Managers of Wealth

Worried Swiss bankers get own advice hotline

The Swiss Bank Employees Association SBPV says it has set up a hotline to counsel bankers who fear they could be targeted because of their clients' tax evasion.

Can Credit Suisse solve its chronic cost problem?

Mack inherited an investment bank with the highest cost-income ratio on Wall Street (it actually made a loss of $1bn in 2001), the highest compensation ratio, and a cost base that was effectively 80% fixed through guaranteed bonuses.

"Safe-haven" investments may no longer be valid, say experts

Investors should rethink how they should invest in current volatile markets.

Wealth can be a double-edged sword according to Wealth Insights research from Barclays

The survey of 2000 high net worth individuals globally looked at a number of issues relating to succession planning including whether wealth leads to family conflict and the question of whether parents around the world trust their children to protect thei

Brooks Macdonald Plugs into Moneyinfo

The link, which feeds daily data from Brooks Macdonald to Moneyinfo, allows clients and advisers to see the holdings and values of any investment under the discretionary management of Brooks Macdonald.

Wealth Manager Isn’t Waiting for Adoption of Fiduciary Standard

Genworth supports more than 6,000 financial advisors and manages more than $20 billion in AUM.

Fifth Third’s boosts private banking team

Before joining Fifth Third he served as a wealth management adviser in Bowling Green for four years.

Wealthy clients need consumer protections too: FPSB

The Financial Planning Standards Board (FPSB) is the owner of the Certified Financial Planner certification.

Blanked Bankers Double as Firms Omit Bonuses, Study Says

The percentage of employees who weren't given an annual award rose from 6 percent in 2010, a report yesterday from the New York-based company said.

New Private Banking offer at BNP Paribas Bank Polska

The new Private Banking offer includes also wealth planning and support in tax planning services realized by external entities.

Swiss Private Bank to buy asset management branch of Banco Santander

The bank stated that it was not buying back Banco Santander’s Swiss entity as it is now.

CIBC selling private wealth management operations in HK and SG

CIBC declined to identify the buyer. The deal is set to close by early next year, but is still pending regulatory approval.

Barclays strengthens its global Financial Institutions team with new appointment

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Ultra-Wealthy Are Shunning Stocks

Wealthy investors are shying away from U.S. stocks and putting more money into private companies, real estate and commodities, according to a study.

Rich Greeks rush to London

AS the eurozone lurches from crisis to crisis and Greece teeters on the brink of default and exit from the euro, the number of wealthy European property buyers in London has surged

US family office Opens Miami Office

Wealth Management Executive Erik Halvorssen Joins Firm To Head Office

Now, lounge banking for the rich

Lenders also allow customers to conduct other businesses from such chambers

Lifestyle Investment - The Other Alternative for Savvy Investors?

As indicated by the London International Vintners Exchange (LIVEX), investments in fine wine have produced a 195% return over the past seven years.

The British Royals Aren't Even Billionaires‎

Her Majesty, the Queen, who is celebrating 60 years on the throne, helms the list with a net worth of at least US$ 510 million. Prince Charles is next with at least US$ 210 million.

Bank of Valletta to focuses on personal attention in wealth management

Mr Scardino explained that the personalised and dedicated wealth management offering needed to be considered within the context of BOV’s universal offering, from financial planning to deposits and payments, foreign exchange, stockbroking, custody an

Wealth and Asset Management