04/18/2016
Ubp ramps up Asia efforts on back of Coutts international arm
Swiss group aims to double assets under management to $20bn
Wealth and Asset Management
04/18/2016
Credit Suisse to halt earnings previews in Japan following probe
The Securities and Exchange Surveillance Commission on Friday recommended that the Financial Services Agency penalise Credit Suisse's Japanese brokerage unit after finding that one of its analysts leaked non-public information on a company's ear
04/18/2016
RiverPeak Wealth sets up investment consultancy
The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea
04/18/2016
JBWere partners with Moelis Australia
Nab-owned wealth management firm JBWere has announced a research and distribution partnership with investment bank Moelis Australia.
04/18/2016
Edmond de Rothschild launches UK M&A equity fund
The fund will follow the same investment process as the €1.4 billion (£1.1 billion) Edmond de Rothschild Fund Europe Synergy strategy which already has 30% in the UK.
04/18/2016
Africa’s offshore wealth: feeding inequality
Rise of Africa’s rich has been good business for banks but less good for development
04/18/2016
Europe's banking sector needs 'creative destruction' - UBS boss Axel Weber
However, Weber argued that this isn't easy given the current climate of balance sheet reductions in the banking sector.
04/18/2016
Appleby Fiduciary Business Rebrands
The global corporate, trust, funds and accounting services company is led by Chief Executive Officer Farah Ballands, supported by Estera’s existing management team with over 150 years of combined industry experience.
04/15/2016
Private Bankers Cool on Singapore Bonds
Credit Suisse Private Banking Asia Pacific and CA Indosuez Wealth Management say investors are favoring higher-quality issuers, while UBS AG Wealth Management warns of the prospect of exchange-rate losses on local-currency bonds.
04/15/2016
Global Shell Games author to launch new research at Jersey Finance private wealth conference
The joint author of the renowned research ‘Global Shell Games’ will be a keynote speaker at this year’s Jersey Finance Annual Private Wealth Conference, where he will also launch his latest research report.
04/15/2016
AP Executive wins 2016 Offshore Excellence Award
The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.
04/14/2016
Union Bancaire Privée completes its acquisition of Coutts activities in Asia
The attraction of the Coutts deal was not Europe but Asia, says Union Bancaire Privee’s CEO Guy de Picciotto.
04/14/2016
Trusts top agenda at Jersey Finance Private Wealth Conference
Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth m
04/14/2016
3 reasons an investment banking background can help a wealth management career
Wealth management is typically viewed as more relaxed – advising private, often non-professional investors who frequently make decisions over a longer timeframe.
04/14/2016
Why JP Morgan embarked on its private banking trim
The bankers were all focused on high net worth, as opposed to ultrahigh net worth, individuals.
04/14/2016
Why Brits are so angry about David Cameron’s family wealth
These facts have never changed, and it's hard to argue that Cameron ever portrayed himself as anything else.
04/14/2016
Barclays purchase reflects OCBC push
With financial technology start-ups gradually making inroads into "high-volume, low-value -add" services such as payments and foreign exchange.
04/14/2016
Tilney Bestinvest introduce one-off advice service
The service will be available to new clients and to existing users of the Group’s non-advised Online Investment Service.
04/14/2016
PRAXISIFM acquires fiduciary and corporate governance consultancy
PRAXISIFM has acquired a fiduciary and corporate governance consultancy to enhance its presence in Switzerland and expand its operational footprint in Africa.
04/14/2016
Don't believe the hype: J.P. Morgan Private Bank talent outfows just "strategic attrition"
Highlight a much more critical industry-wide issue – that of the cost of servicing smaller accounts with expensive infrastructure.