08/12/2014
Swiss Life CEO Frost Sees ‘Sweet Spot’ in Asset Management Push
The Swiss insurer will probably report that first-half net income dropped 3.4 percent to 456 million francs
08/12/2014
The Swiss insurer will probably report that first-half net income dropped 3.4 percent to 456 million francs
08/12/2014
Noah Holdings, a leading wealth management service provider focusing on distributing wealth management products to the high net worth population in China, has announced its unaudited financial results for the second quarter of 2014.
08/12/2014
This wealth management and financial advisory firm, based in Indianapolis, aims to offer its clients a genuinely personal service, treating them “as if they were family”.
08/11/2014
The international unit, which employs 1,200 staff, has cut the number of countries it serves dramatically in a roughly three-year restructuring.
08/11/2014
The FTSE 250 company is currently in the process of selling planning and engineering subsidiary Parson Brinckerhoff
08/11/2014
Fund management boss says SWIP deal has diversified the company
08/11/2014
This structural change has meant a fertile market for hiring and winning clients.
08/11/2014
Royal Bank of Scotland (RBS.L) confirmed it was considering selling the international arm of its private bank, a deal one source said could net it as much as $1 billion (£595.76 million), as the British government leans on it to focus more on domest
08/10/2014
Mr Gulliver, who has overseen a significant reduction in the scale of HSBC Private Bank since becoming chief executive of the UK bank in 2011, said that its private banking arm needed to be managed “as a discrete business” in order to retain t
08/09/2014
Bankers face greater risk for smaller rewards, prompting fears of an exodus of top talent.
08/08/2014
As Asia becomes a key generator of wealth in the world, Singapore's private banking sector is managing more of those new dollars.
08/08/2014
The reputation of many jurisdictions, or so called ‘tax havens’, has been attacked by other nations, most which fail to apply the same policies that they advocate for others.
08/08/2014
The chief executive for Axa Wealth, said: “The Budget has transformed the way we all plan for retirement, and recast what retirement means to the great majority of the population.
08/08/2014
The Citywealth International Financial Centre Awards recognise excellence in the private wealth sector in major international financial centres.
08/08/2014
Banks have been asked to play the role of policing anti-money laundering
08/07/2014
The speed at which Asia is creating wealth is increasing the demand for the creation of wealth management solutions and the digital revolution will change the way Asians manage their wealth, said Singapore bankers.
08/07/2014
The FTSE 100 insurer said, however, that it expected the external conditions for its emerging markets businesses to continue to be challenging in the next six months.
08/07/2014
The platform was boosted by gross sales of £2.5 billion, up 11% on the £2.3 billion for 2013 which it said was a result of the high demand for its WealthSelect proposition.
08/07/2014
Brooks Macdonald Asset Management has announced a strategic alliance with Berkshire-based IFA Petrus Financial Services Limited.
08/07/2014
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.