Managers of Wealth

‘Africa is very central to our strategy’ - StanChart

The strategic discussion at the beginning centered on how to enter each market. And we opened our doors in early 2007and the work and journey since then has been very.

The cost of acquiring a HNW client

Strategy consultants MDRC have today published a report on the cost of acquiring a HNW client.

Charities have to tackle 'new normal' economic conditions to survive - PwC

An economic climate of disappointing growth and volatility could be the 'new normal' for charities, prolonging the challenging fundraising climate, and further shocks cannot be ruled out.

Secrets To Multi-Million Dollar Success: Knowing When To Fire Clients

Kelly Rigas, first vice president and financial advisor in the Private Client Group at RBC Wealth, says she regularly practices this a game with her team that she politely calls “Client Transition Friday.”

Pictet launches the Pictet-Emerging Markets High Dividend fund

The fund focuses on emerging market companies that offer high and sustainable dividends. The aim of the fund is to provide a return through dividend income and capital appreciation.

Politicking around the tax treaties

Switzerland could declare in the words of Voltaire, "Lord, protect me from my friends; I can take care of my enemies."

Young Asian Entrepreneur seeks ePrivate Bank for modern, interactive relationship...

Private banks are known for their traditional, conservative ethos and European private banks in particular have always trumpeted their long and proud histories - old fashioned client service, together with the warm fuzzy feeling that comes from knowing yo

City gender pay gap hits 21pc

Women working in the City earn 21pc less than their male counterparts, new figures on the gender pay gap show.

Falcon flies in to nurture Gulf nest eggs

“Whether it’s Egypt or concerns about Iran, people consider the UAE a safe haven, the Switzerland of the Middle East,” the bank’s chief investment officer says.

ANZ Wealth and Private Banking shifts research to Mercer

ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Private Banking businesses.

Wells Fargo plans asset-management expansion abroad

The firm will add foreign stock and bond strategies to its U.S.-based mutual-fund unit, open six more Luxembourg-based funds for offshore clients and wrest business from competitors, Niedermeyer said.

U.S. bank clients casualties in an 'economic war'?

The U.S. is the world’s only super-power, and has not shied from using its economic and diplomatic might to seek and reclaim back taxes, and punish banks who helped hide the money.

Warren Buffett Talks Philanthropy With 'Giving Pledge' Billionaires

A group of billionaires met to talk about money -- not earning it, but how to best give it away.

Following an advisory-led strategy by relationship managers can change the face of investing

Damn the financial crisis.

7IM to offer advisers banking and lending functions

Seven Investment Management is enabling advisers to take deposits and offer clients loans through its platform.

Opening the Spigot for the Heirs

That's a shame, because things didn't have to get so bitter. Even with rates low, there are some ways for trusts to produce steady, decent-sized payments.The heirs to America's fortunes are growing impatient.

Credit Suisse weighs up JOHIM sale

Credit Suisse, the Swiss banking group, is considering the sale of JO Hambro Investment Management, its UK private client wealth management business.

Investec/de Broë investment processes to merge by September

Investec Wealth & Investment is to integrate its investment process with that of Williams de Broë (WdB) by September, Wealth Manager can reveal.

Merrill Lynch private banking opens Palo Alto office to reach tech wealth

The new office at 3075 Hansen Way has about 16 Merrill Lynch staff catering to the unique needs of Silicon Valley's wealthy investors and employees whoe tend to be younger and more entrepreneurial than Merrill Lynch's more traditional clients in

Kaven Leung outlines strategy shift at Julius Baer

He says private banks will win the race for Asia's wealth and explains how he intends to go about it. He talks about his time at Goldman, and what asset managers must do.

Wealth and Asset Management