Managers of Wealth

Wealth management sector key to Australian growth: Deloitte

The wealth management sector is among the list of top five most important industries to lift Australia's growth trajectory over the next 20 years

Swiss private bank awarded wholesale banking licence in Singapore

The majority of EFG’s Singapore-based customers are high net worth clients with investible assets of over a million dollars each.

OneVentures launches second fund for HNWs and instos

Australian venture capital firm, OneVentures has launched the OneVentures Innovation and Growth Fund II, seeking to raise $100 million from institutional investors and high net worth individuals over the next 12 months.

Ex-SJP adviser opens advice firm & online platform

A former adviser at national wealth management firm St James’s Place has opened a new firm heavily centered on providing discretionary fund management through an online platform.

PWM Selects Wealth-X CEO’s Quote For Advertising Campaign

“We chose the comment because it is based on research from Wealth-X, which relates to PWM’s own quest to identify the new global sources of wealth, how they develop and how they are best serviced by private banks and other specialist wealth m

LGT Group posts good business performance in 2013

With a tier 1 capital ratio of 21.3%, LGT is very well capitalized. LGT is confident about its business performance in the current year.

Psigma targets Barclays Wealth's 'lighter touch' sub £500,000 clients

Psigma Investment Management has made a play for Barclays Wealth clients with less than £500,000, after the bank itself scrapped its bespoke service for lower net worth clients.

Eric Syz Acquires Co-Founder Stakes in His Geneva Private Bank

“The bank is today ready to address with confidence and in complete independence the challenges Swiss private banks must tackle,” Eric Syz said in the statement.

Safra’s Swiss Private Bank Seeks Growth After Sarasin Merger

The group has ensured a smooth integration of operations during 2013

Leading Swiss private banking group raises stake in Brazilian wealth manager

Strategic market entry by Julius Baer in Brazil

Swiss banks reeling as US tax deal begins to bite

Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities

Private wealth: What billionaires want

Different needs of the region’s high-net-worth individuals are driving changes in the way investment products are shaped

Leading international wealth provider listed on 'The Sunday Times 100 Best Small Companies to Work For'

Nedbank Private Wealth, a leading international wealth provider and part of the Old Mutual Group, has announced that it has been recognised for the tenth consecutive year in 'The Sunday Times 100 Best Small Companies to Work For'.

Swiss private bank launches new pricing service for MAS licensed financial institutions

One of Switzerland’s leading financial institutions, has introduced a new level of price transparency and convenience to the Singapore wealth management market.

IFP loses out to Shropshire IFA in NS&I jackpot bid

The Institute of Financial Planning has failed in its bid to supply planners to £1 million premium bond winners after losing out to a firm of four advisers based in Shropshire.

Punter Southall forms strategic pact with Kent-based wealth firm

Punter Southall Group’s investment and support will enable us to move the business forward while continuing to provide an excellent service to our clients

F&C shareholders agree BMO takeover

Shareholders in F&C Asset Management have given the go-ahead for Canadian financial conglomerate BMO to buy the fund manager.

EFG Bank awarded wholesale banking licence in Singapore

EFG Bank announced on Tuesday that it has been awarded a wholesale banking licence in Singapore.

Wealthy Families See Attractive Opportunities in Commercial Real Estate

Institutional capital has been pouring into the commercial real estate sector recently, helping push investment sales volumes up each year since the downturn.

F&C: responsible investment ‘continues to gather momentum’

Responsible investment “continues to gather momentum globally”, driven by investor values, risk management and the introduction of stronger codes and standards.

Wealth and Asset Management