Managers of Wealth

Walker Crips eyes further growth as assets jump 33%

Walker Crips Group is continuing to pursue its growth agenda after a successful last quarter of 2013, with assets under management jumping by 33% over the year.

BNP Paribas Wealth Management publishes Individual Philanthropy Index by Forbes Insights

BNP Paribas Wealth Management today publishes the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United

Exeter City director hails milestone in growth of Succession wealth management business

Inflexion’s investment will enable Succession to continue building the UK’s largest independent wealth management business through further acquisitions.

Credit Suisse Private Banking Americas Hosts Fifth Annual Entrepreneur Summit, "Turning Ideas into Action"

Approximately 50 ultra-high net worth entrepreneurs participated in this exclusive event focused on the theme of "Turning Ideas into Action.

Big Chinese Internet Companies Are Competing Head On Against Chinese Banks

In the absence of higher returns on their savings, households searching for yield continue to seek out wealth management products and other financial products.

Fund Managers to Reap $100tn 2020 Wealth Bonanza

Assets managed around the world will rise from $63.9 trillion today to $101.7 trillion in just six years, led by growing riches in emerging markets and the expansion of sovereign funds

Lombard International Assurance launches flexible legacy plan

“These wealthy people are looking to make a tax efficient gift to their loved ones, but with some strings attached.

Middle East investors turn to Switzerland for wealth management services

Crucial factors such as banking secrecy, diverse investment products and services have contributed to Switzerland remaining a premier offshore haven for the Middle Eastern investors, according to a leading Swiss-based asset manager specializing in the Mid

Zug based wealth manager to present at Shorex Moscow

To be a featured roundtable discussion facilitator and presenter at the Shorex Wealth Management Forum in Moscow, Russia.

Barclays profits fall 32% as wealth business makes a loss

Barclays Plc posted a full-year profit that missed analysts’ estimates. Chief Executive Officer Antony Jenkins’s complete makeover of Britain’s second-biggest bank was impaired by litigation and compensation charges.

CSI, AIWM bring leading wealth management designation to North America

The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics

Ten Principles for Good Wealth Management

There are many definitions for family offices. What most could agree on is that they manage the complex needs of very wealthy families with liquid assets above USD 100 million.

Millionaire Investors Name Real Estate as Most Popular Alternative Asset Class by Wide Margin

Investors Who Work With Advisors Say They Are More Knowledgeable About AlternativesMorgan Stanley Wealth Management Investor Pulse Poll Finds That Physical Assets Dominate List of Alternative Asset Classes Investors Own or Intend to Purchase

UBS is beating Credit Suisse in the race to see who can shrink the fastest

UBS AG sold 2 billion euros of contingent capital bonds as the cost of insuring against losses on financial debt fell for a third day.

Societe Generale Private Banking named “best private bank in Europe for structured products” for the 10th consecutive year

Societe Generale Private Banking has been named "Best Private Bank in Western Europe for Structured Products" by Euromoney* magazine for the 10th year running.

Wealth and Asset Management