Managers of Wealth

Tilney Bestinvest finalises charity team plans

Company chief investment officer Gareth Lewis will have a strategic oversight role in investment strategy.

Stockbroker snaps up private wealth unit

The land grab continues among the stockbroking community.

Credit Suisse combines Europe private bank

Significant progress has been made in solving legacy cross-border tax matters with the aim to finalise by the end of 2015

No more secrets - Swiss banks learn to shape up, not shut up

The key paradigm shift is that, in the old days, Swiss private banking imported clients

Private bankers link training to take-up of funds

The structure that has been put in place to promote funds has been quite successful

No more secrets - Swiss banks learn to shape up, not shut up

Switzerland's allure as a place to stash cash has been badly damaged by a U.S.-led campaign against tax cheats, and the country's roughly 140 private banks can no longer rely on a reputation for secrecy to attract wealthy customers.

HSBC Private Bank moves Swiss trust business to Jersey

The bank will retain Swiss-based trust front offices in Geneva and Zurich, as HSBC Switzerland is a key international booking centre for its global private banking operations.

Bob Diamond venture pays $270m for Africa bank stake

Atlas Mara ups stake in Union Bank of Nigeria to 29.9pc as it attempts to profit from African growth

Scotiabank Realigns Global Wealth & Insurance to Take Business Closer to Customers

Insurance Canada and International Insurance will be realigned to the Canadian Banking and International Banking Business Lines respectively.

In-house fund dilemma: Wealth managers split over future of products

The FCA is expected to reveal its findings at the end of September

CIBC Raises Ceiling on Wealth Deals to $1.8 Billion

The bank’s largest wealth-management deal was its August 2011 purchase of a 41 percent stake in American Century Investments for $848 million.

Succession assures more acquisitions

“Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions.”

Leading Swiss Private Bank adds Canada to its operations

The Zurich-based firm said it’s focusing on a niche group of affluent Canadians whose financial needs aren’t being met by domestic banks or foreign companies with private-wealth operations.

Banks Package Longevity Risk for Institutions and Wealthy Investors

Leave it to Wall Street to come up with a new product that solves the “problem” of longer life spans

A wealth manager is someone who wanted to be a banker, but didn’t have the personality for it

Disruption shakes up tradition-bound industry

BLME and Bank Muamalat to collaborate on Islamic private banking

Bank of London and The Middle East plc (BLME) announced today that it has signed a Memorandum of Understanding (MoU) with Bank Muamalat Malaysia Berhad (Bank Muamalat).

Citigroup to Make Up for EU Bonus Cap with Allowances

The move aims to compensate the officials for what they lose as a consequence of the latest EU rules.

Tony Blair's GQ Philanthropist Award reaction: 'it was a very bad year for philanthropy'

The choice to give the award to Tony Blair has baffled many - but has served to give an iota of relevance to the GQ Awards

Push for Australia's wealthy to match US philanthropy levels

For the richest Australians, when they're not making money, the question is how to give it away?

Cambridgeshire IFA gets nod on discretionary permissions

The firm manages around £85 million of clients’ assets in the portfolios.

Wealth and Asset Management