02/22/2015
HSBC furore puts pressure on sales of private banking units by RBS and Generali
The controversial tax practices of the Swiss private banking industry are threatening to disrupt two potential takeover deals in the sector.
02/22/2015
COUTTS, the bank used by the Queen, earned millions of pounds in commission by helping investors avoid tax in film schemes
02/21/2015
It is a rare sport that can attract the wealthiest of the wealthy, the most glamorous in town and royalty all at the same time.
02/20/2015
Next month Credit Suisse Private Bank will be rolling out new digital capabilities in Asia, and April will see the launch of a tablet banking offering in Switzerland.
02/20/2015
According to McKinsey & Company, some 60% of China's high-income earners have assets abroad, and their overseas investments account for 10% of their total assets.
02/20/2015
Skënderbeg Funds AGmvK, an investment fund for qualified investors under Liechtenstein law (umbrella fund), launched four traditional single-manager funds together with Your Wealth AG on 12th January.
02/20/2015
The decision by UBS to shift stance and issue high-trigger CoCos paid off early after the Swiss government announced on Wednesday
02/19/2015
Dominic Tremlett first came to London as Lombard Odier’s head of UK private banking two years ago
02/19/2015
A preliminary decision on where the unit will be based is to be made next week, the paper said, adding that talks with German financial watchdog Bafin were advanced.
02/19/2015
HSBC’s London office earned millions of pounds in fees by creating some of Britain’s largest tax avoidance schemes
02/19/2015
Close Finance’s Rachel Scott Renouf has won a gold award in the Group’s inaugural Recognition Awards.
02/19/2015
Wealth management companies and units at banks have increased global recruitment significantly, as wealth managers grapple with new technologies and regulatory changes.
02/19/2015
On a single day last fall, two deals were coming together that would draw unusual attention to a banking family that prefers to remain in the shadows
02/19/2015
With the acquisition, Wealth-X will employ more than 250 professionals across offices in 13 cities, including London, Singapore and New York.
02/19/2015
Heartwood was ahead of most rivals with its mass-market proposition launch last year
02/19/2015
HSBC made £2.3 million from the Eclipse 35 tax avoidance scheme used by former football managers Alex Ferguson and Sven-Goran Eriksson
02/19/2015
Rathbones is launching a private office for high net worths and plans to rebrand in key initiatives to meet its growth targets.
02/19/2015
"Citi Private Bank remains uniquely positioned to serve the Asian ultrahigh-net-worth market with our global presence and broad and deep wealth management platform," Ida Liu, managing director and head of the North America Asian Clients Group, s
02/19/2015
AFH Wealth Management has announced the acquisition of Worcestershire-based KL Plester Financial Services Holdings for £1.7m.
02/19/2015
NewSmith will be placed in Man’s GLG unit if the deal is completed