01/28/2016
New funds focused on taking the right risk at the right time to help participants build more reliable retirement outcomes and live well, for life
01/28/2016
U.S. Trust, Bank of America Private Wealth Management, a private wealth management organization, has hired six new private client advisors nationwide.
01/27/2016
BHF Kleinwort Benson Group has announced that the Company's Board of Directors has published its response memorandum in respect of the mandatory public takeover bid launched by Oddo et Cie SCA
01/27/2016
"We've decided to end operations," a bank spokesman said. "The U.S. loss didn't have any influence on the decision. We are too small to be independent."
01/27/2016
At the two-day meeting, directors will also focus on the bank's strategy, with a decision on the domicile issue possibly coming as early as this week.
01/27/2016
Crédit Agricole plans overseas expansion of wealth management
"It gives us one single brand and identity. It also moves us into a new business model where we approach our clients in a more holistic manner," head of Indosuez wealth management Patrick Ramsey told The Straits Times as he announced the change
01/27/2016
Multi-family office signs MoU for Expansion to India
He has been the architect of several cross border transactions from countries like UK, Germany, Singapore, Vietnam and United States.
01/26/2016
Since the Conservative election win, new business at the firm has increased significantly, with recurring revenue rising 65% to £13.6 million.
01/26/2016
Ultra-High Net Worth Portfolio Protection Strategies In A Horrible Market
It is starkly real, and as the headlines urge, we might see even more ups and downs in the months ahead. Whether we ultimately call this a “Correction” or a “Bear Market” is beside the point.
01/26/2016
Broker-dealer acquisitions slowed down in 2015, according to the Sandler O’Neill report.
01/26/2016
The Shinhan Financial Group is also planning to open more private wealth management centers in order to maintain its leadership in the wealth management sector.
01/26/2016
He was appointed chairman on April of last year, taking over from Alan Dickinson.
01/26/2016
Tilney BestInvest subsidiary, Tilney for Intermediaries, has launched a range of five risk-rated, multi-asset funds.
01/25/2016
It’s more about demographics than it is about oil
01/25/2016
Now in their fifth year, the Citywealth International Financial Centre Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres.
01/25/2016
The Special Economic Zone was created to expand and diversify the economy by attracting direct foreign investment and new technology-focused industries that hadn’t previously been attracted to the islands.
01/25/2016
Firms hire more private bankers, seek to show clients advice is needed in turbulent markets; handing out perks
01/25/2016
The 200-year-old Swiss bank which controls HK$1.6 trillion of client assets worldwide and is still one of the few actual private banks still funded by its partners’ own capital - last year entered into a partnership agreement with Fujian-based Indus
01/25/2016
"Wealthy clients seek professionals who understand their unique challenges, passions and ambitions," said Mr Josef Stadler, head of global ultra- high-net worth at UBS Wealth Management.
01/25/2016
The nuclear deal also opened up Iran to new international business opportunities, some Swiss firms are hoping it could lead to a fresh market outlet.