Managers of Wealth

Survey: Many CPAs Have Only Loosely Embraced Financial Planning

An in-depth research and editorial program aimed at identifying the key drivers of success for CPAs who offer wealth management and financial planning services.

Wealth managers Turn to Hedged Mutual Funds

Wealth managers are putting more client money into mutual funds that use hedge-fund strategies

St Galler KB sells part of Hyposwiss, to integrate rest

The St. Galler Kantonalbank, SGKB, strengthens its core business and will focus on the domestic market in Eastern Switzerland and the markets rest of Switzerland and Germany.

Wealth manages struggling with transformational change

These dynamics are further compounded by shifting demographics and existing challenges around operations, technology, and talent management.

London ‘third most successful financial centre in wealth management’

Switzerland held its spot as the number one city for wealth management and private banking activities in the survey

London still attracting wealthy foreign buyers

Despite the increased tax liabilities of high value property owners in London the city still remains an extremely attractive location and investment opportunity for overseas buyers.

Signature Bank in N.Y. Hires Citgroup Private Banking Team

Signature Bank in New York City has hired a private-client team from Citigroup (NYSE: C) and added two more bankers to head its existing groups.

Asset management in the social era - RESEARCH

This report seeks to identify the current state of asset management with regard to social media usage

Falcon Private Bank Goes Shopping Again

The Swiss wealth management boutique Falcon Private Bank has signed an agreement to acquire the Central and Eastern Europe private banking business of Hyposwiss Private Bank Zurich

Old Mutual UK Alpha Fund added to Wealth 150

The Old Mutual UK Alpha Fund has been added to the Wealth 150 list of our favourite funds across the major sectors.

Nedgroup Fund Manager appointment creates strong global link

The appointment of a new fund manager by Nedgroup Investments has created a strong business and investment link between the Isle of Man, South Africa and the United States.

Coutts unveils discretionary portfolio service

The DPS team will be headed by Simon Pinckney, who has more than 25 years’ experience in financial services.

Asia’s Wealth Is an Elusive Target for Private Bankers

So far, global banks have focused on setting up hubs in Hong Kong and Singapore as centers for wealthy Asians from China, Taiwan and Indonesia to preserve and manage their wealth.

UBS Says QE's End May Render Gold 'Obsolete'

"With the Fed indicating that economic downside risks have diminished,

US institutions to expats: 'Take your retirement account elsewhere – now'

First American expatriates were told that their bank accounts weren’t welcome, either in the US or in their new countries of residence

Peter Hobbs joins deVere Group board

Independent financial advisory service the deVere Group has today confirmed the appointment of Peter Hobbs as a non-executive director to its board, with effect from 1st July 2013.

Macquarie Bank Has Made It Way Harder For Its Private Wealth Advisers To Get A Bonus

Macquarie sent a memo to its private wealth advisers last week telling them they don’t get bonuses any more unless they make the bank enough in portfolio management fee

Barclays demonstrates commitment to Kent with new office in Maidstone

“This is an exciting move for the Corporate Banking team that will enhance our facilities and ideally place us to provide greater support and accessibility to all our clients.

Rothschild parent's net profit rises 16 pct

Independent investment bank Rothschild reported a 16 percent rise in net profit thanks to cost cuts and gains in its M&A and advisory business

Banque Havilland launcHes art advisory services for clients

In order to provide an unparalleled level of service and expertise the Bank has partnered with the leading international art advisory firm

Wealth and Asset Management