Managers of Wealth

ARC launch new Charity Indices

The ARC Charity Indices allow charity portfolio performance to be compared versus a realistic and sizable peer group of charities whose portfolios have exhibited similar volatility characteristics.

Credit Suisse clients may withdraw $37 billion over tax in next few years

Credit Suisse could see clients in western Europe withdraw up to a net $37 billion in the next few years as Switzerland bows to pressure to stop foreigners using secret offshore accounts to evade taxes.

BNP Paribas Wealth Management scores top marks in Private Banking Poll

These results, in a recognised industry standard, have improved since last year and represent the bank's ability to serve private banking clients.

Swiss parliament backs tax hike for wealthy foreigners

"With this reform, we want to improve and strengthen the acceptance of the flat-rate tax," Swiss Finance Minister Eveline Widmer-Schlumpf told parliament, adding it would mean that 80 percent of those involved would pay more tax after the chang

Swiss National Bank’s Jordan Wonders How to Spend $380B Pile

The SNB has been piling up euro holdings to defend the franc ceiling of 1.20 versus the single currency introduced in September 2011.

Special tax unit takes extra £500m from UK's richest people

The taxman has extracted an extra £500m from Britain’s richest people thanks to a special unit set up three years ago to target “high net worth” individuals.

Investors Seeking Returns in Non-Traditional Places

The investing environment is expected to be choppy for the next 3-5 years, causing investors to delve deeper into non-traditional investment opportunities to protect wealth

Real estate entrepreneurs top Chinese richest women's list

Nine out of ten of the women on the list played pivotal roles in the expansion of their companies.

How Intelligence Relates To Wealth

If the question isn't rhetorical, then the answer is "no."

France’s biggest bank Details Plan to Expand U.S. Wealth Management

France’s biggest bank, embarked on a five-year plan to expand services to affluent U.S. clients as the company looks to businesses beyond its core European market for growth.

Private client wealth manager celebrates

In an environment of falling interest rates, heightened market volatility, increasingly correlated share price movements and relentless inflationary pressure, finding a lower risk investment solution capable of preserving wealth in real terms has proved a

Investec’s acquisition boosts Aum

Williams de Broë has been swallowed up by Investec Wealth and Investment in an acquisition that has boosted IW&I’s assets under management to £20bn, Jonathan Wragg has claimed.

SEI and Ryland Gray selected by Serco

SEI will work with Ryland Gray and the SERCO trustees to design a strategy that seeks to match their investments to the liabilities of their end-of-service benefit scheme.

Singapore glamour evades London bankers

“Even if it’s tough and times are not as good as they have been, people would rather be here in Asia than anywhere else,” he says.

Arbuthnot Latham turns to Swiss for overseas ambition

Arbuthnot Latham is looking to launch an offshore arm as it gears up for growth under the leadership of new chief executive James Fleming.

JP Morgan Private Bank Sponsors Major UK Philanthropy Award‎

J.P. Morgan Private Bank is to sponsor the UK-focused 8th biennial Beacon Awards for Philanthropy, which honor individuals for exceptional work and best standards in the sector.

Philanthropy on the rise in Asia

Philanthropic giving has been on the rise in Asia over the past few years.

HSBC launches Discretionary Wealth Management services in MENA

HSBC has announced the launch of Discretionary Wealth Management services in Middle East and North Africa 'MENA', offering customers access to their own segregated investment portfolios.

The wealthy are 288 times richer than you

That trend is happening for two reasons: Not only are the rich getting richer, but the middle class is also getting poorer.

RBC Announces Changes to Business Segments

RBC's business segments for financial reporting purposes will be: Investor & Treasury Services; Personal & Commercial Banking; Capital Markets; Wealth Management; and Insurance.

Wealth and Asset Management