06/19/2012

Advice for Global Bank CEOs

Strategic planning is back. With so much uncertainty, bank CEOs need to rethink where their institution adds value to customers, who those customers are today and who they might be in the future.

06/18/2012

A New generation of peers by Justin Urquhart Stewart

The sums as yet may seem small when compared to the leviathan banks that we are all so much more familiar with, but there is a vibrant and growing deposit and lending service which I believe has the opportunity of creating a very exciting and timely alter

06/17/2012

BMO Father's Day Study: Forget the Tie-Dad Wants To Be His Own Boss

According to Statistics Canada, 1.7 million Canadian men are self-employed in Canada - accounting for 65 per cent of total - 82 percent of men would like to start their own business - 83 per cent of Canadian men say having access to role models or mentors

06/14/2012

A crazy foreigner under the French sun

We had also spent lazy afternoons enviously looking at bargain property prices in estate agents’ windows, so we knew that our British pounds would buy a lot more house and land in rural France.

06/11/2012

JPMorgan targets more British millionaires

A drive to attract more British millionaire clients marks a first phase of plans by JPMorgan (JPM.N) to expand its private banking services across Europe, the Middle East and Africa (EMEA), targeting clients who are rich if not yet in the "ultra rich

06/11/2012

Millionaires who don’t feel rich

Bloomberg had earlier reported that the city state had become the third richest country in the world on a per capita basis.

06/06/2012

The Institutional Lite Fallacy by Phil Banas

While there is some truth in the assertion that the top end of the wealth continuum is increasingly looking for institutional-style performance analytics, it is a fallacy to see the needs of wealth managers as some kind of “institutional lite”