Managers of Wealth

RBC's Taft on Exit: My Successor Will Face Intense Regulatory Environment

The firm has made multiple acquisitions, with the most recent being City National, a private bank that caters to Hollywood's elite.

UK wealth manager sees record inflows into IHT service

Only available through financial advisers, the CITS works by investing in shares qualifying for Business Property Relief (BPR).

Managing directors' risk in your companies - Eversheds

The liability of directors has never been more blatant, and rightly so, with the duties of directors becoming an ever-growing concern for those who continue to take on the responsibility of directing major corporations, including their in house legal team

City Spy: Credit Suisse boss Tidjane Thiam discovers the down side of bankers

Companies are starting to wise up, however.

Number of Offshore IPOs And Planned IPOs Reaches Five-Year High

The number of IPOs and planned IPOs by offshore-incorporated companies increased in 2015, with over 200 IPOs being announced or completed, the highest figure seen in the last five years

China growth slows as stimulus effects fade

This brings 2015 growth to 6.9%, in line with the official target of “around 7% growth”, but highlights the challenges faced by the authorities in propping up growth.

Barclays sells offshore trust arm to investor group

The investor group has more than 30 years' experience in the wealth sector and have backed the likes of Vestra Wealth and Kinetic Partners in the past.

CBA wealth boss urges redress at any cost

The lesson for large institutions, like the major banks, is to go early and go hard on remediation, once it’s clear who’s at fault.

Leading Swiss private bank puts Monaco unit up for sale

In the biggest revamp of Switzerland's second-biggest bank in almost a decade

JBWere signs UBS as new bedfellow, seeks another partner

Goldman's deal with CBA came as the lender decided to shut its own institutional equities arm.

Wells Fargo wealth unit shows strain of great expectations

In the brutal revenue environment since the financial crisis, Wells Fargo and other banks have turned increasingly to wealth management to boost returns.

EMEA Finance names Barclays 'Best Private Bank in the State of Qatar'

The key to this success is the bank's client service focus

Fidelity Study: Impact Investing Takes Hold

A Fidelity survey of high-net-worth clients suggests that impact investing is growing rapidly

Wealth Management Profits Rise at U.S. Bank

Profits from the business line were also robust, swelling 10.9% to $71 million from $64 million a year ago.

HSBC’s move to new headquarters marks start of an era for Dubai’s financiers

The new HSBC building will be significantly taller than those of its rivals.

London staff at Credit Suisse face grim news

The Swiss bank will this week tell up to 1,800 London staff their jobs are at risk, following through on a cost-cutting commitment made in October

Investor group buys Barclays' offshore trust business

"In terms of expansion plans, we will be hiring in all our main locations and also offer additional services to existing clients - this is where the growth will come from," new Chief Executive Niels Nielsen said.

UBS Shows Its Commitment To Women Through Annie Leibovitz Exhibition In London

Leibovitz got to work, asking the legendary feminist Gloria Steinem to consult.

Five Companies Swiss Asset Manager Florian Siegfried Is Watching

When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing.

Julius Baer CEO sees more consolidation in Swiss banking

We will see further consolidation in the finance sector, that is quite clear."

Wealth and Asset Management