04/14/2015
Wealth management matchmaker bags £500000 seed round
Some of the new investment will be used to fund the launch of findaWEALTHMANAGER.com in Asia.
Wealth and Asset Management
04/14/2015
Citibank Says former VP of private banking arm ran off with trade secrets
The bank on Friday accused a former vice president of its private banking arm of soliciting former clients
04/14/2015
Vontobel eyes further growth after missing out on Meriten
Vontobel Asset Management has revealed it will seek further growth opportunities after talks to take over Meriten Investments ended unsuccessfully.
04/14/2015
These celebrities shelter their wealth in tax havens
Celebrities share the same reluctance to pay taxes as the rest of us
04/14/2015
Swiss Private Bank UBP To Boost ME Operations After Coutts Buy
The Middle East currently accounts for 12 per cent of the bank’s global operations.
04/13/2015
Aging Investors Unprepared to Transfer Wealth
Investment firms are not asking the right questions of their clients and may be at risk of losing assets if they fail to establish relationships now with the next generation
04/13/2015
When bankers buy private jets: hiring hots up at elite end of Asian banking by Simon Mortlock
Singapore’s ultra-wealthy population is set to grow by 54.3% by 2024 – the strongest rise among 108 cities globally, according to a March survey by Knight Frank.
04/13/2015
Bellpenny snaps up 25th acquisition
The acquisition is Bellpenny’s 25th, involving 100 active clients and £31m of funds under management.
04/13/2015
OECD Tax Policy expert added to Jersey Finance private client London conference programme
The conference, entitled ‘Mapping the Future’, will take place on Wednesday 13 May
04/12/2015
India's rich temples may open gold vaults for Modi
The two-century-old Shree Siddhivinayak temple in Mumbai devoted to the Hindu elephant-headed god Ganesha bristles with close circuit cameras and is guarded by 65 security officers.
04/12/2015
UAE Bank Targets Africa, Asia For Wealth Management Growth
The bank has been focusing on growing its fee-paying businesses such as wealth management as it aims to offset high levels of competition in traditional banking products.
04/12/2015
Royal Bank of Canada Announces Election of Directors
The detailed results of the vote for the election of directors held at its Annual and Special Meeting earlier today in Toronto are set out below.
04/12/2015
BTG Pactual plans to open Miami wealth management branch
At the end of last year, BTG Pactual oversaw 81 billion reais for wealthy clients.
04/12/2015
Macquarie Private Wealth: The silver doughnut that left a hole in investors' nest eggs
Glancing up at the sparkling silver doughnut logo as he walked into the millionaires' factory for a meeting with his Macquarie Private Wealth adviser in July 2009, Don Waller was hopeful that this meeting would be kinder than the last.
04/12/2015
Standard Chartered Malaysia to focus on wealth management
Standard Chartered Bank Malaysia sees strong growth and demand for wealth management products and services in Malaysia.
04/12/2015
What it takes to make it to the top in asset management
Want to make it to CEO of an asset management firm? There are three things you need to have in your favour. Firstly, you will almost certainly be male, you are also increasingly likely to be working for the firm you aim to lead and you will probably have
04/12/2015
Andorra Follows Up on U.S. Inquiry by Cracking Down on BPA
Andorran judiciary officials had also raised questions. Whether for lack of expertise or energy, their investigations went nowhere.
04/12/2015
‘HSBC has specifically targeted Argentina’
Tax Justice Network head John Christensen warns about the bank’s lobbying power
04/12/2015
Julius Baer CEO Denies Deal Talks With Credit Suisse
But regardless of whether or not they're merging with anyone, Baer's shares have soared their highest level in 10 years.
04/10/2015
Advisers flub in talking about wealth transfer
Majority losing big opportunity to hold onto assets from generation to generation