03/10/2016
Flight of the non-doms?
Wealthy beneficiaries say they will leave the country if Britain revamps a special tax status
Wealth and Asset Management
03/10/2016
Edmond de Rothschild (Suisse) Gets Record $8.2 Billion New Money
“2016 will be a year full of ambitions and challenges,” Ariane de Rothschild, who chairs the Edmond de Rothschild group executive committee, said in the statement. “Notably, we will face continued turbulence this year owing to the high l
03/10/2016
Swiss Private Bank may be interested in assets in Barclays' Africa sale
Owned by Abu Dhabi sovereign wealth fund International Petroleum Investment Company and has around $18 billion in assets under management.
03/10/2016
Citigroup has set up a new group to cater to the richest investors in the world
The new body will combine corporate and investment banking coverage of private-equity, sovereign-wealth, pension, and hedge funds and certain family offices.
03/10/2016
Cornèr Bank Ltd to issue structured products with SIX Swiss Exchange
SIX Swiss Exchange welcomes Cornèr Bank Ltd as a new issuer of structured products.
03/10/2016
Why financial services / products suck for the rich (but not super rich)
In reality, the free coffee is where the VIP treatment ends for some millionaires.
03/10/2016
John Gutfreund, Face of 1980s Wall Street Swagger, Dies
Mr. Gutfreund came to represent an era on Wall Street when swashbuckling bond traders made huge bets using house money
03/10/2016
Top bankers get million-dollar pay hikes
Promotions meant big pay raises last year for the men taking the helm at three of Canada's biggest banks.
03/09/2016
Northern Trust Named to 2016 “World’s Most Ethical Companies”
Additional honors from FORTUNE and National Association for Female Executives
03/09/2016
Salesforce modernizes wealth management offering
New cloud-based Financial Services offering provides fully integrated capabilities for improving wealth manager productivity and firm-wide agility
03/09/2016
When choosing a wealth manager, the personal touch is best
When Google’s European chief Matt Brittin was being grilled by politicians in London last month over the search engine giant’s tax arrangements, he caused uproar by admitting he did not know how much he was paid.
03/09/2016
3 Tips For Teaching Kids About Family Wealth
Know thyself, know thy partner.
03/09/2016
Falcon Private Wealth Dubai now servicing from DIFC
"This step emphasises our strong commitment to the UAE and aims to support our growth plans in the MENA region."
03/09/2016
Rothschild & Co announces acquisition of L&Co
Frank Demoen and Yves Vervaet will join Rothschild as managing directors
03/09/2016
Bankers’ bonuses should be withheld for up to a decade says Barclays man
Move would give managers a longer-term view of their business, opines new deputy chairman Sir Gerry Grimstone
03/08/2016
Singapore Banks Eye Barclays’ Private Bank
Taking a step back, why are they interested? Wealth is growing strongly in Asia
03/08/2016
Wealth manager announces direct-to-consumer offering
Bristow said the engine works based on user inputs, and enables clients to choose to manage their own investments or seek out advisers.
03/08/2016
Credit Suisse Group: How to Revamp Wealth Management?
Business Finance News highlights the tough time Credit Suisse’s wealth management department is going through and give recommendation on how to improve situation
03/08/2016
Wealth boutique launches asset management business and multi-manager range
The all-in fees range from 1.1% to 1.36% and the minimum investment is £1,000 for lump sums or £100 a month for regular savings.
03/07/2016
South Africa-UK Wealth Management Giant Plans $12.8B Split-Up
It has a market value of £8.8bn as of Friday’s close.