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Wealth and Asset Management

02/20/2013

Vontobel moves Dubai business to Geneva after good year

The Zurich-based bank, long noted for its work as an investment bank, has had offices in Geneva since 1993, where it has private and institutional clients.

02/19/2013

HighTower lands veteran Merrill Lynch adviser team

The Sarian Group manages $650 million for high-net-worth clients

02/19/2013

Boston Private Bank continues California expansion

“By adding or expanding these offices, we deliver the private banking and wealth management services our clients value

02/19/2013

Rathbones grows funds as ex-Williams de Broë chief joins board

Profit falls at private client and investment manager as £1m FSCS bill hits.

02/19/2013

BNP Paribas targets UHNW clients in Asia

The wealth unit is hoping to increase its client base in Asia

02/18/2013

Jewellers & Coutts team for jewellery box auction

‘The Prince’s Foundation for Children & the Arts’ and ‘Holts Academy’ supported by Coutts

02/18/2013

Global Equities Appointment - St. James's Place Wealth Management

Initial amount of approximately £2 billion and is expected to be funded within the next week.

02/18/2013

Convergent Wealth Advisors Honored as Best Private Client Investment Platform

Wealth can be complicated

02/17/2013

Lib Dem Wealth Tax Crackdown On Heirlooms

Families could be forced to pay a tax on heirlooms including jewellery and paintings under the Liberal Democrat scheme.

02/17/2013

Here's How Long It Takes To Become A Millionaire In Different Countries

How long would it take for an average person to earn that special sum?

02/17/2013

International private bank opens office at DIFC

The office was opened by Prince Max von und zu Liechtenstein, chief executive of the LGT Group.

02/17/2013

Saxo Bank stamps footprint on Middle East's wealth business

Private wealth in the region took a beating during the financial crisis, as the Arabian Gulf's property crash and a collapse in equity markets hammered assets.

02/17/2013

HNW Investors Say Economy Worse Since 2007

“We know that risk and return are related, and we believe in taking thoughtful risk for clients to enable them to accomplish their financial goals.”

02/17/2013

Westpac spruiks wealth advice

The move is the latest instance of banks seeking to bulk up their presence in wealth management.

02/17/2013

European private banking group launches new UK merchant bank

The group has gained FSA approval to launch a UK-focused private merchant bank, targeting companies, family offices and wealthy individuals.

02/17/2013

WH Ireland acquires private wealth management business

The consideration of £25,000 was paid by WH Ireland in cash on completion of the Transaction.

02/17/2013

Barclays’ wealth arm scraps admin fee plans and cuts buy list

In line with our commitment to identify fund pricing solutions which will be of direct benefit to our clients,

02/17/2013

Lombard Odier to merge global and emerging bond divisions

Gregor MacIntosh will head up the firm’s global and emerging fixed income teams

02/17/2013

14th annual report on the UK HNW sector - RESEARCH

The majority of the HNWIs (60%) do not wish to be actively involved in the management of their assets, but most would wish to understand the investments made on their behalf.

02/17/2013

Hiscox responds to broker demand with private client launch

The provider said Hiscox Private Client was opened following in-house research which showed that the majority of high net worth (HNW) customers don't use a HNW insurer.

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