10/31/2013
DBS open to buying Asia-centric private bank
"We're open to acquisitions if they're aligned to our strategy," he said Friday at the bank's Q3 results presentation.
Wealth and Asset Management
10/31/2013
Offshore Tax Scorecard: UBS, Credit Suisse, HSBC, Julius Baer
The crackdown has led to charges against UBS
10/31/2013
ATED: What is it and how does it affect charities? - Withers
This is a tax that was introduced with effect from April 2013 and applies to companies (and similar kinds of structures) which own dwellings with an individual value of £2 million upwards.
10/31/2013
Coutts RDR unit delivers £2bn in assets but profit falls 5%
Coutts post-RDR ready advice unit has delivered £2 billion in assets under influence over the first nine months of the year, parent group RBS revealed in its third-quarter results.
10/31/2013
F&C Asset Management Posts AUM Of £90.1 Bln
The company said the positive fund flows in Consumer and Institutional, together with positive investment returns of 1.4 billion pounds, were offset by a negative foreign exchange impact of 1.5 billion pounds, and Strategic Partner withdrawals of 2.2 bill
10/31/2013
SA’s wealthy among most giving in world
The global economic crisis had knocked South Africa’s giving, cutting the percentage of those ready to dip into their pockets from 2010’s 94% to 91%.
10/30/2013
Revenue at BNP Paribas slips, but profit up
The Group’s results held up well in the third quarter 2013
10/30/2013
No clear rules for family trusts: UBS
An increasing number of wealthy Chinese are seeking to make better use of their assets and get them properly protected in order to pass them on to the next generation, according to a senior official at UBS Securities Co Ltd. Provided to China Daily
10/30/2013
Bonus Increases Expected by the Financial Workforce
With bonus reviews now high on the agenda, eFinancialCareers polled over 4,500 financial professionals across seven markets to understand their bonus expectations.
10/30/2013
BNP Lures Asian Millionaires to Counter Asset Management Outflow
“Asset growth was supported by strong net collections in Asia and Europe,” Vincent Lecomte, co-head of wealth management, said in an e-mailed response to questions today.
10/30/2013
Black Brick triumphs at Wealth Management Awards
Camilla Dell’s Black Brick triumphed
10/30/2013
Northern Trust Named "Best Private Bank in the USA"
We are honored by these awards, which reflect Northern Trust's deep commitment to innovation in how we serve our clients
10/30/2013
Investec triumphs in global awards
It was the first time in the event’s history that South Africa was invited to join the survey
10/29/2013
Barclays wealth arm swings into profit
Investment Bank income was down 7%
10/29/2013
Labuan IBFC Showcases Asean’s Top Wealth Management Experts
The ASEAN Wealth Management Summit - How the Rise of South East Asia Heralds a New Era for Global Wealth Management
10/29/2013
Vontobel says inflows of fresh client money slowed in Q3
Vontobel reports stable client assets in the third quarter of 2013 -continued increase in profitability in Private Banking - sustained earning power in Asset Management
10/29/2013
RHJI's Kleinwort Benson to buy BHF-Bank
RHJI said investment firm Blackrock, which was initially set to become a co-investor, decided to withdraw from the deal.
10/29/2013
15% discounted pass to The Future of Private Banking
The conference is your chance to meet like-minded professionals and discuss strategies to adapt to the changing private banking landscape.
10/29/2013
RBC Wealth Management named 'Private Bank of the Year'
Announced at a ceremony in London last night attended by over 700 high net worth individuals, entrepreneurs, philanthropists, wealth managers and society figures, RBC Wealth Management was chosen by a judging panel from a shortlist nominated by Spear&rsqu
10/29/2013
Critchleys placed in the Top 100 financial planning firms for second year
The accolade, which is approved by AKG Actuaries & Consultants, recognises the firms' qualifications, recurring income and commitment to the profession.