bank purchase

This purchase comes just three months after the Luxembourgese bank acquired Banco Populare Luxembourg S.A.

Macquarie agrees to sell Majority of NZ retail Wealth Management Unit

Neither the purchase price nor the size of the cornerstone stake were disclosed.

China's wealth management sector 'should go more global

"At the same time, we should look for excellent investment managers overseas for cooperation."

Clients of UBS Wealth Management's spino face trading restrictions

Crestone intends to officially open its doors on 10 June 2016.

You will never have seen this trophy before... but England and Wales will play for it on Sunday

England and Wales are about to go toe-to-toe for a trophy that nobody knows anything about

Credit Suisse to close Panama private banking office

The spokesman noted that the decision to close is unrelated to the Panama Papers leak

German Wealth Managers will lose market share to Robo-Advisors over next 2yrs: Verdict Financial

The company’s latest report states that, of developed markets, HNW clients in Germany show the greatest interest in automated advice platforms.

Banco Santander Abandons Use of Chauffeurs to Cut Costs

Santander is reducing staff and closing hundreds of branches as it seeks to shave 3 billion euros from expenses by the end of 2018.

Watch out advisers, wealth giants are coming to get you

One of the key takeaways was the power of the vertically integrated model.

Chubb Unveils New Suite of Family Office Liability Coverages

We are excited to launch these updated coverages and make them available through one customizable package.

The New Face Of Elite Concierge Healthcare

This is where comprehensive longevity planning driving by concierge healthcare firms comes into play.

BSI Singapore shutdown a wake-up call for private banks in Asia

But details from a Swiss probe into 1MDB accuse BSI of routinely failing to carry out required background checks on large sums deposited.

BSI Singapore shutdown a wake-up call for private banks in Asia

In one case, according to the Swiss banking watchdog, BSI was happy to take $20 million after being told by a client the sum was "a gift".

Old Mutual Receives Approaches for OM Asset Management

Potential sale part of plans to separate company’s four main businesses

BNP Paribas to close Cayman Islands business

BNP Paribas had no immediate comment.

EFG’s BSI Takeover Approved by Finma After Money Launder Breach

EFG believes that these developments will draw a line, from a Swiss and Singaporean regulatory standpoint, with the past in connection with this matter and constitute another important step to remove related regulatory uncertainty for clients, employees,

Global Investor Services and Dynasty Financial Partners Create a Strategic Alliance to Expand Their Global Wealth Platform

Daniel and the GIS team bring significant quality and depth to the international independent market,” said Ed Swenson, Chief Operating Officer of Dynasty.

Falcon Private Bank’s tenacious high flyer earns the feather in his cap

“We see some attraction in certain sectors, like biotech, health care and some parts of technology."

Wealth and Asset Management