Managers of Wealth

Swiss private banking giant shutters Nassau office

The statement continued: “All the necessary steps for this process are being taken in close alignment with the relevant authorities.

Cantonal bank profit increases despite ‘pressure on margins’

The bank’s board of directors will propose a nominal value repayment of CHF 12.50 per share by reducing the nominal value from CHF 31 to CHF 18.50.

Exclusive: Multi-boutique platform to acquire Syz AM Luxembourg

The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.

St James’s Place to overhaul pay and perks

Wealth manager plans to axe benefits such as cruises after criticism over incentives

The Quilter Cheviot Global Income & Growth Fund for Charities launches

Quilter Cheviot acts as the investment adviser to the fund

Julius Baer plans cost cuts after net profits drop 37%

Presentation of the 2019 full-year results for the Julius Baer Group

Credit Suisse freezes investment bank bonus pool

Unit suffers declines in advisory and capital markets business

HFMC Wealth adds £130m assets with adviser buyout

The deal bolsters the adviser's London office as it sets its sights on a pipeline of acquisitions for the coming year.

Advisers clash over fees as competitor enters

Peter Emery, manager director at Emery IFA, criticised Bancroft’s flat fee approach as “clients do not all have the same needs” and so to charge them all the same would be “unwise and unfair”.

Banque Bonhôte expands into Solothurn

The bank, which has its headquarters in Neuchâtel, has been active in German-speaking Switzerland since 2002, under the leadership of Philippe Borner.

The 20 best paid back room jobs in wealth and fund management

Thanks to the turmoil in the lead up to Brexit, recruitment of permanent back office staff by investment firms took a hit last year.

Citi Announces Citi Wealth Builder Digital Investment Platform

Citi Wealth Builder quickly matches customers to one of six portfolios based on their responses to questions ranging from their level of comfort with market volatility to their retirement goals and how much they’ve saved to date.

Coronavirus: A Timely Drill for Wealth Managers

In early January, we collected and corroborated enough anecdotes to form the view that the Wuhan Pneumonia could become a replay of the SARS scare in 2003.

World Gold Council Eyes Wealth Management in Singapore

Asia is leading the way in terms of market development, product availability and so on, that’s why we’re expanding here.

Julius Baer - Guide to an industry at a crossroads

The entire sector is struggling with high costs, caused by the massive increase in complexity in the cross-border business and - in view of the completely changed business environment - customer advisors who are still being paid in the prince.

Deutsche Bank reports continued progress on strategic transformation

As at the end of 2019, Deutsche Bank had recognised 70% of the anticipated cumulative costs to achieve its transformation strategy between 2019 and 2022.

Estera Wins 'Trust Company of the Year'

The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.

Goldman Sachs to increase private wealth adviser headcount

Goldman Sachs chairman and CEO David Solomon said: “We are resolute in fulfilling our purpose of putting capital and ideas to work to evolve organisations, accelerate global economies and amplify personal prosperity.

Investec sets out IPO plan for Ninety One funds arm

UK-South African fund manager expects its shares will begin trading on 16 March

Fiduciary Trust hunting for more wealth managers

The company's deals to buy The Pennsylvania Trust and Athena Capital Advisors are just the beginning, execs said

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Wealth and Asset Management