06/17/2016
Dubai-based IFA firm Prestige Wealth Solutions, which advises local expats on their pensions, has teamed up with investment manager Quilter Cheviot to offer its clients a discretionary management service.
06/16/2016
North American and European banks are quitting Geneva as companies battle with the loss of financial secrecy
06/16/2016
Crestone has secured a global network of strategic partners which includes UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust
06/16/2016
She is based in Bangkok and reports to Christian Senn, Market Group Head Thailand.
06/16/2016
Though the bank has managed to earn $4 billion in annual revenue in each of the last two years, majority of that revenue was generated in the first quarter.
06/16/2016
The first fund would also stop being routed through Mauritius next year.
06/16/2016
Adrian Collins becomes non-exec chairman
06/16/2016
The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.
06/16/2016
The environment in which a fund manager works is another important consideration.
06/16/2016
Regional and global banks have been cautious about setting up a local private banking and wealth management presence in China due to regulatory restrictions and the nation's relatively less developed capital market.
06/16/2016
With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.
06/16/2016
Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.
06/16/2016
Mergers in the sector have not resulted in cutbacks to frontline staff, Wealth-X survey finds
06/15/2016
When it comes to the digital experience, financial institutions recognize they are not just competing with each other anymore.
06/15/2016
Old Mutual will bring a valuable market perspective to our public policy and regulatory work and will help ensure a strong industry voice on key issues.
06/15/2016
The business is based in Newton Abbot and acquired Castellan Financial Management back in 2006.
06/15/2016
Amanda Chen was hired by Nomura last year from Morgan Stanley to spearhead expansion in Asia, which has 4.7 million individuals with $1 million in liquid assets.
06/15/2016
The win marks the second victory for the bank, having taken home the award for the same category in 2014. Last year, Bordier was shortlisted for the ‘Pure Play Private Bank’ category.
06/15/2016
The new program, dubbed “premiere cash management,” includes online bill payment and checking, insurance and fraud monitoring services, Reuters writes.
06/15/2016
The advice firm, which has been operating since 2001, will become restricted and use funds from Quilter Cheviot and Old Mutual Global Investors.