09/19/2016
Offshore executives target Deutsche private bank
Deutsche Australia is at loggerheads with some of its Asia-based executives
Wealth and Asset Management
09/19/2016
A Day in the life of a Private Banker
Before looking at what private bankers do, it’s essential to find out what they are trying to achieve for their clients.
09/19/2016
Kuwaiti investors pounce on venerable City broker
Kuwait's KEH Group will announce the purchase of nearly 30% of WH Ireland
09/19/2016
UBS: New Boss, New Mission
He immediately went on a national tour of his realm, and soon made some discoveries.
09/19/2016
Independent Wealth Manager in Singapore First
Clients’ assets and funds will be cleared and held with Pershing, part of BNY Mellon.
09/19/2016
Swiss Economy in 2017: On the Way to a New Normal?
An obvious solution for averting a growth slowdown or even a decline in the working population is to increase labor force participation
09/19/2016
Three Operational Necessities For An Extremely Successful High-Net-Worth Wealth Management Practice
By mastering these three operational necessities, financial advisors can build significant high-net-worth wealth management practices.
09/19/2016
Revealed: the top investment strategies of high net worth individuals
The top investing strategies of the wealthy are to diversify, to seek advice and to know the fees on their investment.
09/19/2016
New business rises 13% at the CISE
Fiona Le Poidevin, CEO of the CISE, said: “I’m delighted that once again we have seen significant growth in new listings.
09/19/2016
Butterfield aims to expand trust business
Last Friday’s first day of NYSE trading ended with Butterfield’s share price at $24.75, 5.3 per cent above the IPO price target of $23.50.
09/16/2016
Canaccord Looking for "Highly Talented" Human Advisors
We’re a boutique.
09/16/2016
Swiss private bank pursues tie-up talks with DZ Bank
The two banks gave few details, beyond saying there are "points of contact" between them which could benefit clients in Germany and Switzerland through country-specific capabilities.
09/16/2016
Top tips for trustees to combat fraud, by David Clarke of the Fraud Advisory Panel
September issue of our Charities Briefing newsletter
09/16/2016
Wealthy to dump billions into superannuation
Changes to the government's super policy, unveiled this week
09/16/2016
Waqf Foundations – A Unique Shariah-compliant Wealth Management Solution
The first private client solution incorporating the concept of Islamic charitable endowment
09/15/2016
Lights Camera Action - It’s the Oscars For Wealth Managers
In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.
09/15/2016
The top 9 skills private bankers need by 2021
The PwC surveyed 35 private wealth management organizations, of which 3,400 are front office practitioners, 2,000 are middle office and 2,200 back office practitioners.
09/15/2016
Swiss-Based Investor Enters Fray For UK's £4bn Green Bank
Contrary to earlier reports, the SDCL-led bid was not tabled ahead of a deadline on Monday but is expected to be later on Wednesday, according to Whitehall sources.
09/15/2016
Swiss privae bank still sees need for ‘high quality’ wealth managers in Asia Pacific
The bank already has more than 1,000 client advisors in this region, but the bank sees demand growing.
09/15/2016
Global search firm AP Group becomes an APSCo member
The membership was approved following rigorous application and verification process, and that reflects the firm’s commitment to highest standards of recruitment services to clients and candidates.