Managers of Wealth

UniCredit Bank is the Best Bank for Private Banking in CEE

UniCredit Bank is the Best Bank for Private Banking in Central and Eastern Europe

DBS raring to grow after SocGen unit takeover

There are strong rumours that DBS may already be eyeing another acquisition

Focus Financial Partners Congratulates Joel Isaacson on Receiving the AHRC Business & Philanthropic Leadership Award

Joel was presented with the award at the AHRC’s 35th Annual Thurman Munson Awards Dinner in New York on 3 February

SocGen to Dismiss 1,180 in Brazil, Take $229 Million Charge

Societe Generale fell as much as 2 percent and was down 1.6 percent at 37.04 euros

New wealth firm launches in Manchester and London

Lasenby Knox, a new wealth management and financial planning firm, has launched with offices in Manchester and London.

Banque Heritage says to buy client assets from StanChart Swiss unit

Banque Heritage said on Thursday it will buy client assets from British bank Standard Chartered for an undisclosed price

Investec Asset Management Extends Relationship with State Street

State Street Corporation has extended its relationship with Investec Asset Management for another seven years to provide full middle office and fund accounting services across the UK, South Africa, Luxembourg and the United States.

Banque Heritage to buy client assets from Standard Chartered Swiss unit

The move is part of a wave of deals expected from Swiss private banks amid a raft of challenges

Canada's RBC, CIBC looked at buying Boston Private Bank: WSJ

RBC initially valued Boston Private at $2 billion

Aberdeen Asset Management sees Emerging Market Flows Dip

Aberdeen Asset Management saw net equity outflows in the three months to the end of 2014 after investors moved money away from emerging markets in December.

CIBC FirstCaribbean Private Wealth Management office opens in Nassau

A cocktail reception at Lyford Cay marked the occasion on January 28th, hosted by Marie Rodland-Allen, Managing Director for CIBC FirstCaribbean (Bahamas) Limited and Daniel Wright, Managing Director, CIBC FirstCaribbean Private Wealth Management.

RHKYC announces Rothschilds as Official Wealth Management Partner

The Royal Hong Kong Yacht Club has today announced that the Geneva-based and family-owned financial institution, Edmond de Rothschild Group, has been appointed as the Club’s first Official Wealth Management Partner.

First Republic Named Best Private Bank by PAM

First Republic Bank a leading private bank and wealth management company, has been named Best Private Bank – Overall, by Private Asset Management magazine.

Fieldpoint Private Honored at PAM Awards

Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, announced that the firm has been named "Best Private Wealth Manager, Under $5 Billion"

FFO Partner Evan Jehle to Address "The Potentials and Pitfalls of Outsourcing Family Office Functions" at PAM Breakfast Briefing

FFO (Flynn Family Office) today announced that partner Evan Jehle will be a featured speaker at the "PAM Breakfast Briefing" on on February 12th, 2015, at 8:30 AM at The Lambs Club at 132 West 44th Street in New York City

Wealth and Asset Management