Managers of Wealth

Religious Factors Impact Dynamics of Family Offices

In the New World Order, we are seeing that these values are influenced by a host of dynamics, including religious factors.

Advisors Getting It Wrong on 'Wealth Management'?

A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

China lets bank wealth products buy preferred shares

Wealth management products (WMPs) operated by banks will be allowed to open securities trading accounts effective immediately, the China Securities Depository and Clearing Corp., the official clearing house for the Shanghai and Shenzhen stock exchanges, s

Singapore Fights Image As Swiss Banker of Asia

The government is ramping up measures to battle this reputation as a tax haven

Rothschild's Christmas party Auction dishes up HK$25,000 hotpot dinner for charity

Bidding was fierce at Rothschild's Christmas party as staff vied for activities ranging from a meal with the boss to a martial arts class

Walker Morris advises UK Wealth Management on acquisition

The acquisition, which is subject to approval by the FCA, will add £1.3bn in assets to the AIM-listed group.

Rich Chinese hold the key to Asian growth for Swiss bank

Lombard Odier targets wealthy Chinese clients who are willing to delegate management of their asset portfolios to the private bank

CIMB Thai to focus on rich clients

The number of preferred customers climbed to 25,000 this year from 12,000 in 2012.

Cherie Blair seeks to inspire entrepreneurs in the Middle East

Now, Mrs Blair is seeking to inspire Middle Eastern entrepreneurs on the path to success.

Antwerp Diamond Bank Bought By Shanghai Investor

The deal has been anticipated for years, ever since the Belgian government bailed out KBC for $9.5 billion during the financial crisis of the late 00's.

EW Group Makes Further Loan To European Wealth Management

The loan is a two-year loan and bears interest of 10%, payable monthly

Only 40 Swiss banks agree to reveal hidden accounts

Around 40 of Switzerland’s some 300 banks have already said publicly they will take part in a US programme set up to allow Swiss financial institutions to avoid US prosecution in exchange for coming clean and possibly paying steep fines.

Private banks urged to protect gatekeeper role

Contact between product selectors and relationship managers in a client setting may be inappropriate, says LGT.

Aberdeen Asset deputy in £5.4m shares payout

Aberdeen Asset Management's veteran deputy chief executive Andrew Laing has enjoyed a £5.4 million payday as he became the latest senior figure at the acquisitive fund manager to cash in stock.

Kleinwort Benson Announces Update on Regulatory Process for Proposed Acquisition of BHF-BANK

This information has already been provided.

Brooks Macdonald Group Acquisition

Option Agreement to Acquire Levitas Investment Management Services

UBS takes big stake in Ashcourt Rowan

The news follows an announcement by Ashcourt that it had entered into an agreement to buy UKWM, a north west England-focused discretionary and pensions management group, for £14.25 million. It ensnare

Islamic wealth management still needs to develop, says inceif

Islamic wealth management is still new in Malaysia and needs to be developed further

Report Finds Investors and Financial Providers Have Differing Views of 'Wealth Management'

Seventy-seven percent of male investors are familiar with the term "wealth management'' while only 63 percent of females are familiar with it.

Towry ties up Deverill Black deal

The firm said: “Having been approached and concluded that the holding was not strategic in nature, the group accepted the offer made for its shareholding in Deverill Black.”

Wealth and Asset Management