05/27/2015
Canadian businesses and the financial services sector can learn about the newest opportunities in the areas of renminbi (RMB) internationalization at the upcoming "Think Asia, Think Hong Kong" conference in Toronto on June 8th
05/26/2015
RBC, City National off to friendly start ahead of $5.4-billion takeover
Working closely with Blair Fleming, head of RBC’s U.S. capital markets unit, the two banks signed off on the loan within 72 hours.
05/26/2015
Credit Suisse fintech duo try to be more than just money
Their list of past and present portfolio companies includes well-known names
05/26/2015
Julius Baer May Get Lighter U.S. Penalty
Authorities could take into account the bank’s efforts to notify them of possible tax evasion
05/26/2015
We must stop demonising the wealthy
Entrepreneurs should be encouraged to make their fortunes – before they decide to leave the UK.
05/26/2015
Kleinwort Benson Bank secures strategic investor
The transaction brings together an unparalleled group of high net worth, entrepreneurial shareholders from Europe and across the SAMENA markets with a view to advancing their shared desire for a return to relationship-driven banking and access to differen
05/26/2015
They see shift to digital powering growth in this area and retirement planning for the masses; technology would also protect against mis-selling by their sales force
05/26/2015
It was an invitation too good to resist
05/26/2015
Fidelity’s Alex Wright has boosted exposure to banks as consolidation in the wealth management sector sees opportunities to invest there dry up
05/26/2015
With its new felony record, America’s biggest bank needs to seek the Department of Labor’s permission to keep managing money in the $8 trillion private pension market.
05/26/2015
The business unit, which manages more than $5 billion in its own RIA and fields 16 advisors — or “counselors” as it calls them — is in the midst of a major revamp.
05/26/2015
Davison has been in talks with Heng Ren, the CEO of Ju-Ai-Cai, which may lead to an investment from Peter Thiel, ex-CEO of Paypal and early investor of Facebook
05/26/2015
Italian media tycoon and former prime minister is still looking for a co-investor in AC Milan to help revive the fortunes of the Serie A football club which he has owned for nearly three decades
05/25/2015
The mainland market to play major role in hitting growth targets set by Deutsche Bank's asset and wealth management division
05/25/2015
UBS spins off local wealth unit via management buyout
It is negotiating with two big global players for its new IT platform, which will be independent from UBS.
05/25/2015
Abu Dhabi Islamic Bank will focus on winning more business in the United Arab Emirates' expatriate community this year as growth in the national banking sector slows
05/22/2015
Last night AsianInvestor celebrated its Asset Management Awards with the cream of the industry. Here we reveal four winners announced on the night, and explain why they won.
05/22/2015
Wealth management firm set to exceed targets for fourth year running
The business announced that it has already secured £61m of new assets under management nine months into its financial year and is just £6m away from reaching its full-year goal.
05/22/2015
Barclays private banker strikes out alone with Leeds launch
His new office will take on the Raymond James banner, unlike other boutiques that operate with a different name but plug into the back office system.
05/22/2015
“The certainty that can offer the private wealth community will be a real competitive advantage for Jersey as investors increasingly seek centres that can offer high standards and effective asset protection capabilities.”