Managers of Wealth

WH Ireland swings into profit on client boost

Stockbroker WH Ireland has swung into black after a hectic year saw the group increase its turnover by just over 25%.

ANZ offers telepresence to Australia's richest

ANZ Private & ANZ Trustees has simplified and greatly expanded client access to its team of experienced, highly respected and industry qualified wealth managers and specialists.

Rebranding = better client service? I don't think so

I only ask because the Barclays news comes pretty soon after an identical announcement by Scotiabank, and a divisional name-tweak by RBS.

First Republic Expands Wealth Management Team in New York

Senior Portfolio Manager and Senior Trust Officer Join Rockefeller Center Office

Lerner's former associate targeting wirehouse advisers

Cabot has three people focused on recruiting advisers from Wall Street firms.

Analysis: Swiss banks still draw rich despite secrecy blows

Swiss bankers are on the defensive with their secretive industry under sustained attack for sheltering tax dodgers. Some cannot travel abroad for fear of arrest in tax investigations.

How do Charitable Foundations Decide Their Longevity? - Coutts & Co

A new guide published by Coutts today explores the debate around the longevity of charitable foundations and the impact they have.

Morgan Stanley announces new head of Swiss and Asian Wealth Unit

A Belgian national, has spent 14 years in management positions at the company, including spells as chief operating officer and head of international banking and products for Morgan Stanley’s wealth-management unit.

Goldman Sachs launches 'muppet' hunt‎

Goldman Sachs has begun scanning internal emails for the term "muppet" and other evidence that employees referred to clients in derogatory ways, chief executive Lloyd Blankfein told partners in a conference call this week, according to people fa

RBC opens new wealth management office in Raleigh

It is located at 4208 Six Forks Road in the North Hills area of the city.

Wealthy Asians hungry for financial advice: study

Looking ahead, however, respondents placed a greater emphasis on advice, with 90% expecting financial companies to educate them in relation to investment and wealth strategies.

Scotland’s premier private bank relocates HQ

The was founded in Edinburgh in 1983 by a group of influential Scottish business people who were committed to the core values of a traditional Scottish banking service.

AMG makes a dramatic entry into wealth management arena

Founded in 1986 by Chief Executive Officer Michael Stolper, the firm is based in Newtown Square, Pa., and has 84 employees, including 36 investment advisory and 12 research professionals.

Singapore investors bullish on Asia

Affluent Singaporean investors remain bullish on Asia, but see more potential in regions like the Middle East and Africa (MEA), as well as North and Latin America, in the longer term, according to a survey by Standard Chartered Bank and Scorpio Partnershi

Wealth and Asset Management