Managers of Wealth

Mirabaud launches corporate bond fund

The team’s approach is to identify relative value opportunities across sectors

Rothschild Terminates Plans for Commodities Fund

An investment advisory arm of Anglo-French investment group Rothschild has pulled the launch of a commodity finance fund, “despite significant work on this project,” according to company filings.

Goldman Sachs raises $1bn fund for private company investments

Goldman Sachs has raised more than $1bn from its wealthy individual clients for a fund that will invest in fast-growing private companies, as the global market for unlisted company fundraising gathers pace.

Bridging the Gap between Wealth Management and the Retail Bank

By using a data-driven, harmonized, and modernized sales approach, banks may be able to determine what the consumer wants to purchase and how he or she wants to purchase it

How to keep wealth in the family for the long haul

Wealth is volatile -- it can be lost as quickly as it is created

ASEAN: A frontier consumer market for wealth management

South-East Asia's economic boom is resulting in the emergence of a new middle class, heralding vast opportunities for global wealth management

Two European private banks on collision course

Two small, private and respected European wealth management banks find themselves on a collision course in 2015

Private banker establishes wealth management firm

"Australians seeking financial advice are seeking more transparent relationships, superior service and outcomes that are in their best interests."

Calls to rethink buybacks find little traction with wealth managers

Recent calls by pension fund leaders for companies to rethink share buybacks and to invest more in their businesses are not resonating with some wealth management leaders

HSBC will need a ‘Leader’, not just a good banker

That worked for 143 years, but the banking industry changed forever after the near meltdown in the global financial crisis

Learn how to successfully pass on your family business at OWP

Denise Kenyon-Rouvinez gives 6 tips on succession ahead of the family business stream at Orchestrating Winning Performance

Family Business: The bonds that bind by Penny Lovell, Close Brothers

Close Weekly Close Up

BMO Global Asset Management Launches in EMEA

We will continue to provide relevant, best-of-breed products to investors across the region.

Morgan Stanley CEO Scraps Buying UBS Brokerage Arm

A combination of the two would create a wealth management behemoth

Intesa Sanpaolo CEO says not interested in Julius Baer

Intesa has long expressed an interest in buying private banking and asset management assets. Messina said there were no news on that front.

Wealth management organisation to open Hong Kong branch

Although independent wealth managers are far fewer in Hong Kong than Singapore, they still need a unified voice

Morgan Stanley adds more banking services for wealth clients

The new banking products are just the latest step in Morgan Stanley's effort to make wealth clients more reliant on financial advisers - not just for investments, but for loans and other financial needs.

Singapore vs. Hong Kong: Battle for Asia’s Financial Hub

It’s easy to see why because the two cities have many things in common with each other.

TD Ameritrade moves upmarket to millionaires

The decision could make TD Ameritrade more competitive with the growing host of large brokerage firms and family-office boutiques seeking to lure assets from wealthy investors while leaving the "mass affluent" to Main Street firms that offer lit

Multi-manager profile: Defence is the best attack for Lombard Odier’s Monier

Post-crisis the fund dropped, meaning the partners were concerned they’d have to hand over some of their own money in order to balance the books.

Wealth and Asset Management