Managers of Wealth

America's 10 most generous benefactors

Wealthy Americans are giving more to charity as the economy improves, research shows. Here's a list of the top 10 donors

Vertem Asset Management judged one of best in the UK

Investment news and data specialist Citywire, has named the Collingwood Street firm in its Top Ten Wealth Manager profiles of the year for 2011.

HPM Partners Recognized as Wealth Management Leader

We are honored by this recognition for excellence and innovation in private wealth management for two consecutive years.

Switzerland Should Be Terrified Of The Rampaging Justice Department

Bank Wegelin (W) has been around for 270 years. In Switzerland, it is referred to as a “Private Bank”. There are dozens of Private Banks in the country (less every week).

Julius Baer expects to deliver client data in U.S. probe

Swiss private bank Julius Baer said on Monday it expects to have to hand over client data as part of a U.S. tax investigation into wealthy Americans who stashed their money in Swiss banks to avoid paying taxes.

City's bars and retailers gear up for the annual bonus extravaganza

Rewards may be down and sentiment against them, but bankers will still be flaunting the cash

UBS wealth management inflows, profits up in 2011

For the full year, wealth management pre-tax profits rose 16 per cent year-on-year in wealth management to SFr2.7 billion

UBS Cuts 2011 Bonus Pool 40% as Investment Bank Posts Loss

“We’ve tried to refocus our reward system, differentiating employee performance, differentiating business performance, in a way we think is fair,” Naratil told reporters on a conference call. There’s “a difficult balance bet

UBS says unit head Kengeter will forgo 2011 bonus

UBS is accepting his decision

The rich lose a little faith in their wealth managers

The satisfaction levels of high new worth individuals (HNWIs) with their main contacts at UK wealth managers has fallen this year, with a decline in those saying they are 'very satisfied' with the service received.

Swiss banks to police clients' overseas taxation

In future, Swiss banks may require their overseas customers to provide proof that any funds held in Swiss accounts have been taxed correctly in the client’s country of tax domicile.

Coutts hosts 'Women in Philanthropy Forum'

On Friday, over 60 philanthropists came together at Coutts’ head office to discuss and explore the important role that philanthropy can play in supporting women and girls in the UK and internationally.

Old Mutual Sells Off Another US Biz

Dwight is expected to become a wholly-owned subsidiary of GSAM in the second quarter of 2012.

The rich Indian deconstructed

In the world of the rich, money is a subject fit for discussion any time anywhere.

Julius Baer inflows fail to offset Swiss franc‎

Julius Baer Group Ltd. (BAER), the Swiss wealth manager founded in 1890, said it will probably have to pay a fine to resolve tax matters with the US after full-year profit declined 27 percent.

Swiss private bank to expand private-client business in Gulf

The bank is currently focused on four major geographical areas: Switzerland, Russia, China and the Middle East

UBS makes a meal out of ethics at a client lunch

On its menu the bank claimed the food on offer was as ethically sound and tasty as their business practices

US indictment implicates Hong Kong in tax evasion

A federal court has accused Swiss bank Wegelin of using sham operations to hide funds, some incorporated in Hong Kong.

Fairbairn Private Bank retains 'Three Star Status' in Best Companies Accreditation

Out of 1,082 organisations that entered the accreditation, Fairbairn Private Bank became one of only 113 organisations across the entire UK to receive the three star accolade, which reflects extraordinary workplace and workforce support and development.

SocGen adds three French regional private banking teams

Societe Generale Private Banking continues to strengthen its presence in France’s regions and is establishing its private banking teams in Nantes, Nice and Toulouse.

Wealth and Asset Management