Managers of Wealth

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.

CTC Consulting | Harris myCFO Earns Two Industry Awards

These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services

Standard Life in talks to buy fund manager Ignis

If a deal was done, it would make Standard Life one of the UK's biggest investment managers

C. Hoare & Co hit by 'fake uniforms' scam by fraudsters

C Hoare & Co has alerted customers to the ploy and urged them to tighten security as it strengthens its own defences.

Credit Suisse Eyes 500 Private Bank Job Cuts

"Credit Suisse has been working on efficiency measures for some time," said a Credit Suisse spokesperson to Reuters, without confirming the report.

Miton's AUM surge 73.5% on back of PSigma acquisition

Miton Group saw assets under management surge by 73.5% to £3.1 billion in 2013 on the back of its acquisition of PSigma.

Ascent Private Capital Management Wins Family Wealth Report Award for Best Brand Launch/Relaunch

U.S. Bank Wealth Management, ranked among the top 20 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank was recognized for the most effective and innovative brand launch in the “Brand Launch or Relaunch&r

Middle East HNW's lack awareness on diversification

Although the very rich in the region have a strong appetite to grow their wealth, many of them still lack the awareness of the importance of diversifying their assets

Safra's Swiss Private Bank Targets Growth After Sarasin Merger

Clients assets under management were CHF 131.4 billion at 31 December 2013 compared to CHF 129.6 billion at 31 December 2012.

Wealth and Asset Management