Managers of Wealth

When Wealthy Clients Behave Badly

Outside of explicit policies regarding wealth provenance, some private banks are putting together a more implicit framework of acceptable standards

Santander opens flagship private banking, select and business customer lounge

Santander has opened what it called its flagship lounge for Santander Private Banking, Select and Business customers in Piccadilly, London.

At UBS, Succession Looms Large as Bank Ponders Post-Ermotti Era

The challenge of replenishing management is falling to two men with widely divergent backgrounds and experiences.

JPMorgan’s Wealth Management Revenue Drops 5% in 4Q

JPMorgan’s assets under management fell 2% year over year, to $2 trillion, the company says.

BNY absorbs severance costs as investment management, wealth assets drop 6%

Client redemptions largely came from index and cash strategies, which saw $11 billion and $10 billion, respectively, in net outflows in the fourth quarter.

SG Wealth achieves chartered status

East Anglia-based IFA SG Wealth Management has been awarded chartered financial planner status.

Top Take-Aways from Sanlam’s Inheritance Seminars

Perhaps most shocking is the statistic that 50% of Brits over the age of 45, those most likely to have dependents, also die intestate.

The LLB Group continued its growth in the 2018 business year.

The LLB Group expects a net profit of about CHF 85 million

BMO creates BMO Private Wealth Canada and Asia

Private banking and full-service brokerage unite

Wealth planning needs of internationally mobile clients

Identify what impact regulation will have and the concerns and goals of the next generation of HNWIs.

Wealth Management: Bringing wealth planning expertise to fund management

Areca began hiring more licensed financial planners in 2017.

Johannesburg is leading wealth management in Africa

Wealth managers in Africa typically target individuals with more than $500 000 in investable assets.

Citigroup’s private banking arm advises clients against pound trade

Looming Brexit vote likely to see sterling volatility rocket

HSBC Private Banking announces partnership with AllBright

The partnership demonstrates HSBC Private Banking’s commitment to fostering more diversity within their organisation, as well as supporting entrepreneurs and family offices across the world, a statement from the bank has said

In India, a wealth manager often ends up as a family counselor: Anshu Kapoor

How do I equalise the wealth between my son and daughter?

Singapore shares are 'cheap' and 'attractive' — and major wealth managers say it's time to buy

The bank expects the country's gross domestic product to grow by 2 percent in 2019, down from last year's estimated 3.3 percent and at the lower end of official forecast of 1.5 percent to 3.5 percent.

Caye International Bank Named as One of World's Best Private Banks

The award recognizes the bank's extraordinary customer-service model and the high quality of professional services it provides to its international client base.

Banque Cramer acquires Ticino asset manager

The transaction will deploy its effects retroactively as of 31 December 2018.

SJP academy celebrates selection of 100th wealth adviser

So far 35% of candidates have come from other careers with most having no financial services experience.

Citi rolls out wealth management hub in Abu Dhabi

The Citigold clients are affluent individuals with investible assets of $200,000 (£155,000, €175,000) and above.

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Wealth and Asset Management