Managers of Wealth

Jersey strengths showcased to key Asian advisers in inaugural Roadshow series

Jersey’s strengths as a centre for wealth management, company listings and fund servicing were showcased to over 500 stakeholders in key Asian markets last month, through Jersey Finance’s inaugural Asia Roadshow.

Ex-Goldmans duo aim to 'disrupt' wealth industry with new boutique

Guernsey Innovates For Middle Eastern Wealth

Fiona Le Poidevin, Chief Executive of Guernsey Finance, looks at what sets Guernsey apart from others as a premier location for private wealth.

Aberdeen Asset Management chief executive Martin Gilbert cashes in

Finance director Bill Rattray, chief investment officer Anne Richards and group head of equities Hugh Young all cashed in.

CIBC's Wealth Management Group named "Best Wealth Management Provider - Canada

CIBC has been named Best Wealth Management Provider in Canada for 2014 by World Finance, a U.K.-based leading financial magazine.

DBS Said to Work With Citigroup to Study Possible Coutts Offer

DBS Group Holdings Ltd., Southeast Asia’s largest lender, is working with Citigroup Inc. as it studies a potential bid for the international business of Royal Bank of Scotland Group Plc’s private bank

Wealth managers hit by regulatory problems and tough markets

WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems

Centric Wealth beefs up domestic equities portfolio, appoints Vinva to manage $100 million

Centric Wealth, part of the Findex Group, has announced the inclusion of Vinva Investment Management to its Australian Equities portfolio via the launch of Australian Equities Extension Fund

Swiss to Keep Tax Breaks for Millionaires, SRF Projections Show

Swiss voters probably elected to keep a 152-year-old tax break for rich foreigners that is in force in Geneva and other wealthy areas

Wealthy Investors Want More Private Equity

While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.

Old Mutual: Fund mergers will trigger clean share class conversion

Old Mutual Wealth is currently moving clients onto its clean charging structure

JP Morgan gets double top in adviser ranking

The US bank once again was named top stockbroker with 211 stock market listed clients.

Managing the Issues of Ultra-High-Net Worth Clients

Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken How Families Evaluate and Select Advisors.”

British expats looking towards Italian property

British expats are becoming more interested in purchasing property in Italy, according to international real estate agency Knight Frank.

VP Bank takes over Liechtenstein bank

With its business model featuring similar core areas of competence, target markets and client structures, VP Bank Group is ideally placed to integrate the extra staff deriving from the takeover successfully, and support them professionally in advising the

Cyprus Citizenship increasingly attractive by foreign investors - C Savva & Associates

Europe has long established itself as the most sought after region in terms of high net worth immigration, accounting for over half of the total number of global citizenship applications, with the Caribbean in second place, followed by North America in th

Wealth and Asset Management