10/10/2014
Luxembourg as a financial centre
A little country with more to its repertoire than tax breaks
Wealth and Asset Management
10/09/2014
Equilibrium proves smaller is better for property
That is where you’ll find the big discretionary managers will have much lower property exposure than we are able to have
10/09/2014
Africa’s Biggest Lender Woos Swiss Investors to Property
Investors are looking for growth in their portfolios
10/09/2014
Tiny Liechtenstein plans push into Islamic finance
The financial regulator is exploring tax and legal amendments to facilitate sharia-compliant wealth management
10/09/2014
End of Swiss banking secrecy in sight by 2018
The United States and European Union -- of which Switzerland is not a member -- have repeatedly pushed the Alpine country to give ground as they try to crack down on tax cheats who stash cash abroad.
10/09/2014
Private Banking Special 2014: The Contenders
Both the onshore and offshore banks in the region want to profit from the crucial challenge of cultural diversity, writes Eduardo Leeman, chief executive officer, Falcon Private Bank.
10/09/2014
Deutsche Bank joins bonus backlash
Deutsche Bank has announced it will be withholding millions of euros worth of bonuses as part of a management-led change to the culture at the bank.
10/09/2014
UBS Tightens Rules on Staff Trading for Personal Accounts
UBS AG is tightening its rules on how employees can trade securities for personal accounts, telling staffers it wants to prevent potential abuses.
10/08/2014
Asia private banks get US amnesty warning
Private banks in Asia could well be next under the spotlight as US authorities step up their campaign to clamp down on tax avoidance, according to Latham & Watkins.
10/08/2014
Wealth Management Association to lead strategic review of industry
Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.
10/08/2014
Private Banking Special 2014: The Rise Of Asia
Singapore and Hong Kong offer service quality, professionalism and expertise, writes Fouad Hamiyeh, head of UAE Offices, Crédit Agricole Private Banking.
10/08/2014
Wealth-X Launches UHNW Philanthropy Report At Global Citizen Forum In Toronto
Wealth-X launched the Wealth-X and Arton Capital Philanthropy Report 2014 at the Global Citizen Forum in Toronto on 3 October 2014. Wealth-X CEO Mykolas Rambus presented findings from the report and David Friedman, Wealth-X President, spoke on a panel on
10/08/2014
Wealth-X Named Founding Chair Of Global Residence and Citizenship Council
The Global Residence and Citizenship Council and its founding members aim to create awareness of the standards in the global residence and citizenship industry and the due diligence governing these processes in order to ensure that they are maintained at
10/08/2014
AIC bemoans IFAs holding trusts but refusing to recommend
The director general of the Association of Investment Companies has bemoaned the fact that a number of financial advisers are not offering investment companies to their clients, despite seeing the benefits and using them in their own portfolios.
10/07/2014
Swiss bank continues to sharpen its focus on private banking
Plans to reorganize asset management business
10/07/2014
Wealth Adviser: Avoiding the Headaches of a Rock-Star Firm
The model appeals to young talent, and it obliges senior advisers to think of themselves less as stars and more as mentors.
10/07/2014
Arbuthnot Latham Dubai celebrates first anniversary
Arbuthnot Latham today celebrates the first anniversary of the opening of its Dubai international office.
10/07/2014
Vistra Acquires Qubus Management AG
The acquisition will bring Vistra’s combined staff numbers in Geneva, Zürich and Zug to eighty four
10/07/2014
Ultra-Wealthy “Millennials” Are Idealistic, But Not Alienated; Challenge Stereotype of the “Idle Rich”
Morgan Stanley Private Wealth Management/Campden Wealth “Next Generation” Survey Looks at Families Ranging in Net Worth from $25 million to Over $100 MillionMost Next-Gen Wealthy Look to Manage Wealth the Old-Fashioned Way, Via Advisors
10/06/2014
DBS completes deal for Societe Generale's Asian private banking wing
With the acquisition, DBS said it now has S$88 billion in high net worth assets under management and S$129 billion in assets under management for all wealth customers.