Managers of Wealth

Jacob Rothschild makes move to acquire rival Alliance Trust

RIT Capital disclosed a stake of less than 3 per cent in Alliance Trust last year, according to UK regulatory filings.

Raymond James' $17M fine over anti-money-laundering failures should be a wake-up call

Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter

Panama Papers: Mossack Fonseca closes island offices

Jersey, where the company has had a small office for 20 years, was mentioned many times in the leaked documents.

BSI says new management not linked to Malaysia scandal

There is no proof that current members of the board of directors or management are involved in the case,” he told the Swiss daily Corriere del Ticino.

Arbuthnot to sell up to 31.9 pct stake in retail bank Secure Trust

The sale would generate gross proceeds of about 145 million pounds ($213 million), Arbuthnot said.

Tilney Bestinvest welcomes Towry with £17.6m profit

The combined firm with have 240 financial planners and 120 investment managers on its books, operating from over 30 locations across the UK.

AP Executive Wins Global Award 2016

The winners were chosen after a rigorous nomination and selection process

Now 16 FIFA execs named in Julius Baer money laundering probe

The referrals were made by Julius Baer after US and Swiss prosecutors had begun their hunt for corrupt officials and sports marketers linked to FIFA.

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.

Wealth and Asset Management