Managers of Wealth

Meet the Hong Kong bankers cashing in on China’s market turmoil

Hong Kong has long been a global investment gateway for rich mainlanders

Families Support Scepter with $14 Billion in Discretionary Assets

The board represents the assets of a number of Gulf and Asian ruling families and ultra-high-net-worth investors

Swiss site shows where Americans are welcome

Where Americans Are Welcome-Expats lists banks and a range of business-related companies in Switzerland

Generation Sceptic: Millennials Unconvinced of Wealth Management Outcomes

Almost one third (29%) of the UK’s HNWIs under the age of 40 believe that recommendations from their wealth management firm have not been in line with their risk tolerance, according to new research released today.

Credit Suisse Seeks to Build Luxembourg Hub as EU Gateway

Pictet and Lombard Odier, Geneva’s two largest private banks, are also expanding their base in Luxembourg.

BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI

BSI, founded in 1873, is one of Switzerland’s oldest banks.

Why more investors are letting private banks decide what to do with their money

High-net-worth clients are increasingly choosing to let their private banks decide their investment strategies amid rising stock volatility

HSBC Explores the Future of Wealth with Next Generation Family Business Leaders

Harnessing the next generation's energy and potential is a critical component of succession planning.

Single-Family Offices Are Increasingly Co-Investing With Institutional Investors

With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.

UBS CEO expects clarity on Swiss capital requirements in coming months

Switzerland is expected to hold off on outlining tougher capital requirements

Banking Asia's rising philanthropy

To help her to structure the foundation and identify worthy charitable causes, she turned to Credit Suisse Private Bank’s philanthropy desk.

Unmet Needs of High Net Worth Individuals in Asia-Pacific Drive New Opportunities in Wealth Management

Improved wealth manager training, digital tools, and lending solutions essential for firms, finds Asia-Pacific Wealth Report 2015

Have too many private banks left it too late in Asia?

Many private banks are at a tipping point in Asia - and for some it already looks too late.

Nine of world's biggest banks join to form blockchain partnership

It is the first time banks have come together to work on a shared way in which the technology that underpins bitcoin

Bermuda Trust Companies Honoured In London

The STEP awards demonstrate the quality and experience of our Island-based trust firms and the high regard they are held in globally.

Samena Capital founder sticks with merchant banking principles

Those are the qualities the merchant banks lived by

Excellence is at heart of everything we do - Dermot Hamill, Canaccord Genuity Wealth Management

This year the company is sponsoring the award for Business Person of the Year.

TD looks to expand U.S. wealth management presence through acquisitions: CEO

The lender is looking to buy assets or asset-generating units to leverage its balance sheet strength, while primarily staying focused on organic growth, he said.

Credit Suisse Plans October Strategy Announcement

Chief Executive Officer Tidjane Thiam said in July he plans to shrink parts of the investment bank and focus on growth in Asia and wealth management, mirroring the approach of UBS Group AG, Credit Suisse’s larger rival.

Credit Suisse plans to sell U.S. private bank

The newspaper cited "insiders" as saying the bank's U.S. private banking business had around 100 billion Swiss francs ($103 billion) under management but was not making progress there, unlike rival UBS

Wealth and Asset Management