05/31/2016
Macri yesterday said the money was deposited in Merrill Lynch accounts in Switzerland and the US, but it was transferred to the Bahamas after Swiss private bank Julius Baer Group bought the Merrill Lynch overseas wealth management unit from Bank of Americ
05/31/2016
To ensure good practices, suitability has to be documented for each and every trade, says Kuhn.
05/31/2016
Goldman Sachs International and UBS Limited have been appointed by Delta Lloyd as Joint Global Coordinators and Joint Bookrunners of the intended marketed offering.
05/31/2016
Furthermore, Investec W&I will work alongside the professional accountant body on two of its flagship events later this year.
05/31/2016
Clients in this category respond strongly to advisers who aren’t skilled only in asset management but who offer concierge-like services and a broad set of capabilities.
05/31/2016
Capital earmarked for charitable giving provides opportunities for healing, growth and empowerment
05/31/2016
The Association of Swiss Private Banks (ASPB) published today its Annual Report 2015, discussing events that influenced the key issues addressed by the ASPB throughout the year to the end of April 2016.
05/30/2016
Mauritius is first and foremost a fairly safe country.
05/30/2016
Therefore any fund manager, wealth manager or private bank needs to build strong relationships with individual brokers in order to get exposure.
05/30/2016
The massive job cuts announced by Standard Chartered Bank's headquarters last year have mostly been made and any further cuts to headcount here will be normal attrition
05/30/2016
Reflecting this push, ANZ will launch this week a new platform in partnership with Macquarie Group.
05/30/2016
Wealth managers also need to catch up with their clients' digital demands
05/30/2016
Singapore clients are becoming more savvy about fees
05/30/2016
RIT Capital disclosed a stake of less than 3 per cent in Alliance Trust last year, according to UK regulatory filings.
05/30/2016
Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter
05/27/2016
Jersey, where the company has had a small office for 20 years, was mentioned many times in the leaked documents.
05/27/2016
There is no proof that current members of the board of directors or management are involved in the case,” he told the Swiss daily Corriere del Ticino.
05/27/2016
Arbuthnot to sell up to 31.9 pct stake in retail bank Secure Trust
The sale would generate gross proceeds of about 145 million pounds ($213 million), Arbuthnot said.
05/27/2016
The combined firm with have 240 financial planners and 120 investment managers on its books, operating from over 30 locations across the UK.
05/27/2016
The winners were chosen after a rigorous nomination and selection process