09/12/2016
Two of Canada's big five banks backing away from marijuana industry
The company, which is currently in the process of obtaining a licence to grow medical marijuana
Wealth and Asset Management
09/12/2016
Deutsche Bank CEO Says Asset Management Is ‘Essential Part’
Cryan, 55, is seeking to restore investor confidence as mounting legal costs and restructuring charges undermine earnings and capital.
09/12/2016
Swiss private banks with midmarket focus face challenging market
The private banking industry in Switzerland remains world leading, however, middle-market players seeing declines across all major indicators
09/12/2016
Why Swiss Private Banks Still Face Taxing Times
Swiss private bank clients withdrew funds to pay taxes
09/12/2016
Three High-Net-Worth Market Trends Impacting Wealth Managers
A number of trends among the rich and super-rich can have decisive implications for wealth managers seeking to work with them
09/09/2016
White paper: Swiss banking needs to evolve now
That includes digitisation, new services, and the use of service providers.
09/09/2016
Are you rich enough for JP Morgan's private bank?
JP Morgan’s private bank is continuing to cull the ultra-wealthy people it serves.
09/09/2016
Rawlinson & Hunter Singapore Now Offers Full Private Client Services
Having our Singapore Trust licence allows us to provide our full suite of private client services.
09/09/2016
The Great Reveal: NewCRM2 rules set to reshape the wealth management industry
CRM2 is shaking up the wealth management industry like nothing I’ve seen in my time in the business.
09/09/2016
Ant Financial gears up for more wealth management
Ant Fortune has gained 25 million users since it was launched in August 2015.
09/09/2016
UBS Wealth Management’s Haefele Joins Battle to Recruit Quants
One in 10 managers who advise clients now use such tools, said Haefele who oversees a team of more than 200.
09/09/2016
Julius Baer Takes Bankers From BSI for India Business
The four are Prashant Goel, Shagun Tyagi, Sanam Budhrani and Reena Badlani
09/08/2016
Are You a Rich Lawyer? You May Not Be Rich Enough for J.P. Morgan
Attorneys are among the clients most affected by the private bank’s recent decision to double its minimum to $10 million in investible assets
09/08/2016
OMGI to merge income fund into Generation range
The Cerilium fund has an ongoing charges figure of 1.24 per cent while the Generation vehicle charges 1.18 per cent.
09/08/2016
Which private bank has a winning strategy in Asia?
The changing nature of the industry, the clients and the market are, however, making it more challenging for the banks to beef up their offerings.
09/08/2016
HSH Princess Marie von Liechtenstein is a passionate oenophile
We host wine tastings with LGT’s private banking clients.
09/08/2016
Wealth management industry needs to innovate to stay relevant, says Nutmeg co-founder
Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".
09/08/2016
Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent
It is important to be aware that these trends are structural and, consequently, unavoidable.
09/08/2016
CS: From Billions in Write-Downs to Top Management
The appointment raises a series of questions.
09/08/2016
Citibank Indonesia Targets Young, Wealthy Customers
Citibank Indonesia, seeks to tap into the country's increasing middle class through the newly-launched Citi Priority service for young professionals