Managers of Wealth

Hong Kong wants to be new home for UK's HSBC

The Hong Kong Monetary Authority announced that it would welcome the biggest bank in the U.K., HSBC, to move their global management center from London to Hong Kong.

Apprecie hosts keynote forum on compliance in elite client engagement for private banks and luxury brands

“Creative and Compliant: Harnessing the New Values of Client Engagement” brought together specialists from the world of private banking, compliance law and luxury brands at the Royal Institution of Great Britain in London.

For I Shall Not Pass This Way...

Increasingly, wealthy individuals and large companies are becoming interested in philanthropy.

Where the Ultra-Wealthy Invest Money: Tiger 21

In Q1, public equity exposure holds steady as many investors anticipate market correction

Swiss banks shut vaults against illicit money

The Swiss Ambassador to Nigeria, Mr Hans-Rudolf Hodel, says depositors are now required to prove they earned the money they intend to deposit in bank accounts in Switzerland

HSBC Private Bank announces plans to cut 260 jobs in Geneva

Spiess also stressed that the “HSBC remains fully committed to Switzerland, both as a key centre of wealth management and a priority market for the group”.

BMO Financial Group Unveils New Wealth Management Brand

"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses

Majority of clients prefer digital interaction with wealth manager

Within this 57%, 36% opted for email and 21% web portals.

Should wealth managers and providers fear a Brexit?

Fund groups and wealth managers have been assessing the impact of a potential 'Brexit' would have on their businesses, ahead of next week's general election, with some warning the move would be "an absolute disaster".

Wealth firms step up 'full service' offerings as client demand grows

Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients.

Life Insurance -- The Often Missed Opportunity For Wealth Management Accounting Practices

The bull market: With the indices periodically reaching new heights, investing monies is appealing as the appreciation of client’s assets results in more revenues without the need to attract new clients.

Carmignac continues European expansion in Zurich

The Swiss team composes of six members will aim to consolidate its relations with the Retail and Wholesale customers through a customized regional approach.

Not Just Your Millennial’s Advisor

A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools

Butterfield looks to charter its own course

“Butterfield Bank is remaining independent, and as we stay independent it gives us great flexibility going forward in the areas we want to grow in and invest in,” he said.

Credit Suisse said preparing €700m German portfolio sale

A unit of the Swiss bank, is reported readying a portfolio sale of 20 German commercial buildings valued at around €700m. CSAM has made no comment.

Billionaire's daughter turning CEO shows what Japan lacks

Prime Minister Shinzo Abe is crusading to get more women running Japan's male- dominated corporations should meet Miwako Date, daughter of Japanese billionaire property developer Akira Mori

Transferring and sustaining the family wealth

The economic centre of gravity has been shifting back to Asia, and much of Asia's success is owed to a remarkable generation of entrepreneurs whose vision and hard work lifted them, their families and their societies out of poverty.

Living the High Life Could Leave UAE Expatriates Living Out of Pocket

Temptations of UAE Lifestyle Make Financial Guidance Essential for Long-Term Planning

Pots of stashed cash in tax havens 'a myth'

The image of people flying into the Cayman Islands with briefcases of cash was a misconception. "People think there is cash stashed in offshore jurisdictions that is not finding its way into the markets somehow. It's a ridiculous proposition bec

The Multi-Family Office Platform

The ultra-wealthy are increasingly considering establishing single-family offices or availing themselves of multifamily offices.

Wealth and Asset Management