Managers of Wealth

Succession assures more acquisitions

“Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions.”

Leading Swiss Private Bank adds Canada to its operations

The Zurich-based firm said it’s focusing on a niche group of affluent Canadians whose financial needs aren’t being met by domestic banks or foreign companies with private-wealth operations.

Banks Package Longevity Risk for Institutions and Wealthy Investors

Leave it to Wall Street to come up with a new product that solves the “problem” of longer life spans

A wealth manager is someone who wanted to be a banker, but didn’t have the personality for it

Disruption shakes up tradition-bound industry

BLME and Bank Muamalat to collaborate on Islamic private banking

Bank of London and The Middle East plc (BLME) announced today that it has signed a Memorandum of Understanding (MoU) with Bank Muamalat Malaysia Berhad (Bank Muamalat).

Citigroup to Make Up for EU Bonus Cap with Allowances

The move aims to compensate the officials for what they lose as a consequence of the latest EU rules.

Tony Blair's GQ Philanthropist Award reaction: 'it was a very bad year for philanthropy'

The choice to give the award to Tony Blair has baffled many - but has served to give an iota of relevance to the GQ Awards

Push for Australia's wealthy to match US philanthropy levels

For the richest Australians, when they're not making money, the question is how to give it away?

Cambridgeshire IFA gets nod on discretionary permissions

The firm manages around £85 million of clients’ assets in the portfolios.

MUBE orders industrial action at HSBC’s wealth management division

The union said that this employee’s right to be included under the same terms and conditions detailed in the agreement covering wealth management employees signed on April 2013 was not being recognised by the bank.

Psigma: ‘Back to basics’ wins IFAs over

A combination of performance and customer service has won increasing amounts of business through the IFA market

Bank Muamalat To Launch Islamic Private Banking Within A Year

Bank Muamalat Malaysia Bhd expects to launch Islamic Private Banking within a year to cater to the growing demand for the service.

Ex-Barclays pair join European Wealth

With European Wealth's strong investment performance, delivering above average returns for clients, and an emphasis on delivering a personalised service through local, trusted professionals

ABN AMRO further strengthens private banking in Europe

Following this transaction Bank will serve about 20,000 clients with approximately EUR 34 billion assets under management.

Novia takes £250k stake in advice firm

County Life & Pensions includes the Sterling McCall network.

Speakers confirmed for Guernsey Trust event

The agenda for the day includes a variety of panel sessions

Rothschild-Backed Fidelity of Ghana to Double Branches

Competition among banks is increasing as lenders seek to tap segments of the population who don’t use banking services

UOB Private Bank sponsors CNBC's Managing Asia Succession Planning Series

Featuring leaders from the first to the fifth generation as they share their insights, experiences and strategies on how they are ensuring the sustainability of their companies and creating enduring legacies.

Buoyant DIY investing giant Hargreaves Lansdown 'poised to apply for a full banking licence'

Financial services group Hargreaves Lansdown is expected to say it will apply for a full banking licence to take advantage of a growing flood of client money through its business.

Islamic finance a chance to connect

T.E. Lawrence, also known as Lawrence of Arabia, said that all the revision in the world will not save a bad first draft for the architecture of the thing comes or fails to come in the first conception and revision only affects the detail and ornament.

Wealth and Asset Management