03/03/2015
National wealth manager completes 13th acquisition
The acquisition is still subject to Financial Conduct Authority approval
Wealth and Asset Management
03/03/2015
5 Things You Didn't Know About Philanthropy
One of the greatest challenges for philanthropy today is the very term itself --philanthropy.
03/03/2015
Parmenion Launches New Adviser Site
Parmenion has launched a redesigned Adviser website, adding simplicity and functionality to its award winning platform
03/02/2015
The $800 Million Club
The products and services for Northern Trust’s richest clients will trickle down
03/02/2015
HSBC not the troublemaker made out to be, rival Swiss banker says
HSBC , in the spotlight after details emerged about how its Swiss unit allegedly helped clients dodge taxes, isn't the troublemaker it is currently depicted as, the head of a rival private bank
03/02/2015
ANZ merges Asia wealth, private banking units, Manfred Liechti goes
There will be no change to our strategy
03/02/2015
Perks for private banking clients match their level of investment
High net worth individuals have clear investment philosophies and deep pockets.
03/02/2015
Adviser consolidator AFH Financial acquires South East business in £1m deal
Adviser firm consolidator AFH Financial Group has acquired the assets of a South East business, including its five advisers and principal, in a deal worth up to £973,000.
03/02/2015
Private Bank Survey: Where to Invest Cash Now
America’s top 40 asset managers predict a grind in 2015
03/02/2015
Perks for private banking clients match their level of investment
High net worth individuals have clear investment philosophies and deep pockets
03/02/2015
Leading Swiss private bank named Middle East's Best Bank for UHNW Clients
Bank Secures Top Regional Recognition in Euromoney's Private Banking Survey for First Time
03/02/2015
Towry targets more takeovers after Ashcourt acquisition
Towry did not rest on its laurels despite its Edward Jones setback.
03/02/2015
EFG Bank retains SATT title
The EFG Bank Monaco team missed the podium only once over the six legs of the 2015 SATT, finishing fourth in the second leg. It won four legs and came third in the final leg, underlining its overall superiority.
03/02/2015
Two leading independent wealth management firms ink deal
“When clients come to a financial planner, they want to know that they have enough money to reach their personal goals,”
03/02/2015
Citigroup Moves Private Bankers to Dubai as Rich Increase
Private banks are bolstering Middle East operations as the number of millionaires increases.
03/02/2015
Neuberger Berman Places Nine Wealth Advisors In Barron's 'Top Financial Advisors' List
Barron's used a number of factors to determine the state-by-state rankings including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
02/28/2015
RM deal puts Sotheby’s head to head with Bonhams in competition for the future of UK car market
Much of Bonhams' classic and luxury car expertise, led by co-chairman Malcolm Barber, came from Sotheby's previous car department.
02/28/2015
BVI Sponsors 2015 Asian Wealth Management Forum In Hong Kong
The Forum looked at trends shaping the future of wealth management in Asia, welcoming over 100 CEOs, senior management, and other leading practitioners.
02/28/2015
BVI FUNDS: Preparing for the new abnormal
Its popularity has enabled the BVI to become the dominant global market leader for company incorporations, with over half of the world’s offshore companies domiciled in the BVI and with such companies being widely used throughout the world and in al
02/28/2015
Standard Chartered staff braced for big change under Winters
"There's a mood of borderline euphoria and excitement today... after six grim months where the sense of passion and urgency fell away a bit," said a senior Asia-based insider.