Managers of Wealth

Small private banks said to face bleak future

He said the strong Swiss franc and the tax row with the United States were adding to the difficulties.

Tiedemann Wealth Management Wins PAM Award

Named Best Private Wealth Manager Managing Over $5 Billion

RBC Recognized for Best Private Banking Services in Canada and Caribbean

The survey also highlights the success of RBC Wealth Management's Global Trust business. RBC ranked number one for Trust Services in Cayman and Jersey, and ranked in the top ten for Trust Services globally. This success follows a series of industry a

Former head of E*TRADE Wealth Management launches RIA firm ‎

The firm has $1.3 billion of assets under discretionary management.

Credit Suisse private banking profit drops

Credit Suisse Group reports 2011 net income attributable to shareholders of CHF 1,953 million, Core Results pre-tax income of CHF 2,749 million, return on equity of 6.0%, underlying return on equity of 7.3%

L&T Finance to offer wealth management, hires EFG brass

L&T Finance is actively looking to enhance its product line and is looking to foray into a business that many foreign players are struggling to sustain --wealth management.

BNY Mellon announced as new Boat Race Title partner

Over 300,000 people watch the Race from the riverside and the event is shown live on BBC TV as well as being transmitted to over 200 countries around the world.

Swiss Private Bank Charged in U.S. With Aiding Tax Evasion

The indictment follows charges filed Jan. 3 against three Wegelin bankers accused of conspiring to help U.S. clients hide more than $1.2 billion in assets from American tax authorities. Wegelin announced on Jan. 27 that it agreed to a sale to Switzerland&

Former Merrill Lynch banker to promote Qatar as rival to the City

Famed for his "little black book" of City contacts, was also appointed one of David Cameron's ambassadors last year and advised the Mayor of London on measures the City should take to remain globally competitive.

Brown Advisory Wins Award for Best Performance by a Private Wealth Manager over $5BN

Brown Advisory was selected as the winner among six companies nominated by an independent panel of industry experts.

Genworth Financial Wealth Management Upgrades Advisor Platform

Next-Generation eWealthManager Site Brings Enhancements To Better Manage, Grow Business

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

Wealth and Asset Management