Managers of Wealth

Seamark gets former key players back with LeeSide acquisition ‎

SEAMARK is the institutional and high net worth operating subsidiary of Matrix Asset Management Inc., a diversified Canadian asset management company.

Banks target region's wealthy (that's where the money is)

JPMorgan Chase launched its Chase Private Client service in Washington on Friday, starting in seven branches and aiming for 40 by the end of the year.

Market dangerously complacent, warns Rothschild Wealth Management

There are still many reasons to be concerned about the broader outlook, and it seems a dangerous complacency has taken hold.

Wealth Managers Spotlight the Need for Simplicity and Transparency

Key actions included finding new ways of connecting with the next generation, including the increasing importance of digital communications and social media.

Ex-StanChart execs plan Asia hedge fund

The fund will start trading with about $50 million mainly from Asian family offices and high networth individuals

Aberdeen Asset Management extends sponsorship of Cowes Week to 2015

This extension represents a further two year commitment to the event, enabling Aberdeen Asset Management to build upon the solid foundations already established with CWL and guarantee a stable financial footing for the regatta for the next four years. So

Psychologists work with wealth managers

The involvement of a mental health professional isn't about providing traditional therapy. It is more about helping those involved to communicate. Because wealth, particularly sudden wealth, can create anxiety and confusion.

Maybank launches regional Diamante Private Client programme

The Maybank Diamante Private Client programme was rolled out simultaneously on Monday in Malaysia, Singapore, Indonesia and Brunei and is intended to provide seamless banking services to premium clients.

S&T Bank bolsters wealth management group

Ambrose is a Certified Financial Planner(TM) and holds an MBA from Bowling Green State University and a Bachelor of Arts in economics from the University of Pittsburgh.

Gold product inflows is silver lining on GAM Holding results

Gold and other precious metals proved their worth for GAM Holding last year as investor risk aversion, which caused net outflows from the group overall, created strong demand and net subscriptions to precious metals ETFs at its Swiss & Global unit.

UK private client satisfaction levels driven by value for money, says MDRC survey

Clients under 55 years of age are less satisfied with their wealth manager than older clients, and men are less satisfied with their wealth manager than women clients.

Tax Hunt Pushes Global Wealthy Into Offshore Trusts for Children in U.S.

Multinational families increasingly are turning to high-end estate and tax planners to reduce tax bills when they shift money to children living in the U.S., whether or not their kids are U.S. citizens.

Wealth management musical chairs continues

Mackenzie is one of the first senior figures to depart the Edinburgh office following Investec’s £233 million acquisition of parent company Evolution.

Wealth managers look to growth funds

But Gee says investors should be seeking out steady, long-term growth holdings for their portfolios instead, such as UK and global growth funds.

The Challenges of Multi-Generational Wealth Management in Asia

The initial public offering also provided a window into the burgeoning wealth in the region and the dynamics — and concerns — that many wealthy Asian families face as they contemplate succession plans and the challenges of passing their wealth

SABB named Best Private Bank by Euromoney

Factors such as assets under management, profitability, ratio of clients to relationship managers, and services offered, among other features, are all considered in developing the ranking of top private banks.

Swiss bank plans to double MidEast managed assets

The bank does not disclose what percentage of these assets are owned by customers in the Middle East.

Tax haven crackdown bad for financial services

The financial services industry in tax havens could suffer immensely if the proposed crackdown is carried out, according to a study from RMIT University.

HSBC appoints regional head of wealth development

Prior to joining HSBC, Vohra was general manager, private bank, retail banking and wealth management for ANZ Singapore.

Wealth manager scores big coup

Pro Ice provides "personal CFO" services to about 40 hockey players throughout the NHL and tax services to about 100 current and retired players. A couple of newcomers to his tax roster ply their trade at the MTS Centre.

Wealth and Asset Management