06/17/2016
These extras range from philanthropy services to events aimed at young people, such as a “next-generation” summit offered by Julius Baer, the Swiss wealth manager, where Google employees have spoken.
06/17/2016
The locked entrance, where millionaire clients used to come and go, is a reminder that some of the biggest names in global finance have quit Geneva for good.
06/17/2016
The platform is meant to enable a host of services, according to a trademark filing.
06/17/2016
The best way to do this would be online.
06/17/2016
Dubai-based IFA firm Prestige Wealth Solutions, which advises local expats on their pensions, has teamed up with investment manager Quilter Cheviot to offer its clients a discretionary management service.
06/16/2016
North American and European banks are quitting Geneva as companies battle with the loss of financial secrecy
06/16/2016
Crestone has secured a global network of strategic partners which includes UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust
06/16/2016
She is based in Bangkok and reports to Christian Senn, Market Group Head Thailand.
06/16/2016
Though the bank has managed to earn $4 billion in annual revenue in each of the last two years, majority of that revenue was generated in the first quarter.
06/16/2016
The first fund would also stop being routed through Mauritius next year.
06/16/2016
Adrian Collins becomes non-exec chairman
06/16/2016
The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.
06/16/2016
The environment in which a fund manager works is another important consideration.
06/16/2016
Regional and global banks have been cautious about setting up a local private banking and wealth management presence in China due to regulatory restrictions and the nation's relatively less developed capital market.
06/16/2016
With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.
06/16/2016
Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.
06/16/2016
Mergers in the sector have not resulted in cutbacks to frontline staff, Wealth-X survey finds
06/15/2016
When it comes to the digital experience, financial institutions recognize they are not just competing with each other anymore.
06/15/2016
Old Mutual will bring a valuable market perspective to our public policy and regulatory work and will help ensure a strong industry voice on key issues.
06/15/2016
The business is based in Newton Abbot and acquired Castellan Financial Management back in 2006.