04/30/2015
Gordon is one of the Americans who interacted with Swiss bank whistleblower Bradley Birkenfeld—he had an account in Switzerland, which he said was entirely legal and properly accounted for.
04/29/2015
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients
04/29/2015
Strong equities, boosted by European monetary stimulus, have helped increase assets at St James's Place and Henderson
04/29/2015
The Hong Kong Monetary Authority announced that it would welcome the biggest bank in the U.K., HSBC, to move their global management center from London to Hong Kong.
04/29/2015
“Creative and Compliant: Harnessing the New Values of Client Engagement” brought together specialists from the world of private banking, compliance law and luxury brands at the Royal Institution of Great Britain in London.
04/29/2015
Increasingly, wealthy individuals and large companies are becoming interested in philanthropy.
04/29/2015
In Q1, public equity exposure holds steady as many investors anticipate market correction
04/29/2015
The Swiss Ambassador to Nigeria, Mr Hans-Rudolf Hodel, says depositors are now required to prove they earned the money they intend to deposit in bank accounts in Switzerland
04/29/2015
Spiess also stressed that the “HSBC remains fully committed to Switzerland, both as a key centre of wealth management and a priority market for the group”.
04/29/2015
"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses
04/29/2015
Within this 57%, 36% opted for email and 21% web portals.
04/29/2015
Fund groups and wealth managers have been assessing the impact of a potential 'Brexit' would have on their businesses, ahead of next week's general election, with some warning the move would be "an absolute disaster".
04/28/2015
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients.
04/28/2015
The bull market: With the indices periodically reaching new heights, investing monies is appealing as the appreciation of client’s assets results in more revenues without the need to attract new clients.
04/28/2015
The Swiss team composes of six members will aim to consolidate its relations with the Retail and Wholesale customers through a customized regional approach.
04/28/2015
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools
04/28/2015
“Butterfield Bank is remaining independent, and as we stay independent it gives us great flexibility going forward in the areas we want to grow in and invest in,” he said.
04/27/2015
A unit of the Swiss bank, is reported readying a portfolio sale of 20 German commercial buildings valued at around €700m. CSAM has made no comment.
04/27/2015
Prime Minister Shinzo Abe is crusading to get more women running Japan's male- dominated corporations should meet Miwako Date, daughter of Japanese billionaire property developer Akira Mori
04/27/2015
The economic centre of gravity has been shifting back to Asia, and much of Asia's success is owed to a remarkable generation of entrepreneurs whose vision and hard work lifted them, their families and their societies out of poverty.