12/20/2016
Pushing that Boulder Up the Mountain
The way to overcome this trap is to provide value to the client
Wealth and Asset Management
12/20/2016
Randomness, Rocks & Wealth
Lisette Cooper ministers to the ultra rich
12/19/2016
Liechtenstein private bank mulls further Asian acquisitions
Expects to see its assets under management in Asia rise
12/19/2016
Lombard Odier’s Patrick Odier on the future of private banking
The chairman and senior managing partner of one of Switzerland’s largest private banks talks investing in 2016
12/19/2016
Diversifying life insurance choice for Asia's HNW
The UK government is introducing legislation that creates a look-through for all tax structures
12/19/2016
Bank of Singapore eyes London foothold
Asian private bank weighs UK branch in light of pound’s slide following Brexit vote
12/19/2016
Rolls-Royce turns to rock ‘n’ roll icons for altruistic automobiles
There has always been this fascinating synergy between Rolls-Royce and those artists who create music
12/19/2016
BNP Paribas navigates choppy Brexit waters
Bank’s wealth management arm says the UK will remain a very important offshore centre
12/19/2016
The Ex-UBS Banker Whipping Credit Suisse's Swiss Unit into Shape
She made Managing Director one month before the bank was forced to take a $60 billion government bailout in 2008.
12/19/2016
Brewin Dolphin to buy asset management business for £28m
Brewin said it expected the addition to enhance earnings after the first year, while, on a pro forma basis, its funds under management is anticipated to increase to £36.1bn.
12/19/2016
WH Ireland cautiously optimistic about year ahead
The majority of the exceptional costs associated with this change will be taken in 2016, and as such will be fully disclosed within the annual results.
12/19/2016
Thomas Piske: «The Job Profile for Private Bankers is in a State of Flux»
Private banking has been undergoing an adjustment process for a number of years now
12/19/2016
World-first listing on CISE for global bitcoin fund
GABI was launched in 2014 as the world’s first regulated bitcoin fund when it received certification as an Expert Fund from the Jersey Financial Services Commission.
12/19/2016
The EM story is not finished yet: Ken Peng, Citi Private Bank
This year emerging markets have underperformed. Developed markets continue to outperform. Are you telling your clients that they should remain underweight on EMs?
12/19/2016
Arbuthnot Latham snaps up Duncan Lawrie loan book
The loan portfolio is mainly secured against residential property and has a total balance of approximately £44.9 million with 83 customer accounts.
12/19/2016
Arab Bank Switzerland ditches FIS/Sungard core system for Avaloq BPO
By partnering with Avaloq, the bank will benefit from the Avaloq Banking Suite, a state-of-the-art solution that includes a fully integrated component for upcoming legal and regulatory requirements.
12/19/2016
Robo-advisers not plagued by profitability challenge
Robo-advisers will be snapped up on the cheap by the big traditional player
12/18/2016
A bionic boost for a new private banking landscape
At the UHNW level, it’s bionic advisers, not robo-advisers, that could have a greater impact
12/16/2016
Wealth management biz to grow 17-18 per cent: Sanctum Wealth
Sanctum Wealth was founded by a close group of investors by taking over the private banking business of RBS India in 2015, making it the first management buyout deal in India, he said.
12/16/2016
Wealth managers favour short-term debt products now
These days, they are recommending investors to hold two thirds of their portfolio in short-term products and the balance one-third portfolio in dynamic bond funds.