Managers of Wealth

What Ed Balls told the bankers

Earlier this month, Balls was to be found having lunch at HSBC’s private bank in St James. He was there to address the chairmen of the UK banks.

Wealth Managers Exit India as Millionaires Hard to Entice

“In India, there’s a lack of alignment between a private banker and an individual’s needs.”

Stop bashing offshore finance: It’s vital for a liquid financial system

Discussions about international business and tax policy are too important to be debated

Asia's wealth spurs competition for private bankers: Citi

Citigroup was the second largest private bank in Asia last year after UBS AG, according to Asian Private Banker.

Who's leading wealth management market in future?

The new regulations will cause the yields of wealth management products to go down, and the current wealth management products model will face some difficulties.

wealth management division potentially looking to outsource IT services

National Australia Bank has allegedly sent an expression of interest to 10 tech suppliers in hope to outsource the IT functions of MLC.

Guernsey Financial Services Commission publishes 2013 annual report

One of the key messages it contains is that overall costs fell by almost £1 million or 7.5% compared to 2012.

A golden age for wealth & fund management as regulatory fog clears

The Evolving Investment Management Regulation report points out regulatory uncertainty over the last few years has settled down.

SYZ & Co opens a representative office in Dubai

Banque SYZ & CO has announced the opening of a representative office in Dubai.

Wealth management set to grow

Analysts call for tighter supervision to avoid risks

Julius Baer CEO Tells Swiss to Work Harder to Keep Rich Clients

Swiss banks that want to survive need to increase their assets under management

New acquisition for SPECIALIST wealth manager

As coming regulatory changes, which will reduce costs for fund members and increase compliance standards, spur industry consolidation.

Westpac Private Bank impresses at Australian Private Banking Awards

Winning the Outstanding Institution ($10m - $50m) Award means Westpac Private Bank has been singled out as the organisation best able to cater to the needs of high net worth individuals

Vontobel to buy back 12.5 pct stake held by Raiffeisen

Raiffeisen was not immediately available for comment on the deal

The old guy behind the curtain - Eric Lascelles, chief economist of RBC Global Asset Management

The Bank consistently forecasts that inflation will be on target within two years; after all, if it did not believe that, it should change policy. But inflation was above target for four years and is now below it.

Facing price wars and robots, wealth managers push advice

This week at the Reuters Global Wealth Summit, "transparency" and "fees" were among the most popular words spoken by top wealth and asset management executives.

Sanlam employee benefits clinches top industry award

Every product we develop or service we introduce is sense checked against the needs of the intermediary

Super rich develop a passion for cars, wine and property

"All this type of luxury is part of the portfolio of a very rich person," said Manuela D'Onofrio, head of global investment strategy at the private banking arm of UniCredit

Time for Barclays to rethink its wealth strategy

If he really can’t bring himself to sell UK wealth, Jenkins should, at the very least, sell the Americas, where his brokerage business looks distinctly sub-scale and the Barclays brand, more than a little careworn.

Quilter Cheviot nominated for Charity Times award

The winners of the awards will be announced at an awards gala dinner and ceremony on October 22 at the Lancaster London Hotel.

Wealth and Asset Management