Managers of Wealth

Next-gen to get $16 trillion of ultra-high net worth wealth

At least $16 trillion of global ultra-high net worth (UHNW) wealth will be transferred to the next generation over the next 30 years

Julius Baer to sponsor the Dubai Gold Cup 2015

Julius Baer, the leading Swiss private banking group, has announced that it will be the title and a team sponsor for the Dubai Gold Cup 2015, part of the Dubai Polo Gold Cup Series.

Standard Chartered to close Swiss private bank

"We have moved the majority of accounts to our other booking centres, e.g. Jersey, London and Dubai," the spokeswoman said in an emailed statement.

Storytelling To Raise Capital

On the other hand, raising capital in every field is extremely competitive.

Prepare for the largest wealth transfer in history

Wealth-X and NFP Family Wealth Transfers Report identifies largest transfer of global wealth in history

Standard Chartered Said to Spurn Africa Arm Approach in 2014

The bank received an unsolicited, informal expression of interest for the division, said the people, who asked not to be identified because the details are private.

Graphic: California leads global vineyard price rises

Vineyard prices across Sonoma County were up by 18% for the year to the end of June 2014, according to estate agency Knight Frank's latest global vineyard index.

Bank of Singapore and Citi win banking awards

BoS was credited for its ability to attract high net worth individuals

UBS Top Executives, Edmond de Rothschild, GTBank to Showcase Nigeria's Economy in Switzerland

Nigeria's economic potentials will come under focus in Geneva Switzerland a day before the commencement of World Economic Forum in Davos, Switzerland.

Banking bonuses set to disappoint in City and on Wall Street

Bankers on both sides of the Atlantic are fighting over a diminished bonus pool this year, according to executives.

Lombard Odier says managing partner Bernard Droux has died

"It is with great sadness that we confirm that our Managing Partner, Bernard Droux, suddenly passed away while exercising on Sunday," the Geneva-based private bank said.

Pershing Launches Retirement Plan Network to Help Advisors

Pershing’s Retirement Plan Network is an open-architecture platform that allows advisors to connect to independent recordkeepers, hold assets in custody, and to leverage an integrated suite of investment products, retirement plan tools and practice

Investec Sees No Zimbabwe Stocks to Buy as Consumers, Banks Trip

Zimbabwe’s stocks, the cheapest among African shares, aren’t a buying opportunity for Investec Asset Management, which says consumers and banks in the southern African country are continuing to struggle.

Foreign investors in red-hot London property market force locals out

Commercial and residential property in London has become a popular safe haven for investors from places such as Russia, China and southern Europe as a result of the financial crisis, and office prices have bounced back strongly from the lows.

Two blue-chip companies drop UBS as their corporate broking adviser

UBS Group AG, Switzerland's biggest bank, has lost two more blue-chip corporate broking clients

Goldman, UBS Start Year in Fees Lead on Banco Santander

If the New Year’s resolution of Goldman Sachs Group Inc. and UBS Group AG was to secure the lead in 2015’s ranking of stock-sale underwriters, they may have pulled it off in record time.

Old Mutual will consider raising India joint venture stake - CEO

Old Mutual currently has a 26 percent stake in its joint venture.

Private client firm offers investment service to HNW

Some financial advisers have clients with more than £250,000 to invest

Private banking: Suitors for Coutts

Coutts International has plenty of attractive assets to offer its many possible new owners. Julius Baer looks the best fit.

JOHCM's Rochussen nets £5.8 million as profits surge 88%

The asset manager was particularly active in 2014 undertaking a raft of fund launches, including US Small and Mid Cap equity and Japan Dividend Growth.

Wealth and Asset Management