Managers of Wealth

Women must fill half of top roles by 2020, states HSBC

HSBC intends to appoint women to half of its senior roles in the UK, setting the most stretching target for gender equality among big British companies.

Youth is not wasted on the Young

And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of

Building A Strong Singaporean Core For Wealth Management

Wealth Management Institute and Singapore Management University announce significant enhancements to Master of Science in Wealth Management programme

Luxembourg Goes in for an Image Makeover

Luxembourg, the country once known as the European “Death Star” of financial secrecy, is looking to improve its image.

Wealth management: big data, better relationships

Technology has given wealth managers the ability to collect more data than ever before.

Global private banking: Head to head with America

GS, MS and JPM have all arrived on the global map. Are the traditional private banks ready for the challenge?

Old Mutual plugs into Africa

Infrastructure investment in Africa is a significant growth area and this acquisition would give Old Mutual full ownership of one of Africa’s leading infrastructure investment managers.

Deutsche Asset & Wealth Management Launches Two Fixed Income Funds

The Funds, while not money market funds, are meant to serve our corporate clients and financial intermediaries’ evolving needs in light of the SEC’s Money Market Reform, which goes into effect October 2016.

New Jersey finance centre 'will not waste taxpayers' money'

A new finance centre in Jersey will give the taxpayer value for money, the treasury minister has said, following a second protest against the plans.

City Financial plots mergers after Investec deal

The Cautious and Balanced funds would merge into the City Financial Multi Asset Balanced vehicle, while the Global Thematic fund would merge into the City Financial Multi Asset Dynamic fund.

UK asset managers signal support for HSBC to move HQ

Aberdeen Asset Management, one of the largest listed fund groups in Europe and a top 10 shareholder in HSBC, said it would continue to back the bank if it uprooted and moved to Hong Kong.

Private banks defend DPM internal bias

JeanLouis Nakamura, Asia Pacific chief investment officer at Swiss private bank Lombard Odier, admitted there was a natural bias towards using inhouse managers for DPM.

Banque J. Safra Sarasin (Luxembourg) acquires Luxembourg Private Banking Business

J. Safra Sarasin acts as consolidator in the private banking market.

Israel Discount Bank sells Swiss operations

The sale of Discount Bank's business in Switzerland is a result of its strategic plan of concentrating its international business in the US.

How to approach ultra and high net-worth individuals

New World Wealth says that one in every 35 people in London – which is the equivalent to 395,600 people – own assets worth more than £1m.

Wealth manager partners with AJ Bell Investcentre

At present, the panel is made up of 21 discretionary fund managers, giving advisers a range of partners to choose from.

Insurance giant Axa planning to sell off wealth management division in UK

Axa has brought in advisors to help it sell off some of its UK businesses, including parts of their wealth management division, the Sunday Times reported today.

Ultra-Wealthy Boost Investments in 3 Areas, Cut Back in 3: Tiger 21

Cash allocations fell to their lowest level since 2008, the high-net-worth investing club reported

Small Swiss bank become first to hit savers with negative interest rates - CHARGING them to take their money

Move echoes Swiss central bank's negative interest rates

European Wealth swoops on Manchester private client firm

The wealth manager said the deal will add a further GBP30.0 million in assets to its Manchester office.

Wealth and Asset Management