04/07/2016
Moreover, wealth management delivered through the private banking division of banks is also very viable for middle-market commercial clients, as well as an array of other types of banking clients.
04/07/2016
The move comes as banks prepare to return to the advice market after scrapping services following a series of hefty fines issued several years ago.
04/07/2016
Schroders, which owns a 10 per cent stake in CPP, wrote to its board last month requesting the removal of four directors
04/07/2016
Part of this is a growing trend among wealthier investors is to find investments that involve social impact.
04/06/2016
Creative Planning Joins Forces with Tony Robbins, Gupta Wealth Management
Number-One Ranked Independent Financial Advisor Aligns with America's #1 Life & Business Strategist and $1 Billion RIA
04/06/2016
Beware the overseas bandits of wealth management
This transparency forces them to be clear about their services and justify the value they provide.
04/06/2016
JM Finn head of research Geordie Kidston dies
Prior to joining JM Finn he worked at Mercury Asset Management before founding Ruffer Investment Management.
04/06/2016
New Trust Firm Opens in Hong Kong
Prior to joining Zedra, John Ashwood was the founding Managing Director of trust, fiduciary, fund and corporate services firm Vistra Hong Kong.
04/06/2016
Recent departures from BSI Bank Singapore have included the unit's head of compliance and an executive in its wealth management unit
04/06/2016
Credit Suisse, led by Chief Executive Officer Tidjane Thiam, posted its biggest quarterly loss in seven years in February and later said it’s accelerating plans to cut 4,000 jobs.
04/06/2016
Top reasons for wealthy clients to use offshore accounts were better returns and a wider choice of investments, while anonymity ranked eighth on the list, according to Hasli
04/05/2016
Wealth management firm merges with law firm for one-stop shop
The company - which has been rebranded as Progeny Wealth - form part of a new multi-service professional platform.
04/05/2016
Credit Suisse has high hopes for China
The drive is part of the Swiss bank’s renewed focus on Asia under the strategy of Tidjane Thiam, who took over last summer.
04/05/2016
Credit Suisse CEO Thiam targets bigger China presence
The CEO said he saw this as a natural development as the country transforms itself into a consumption-driven economy rather than one led by investment.
04/05/2016
New independent family wealth consultant launches in Hong Kong
Capital Solutions, a new independent consultancy providing holistic and integrated solutions for private wealth assets, has launched in Hong Kong.
04/05/2016
Queen’s bank and HSBC set up offshore companies
There is nothing unlawful about using offshore companies.
04/05/2016
EFG names advisers for BSI integration
The transaction is expected to close in the fourth quarter of 2016.
04/05/2016
UBS Wealth eyes alternatives top spot
UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.
04/05/2016
A Bath wealth management firm has been shortlisted for a national award for adviser firm of the year.
Was recently named South West Adviser of the Year for the second time by industry journal New Model Adviser.
04/05/2016
Standard Life’s buying spree hits London
Mr Howe said becoming part of 1825 is the natural next phase in the evolution of the business.