Managers of Wealth

Wealth management products aren't part of shadow banking

The wealth management business in Chinese banking "should not" be categorized as shadow banking,

Credit Suisse extends scheme to pay top staff bonuses in cocos

Credit Suisse has changed the way it offers bonuses to top staff in a new bid to make employees take on risk, in a way which meets the wave of new regulations.

As discontent grows, Singapore budget to tighten noose on the rich

Singapore is known as a tropical refuge for the world's wealthy, endowed with exclusive residential enclaves, a marina for super-yachts, two casinos and an annual Formula One race that brings in the global jet-set.

Raymond James Launches New Advisor Development Program for Registered Service Associates

The pilot program, which was launched at the end of 2013, aims to help address two compelling industry issues: attracting more women into the profession and providing potential successors for retiring advisors.

Sanlam sets £6bn goal after board reshuffl

Alex Morley said he would aim to grow the firm “in a careful and considered fashion”, targeting an adviser head-count of 250-300 by 2017.

Brewin Dolphin sees success ahead for Neptune European

Brewin Dolphin has tipped Rob Burnett’s Neptune European Opportunities fund for success in 2014 as it remains bullish on European markets.

What does platform price war mean for wealth managers?

Wealth managers across the board insist pricing is not the overriding concern when selecting a fund

London is a whole new world as foreign wealth finds home

Traditional communities are dying out because many streets in “prime” parts of London house barely a single British resident

Credit Suisse Investment Chief Seeks More Impact to Win Clients

“We wanted to aim for a one-voice strategy and for consistency, to align everyone around the same process,” Strobaek, 44, said in an interview in Zurich.

JTC Group announces further strategic alliances with firms in Europe

JTC Group has formed alliance partnerships with two firms within the EU to widen its geographical reach and add further to its global expertise.

What you need to know about new Chinese wealth flowing into Australia

What is luring China's wealthy to invest in Australia - and what does it mean for the national economy?

TMF Group takes over Custom House

TMF Group’s fund administration business has offices in Rotterdam, Sydney, Geneva, Sofia and Malta. The acquisition of Custom House’s business allows TMF Group to further expand its business into the growing alternative investment sector (incl

Credit Suisse Bankers Face Delay To Bonuses

Hundreds of London-based bankers face having to wait until 2021 before they can cash in on bonuses awarded two years ago following an intervention by regulators.

Societe Generale Securities Services launches complete AIFMD reporting package for asset managers

This new offer responds to the different needs of its asset management clients, allowing them to concentrate on their core investment activities whilst ensuring they are fully compliant with AIFMD.

Standard Chartered executive ready to tackle new challenges head on

Peter Sands faces task of keeping up the growth momentum amid slowdown in some of lender’s key markets

Swiss based wealth manager expands foothold into gulf market

The Swiss based company built on the foundation of client trust, in addition to the preservation and growth of its clients' wealth, now boasts offices in almost every corner of the globe.

Property giant opens Hong Kong office, goes after HNW investors

This follows the opening of its Singapore office in September 2013 which also drew interest from HNW investors in that city state.

Credit Suisse and First NZ launch small cap business

Credit Suisse Australia and strategic partner First NZ Capital have launched a new small-cap business.

Swiss fund manager slashes prices in UK strategy rethink

Swiss fund manager is aiming to firmly establish itself in UK after pricing overhaul

Emirates NBD Sees Profit Growth of 10% at Wealth Management Unit

Emirates NBD PJSC the United Arab Emirates’ biggest bank, is aiming for annual profit growth of at least 10 percent at its wealth management business after earnings at the unit tripled during the past two years.

Wealth and Asset Management