Managers of Wealth

Wanted: female financial advisers

Women are significantly under-represented in the financial planning profession, with only one quarter of financial planners being female. So what are we doing to correct this imbalance?

Swiss private banking unit looking for new owner

"I don't think the process will start until after he arrives, but they want to have something ready for him to sell," one of the sources said.

Asia spending billions on private tuition for kids

The study by the Asian Development Bank and the University of Hong Kong's Comparative Education Research Centre says shadow education is fast becoming a permanent but expensive fixture in Asia - with countries like Japan spending a whopping $12 billi

China's wealth management industry to grow by 9.5% annually over next four years: report

The robust performance of Chinese GDP has made it one of the most favorable investment destinations for wealth management firms across the globe.

Swiss private bank to cut jobs

Spokesman Reto Giudicetti confirmed comments by Chief Executive Zeno Staub in an interview with the Handelszeitung newspaper on Thursday that the bank would have to lose an unspecified number of positions.

Standard Chartered launches Islamic wealth product range aimed at HNWIs

The package, aimed at plugging industry gaps in the availability of Shariah compliant products, covers fiduciary deposits, property financing, equities, Islamic fixed income instruments (Sukuks), mutual funds (including exchange-traded funds), third-party

Scotia Private Client Group launches new investment solution for HNW clients

Under the management of Scotia Asset Management, each fund within Scotia Private Client Group Pools will be offered as a separate class of shares within the corporation. Investors can switch from one class of shares to another without triggering an immedi

Defecting US brokers bring along $59 billion assets ‎

“We’re seeing bigger teams now making bold moves and moving to another wirehouse or out of the space completely,” said Alois Pirker, research director at the Boston-based Aite Group, which studies wealth management trends.

2plan wealth management offers new lifeline to Honister advisers

“from weeks or months to just hours in many cases”

Global Corporate Giving Initiative Answers Question, “What Counts?”

The Global Guide provides corporations with a much needed tool to allow more efficient measurement of corporate giving on a global scale.

Ex-Adam & Co boss' new private bank raises £5m

New private bank Scoban is entering its next stage of development after successfully raising £5 million after two rounds of fund raising.

Discontent grows as clients demand Coutts' AIG answers

The payment follows the completion of an independent third party review

HNWIs more altruistic than advisers think

High net worth individuals are more altruistic than wealth advisers think, according to a global study published by Liechtenstein-headquartered private bank Kaiser Partner.

Aberdeen crowned best group in the What Investment Trust Awards 2012

Aberdeen had the largest number of trusts achieving first quartile performance in their sectors over ten years, as well as a number of stand-out performers.

Preserving wealth most important aspect of managing investments - study

The study, which focused on three key topics -- structure, investing, and succession and governance planning -- was conducted to find out more about what motivates family offices and to provide a collective insight to help family offices learn from each o

Britons with holiday homes in France hit with massive tax hikes as president Hollande tries to plug £8bn hole in budget

The increased levy on income from rented property and capital gains tax on sale profits could cost second-home owners thousands of pounds more a year.

Chinese millionaires join the world's globetrotters

For the second year in a row, Australia has ranked third behind France and the US as the most attractive destination for Chinese millionaires to holiday, according to a report by Shanghai-based private wealth researcher Rupert Hoogewerf.

"The unacceptable face of banking": The lavish lifestyle of banker Bob and how he made his millions

In a good year, the outgoing chief executive – who resigned Tuesday- could be paid up to £20million – about 1,000 times more than a teller in a high street Barclays.

Rich People Are Mean, But Does It Pay To Be Nice?

In fact, a well-researched article in New York magazine this week dove deep into the relationship between economic status and negative psychological characteristics such as a dearth of empathy, insensitivity to and unregard for other people, the tendency

What does responsibility mean to the wealthy? - Research

New insight from hundreds of HNWs across Germany, Russia, the UK and the USA has engagement with the major driving forces of change as a wealth of creating wealth.

Wealth and Asset Management