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.
Wealth and Asset Management
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
04/10/2015
Nippon Wealth sees clear path in crowded HK
The bank will focus on providing Japanese investments in funds and PE structures after being granted the first locally incorporated bank licence by HKMA for 50 years
04/10/2015
RBS Coutts second bank in Singapore linked to 1MDB, says paper
Singapore's Business Times today said it had obtained documents confirming the involvement of another bank in the island state with 1MDB
04/10/2015
National wealth manager sees triple exit across regional offices
The reasons for his departure are not known.
04/10/2015
Cristiano Ronaldo could be set to become the new international face of leading Swiss Private Bank
If ongoing negotiations between the bank and the Portuguese footballer's agents come to fruition.
04/10/2015
Charity goal achieved by Arbuthnot Latham
Arbuthnot Latham also welcomed Stephanie, wife of the late footballer Bobby Moore OBE, to speak about the work of the charity and its aim to raise awareness of bowel cancer.
04/10/2015
RBC Continues Strategic Review of Its International Wealth-Management Business
RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.
04/09/2015
Managing Risk in Family Businesses
While advisors fiddle with asset allocations, families may face disaster
04/08/2015
Private bank Coutts trims equity positions, favours Spain, Italy over Germany
Private bank Coutts is selling some of its equity positions after a sharp stock market rally in Europe and Japan since October
04/08/2015
Bank Wealth Execs: How Much Are They Paid?
Banks talk a big game about the importance of wealth management, and for many of the biggest, it's not just lip service
04/08/2015
The world of private banking has undergone major overhauls
In this environment, Switzerland's financial industry seems to be most affected. I am however confident that the stability of the country coupled with its deep-rooted tradition of excellence in private-banking services will continue to be important a
04/08/2015
deVere named winner of ‘Excellence in Independent Financial Advice'
These high-profile international awards celebrate and reward outstanding individuals, teams and organisations in their respective fields of expertise.
04/08/2015
Sesame advisers look set to shun new network
A group of them have already said they will go directly authorised and use Bankhall’s services rather than join another network.
04/08/2015
Rothschilds to Rename Holding Company Amid Family Feud
The company that houses the Rothschild & Cie. investment bank plans to rename itself Rothschild & Co.
04/08/2015
Julius Baer Jumps on Credit Suisse Takeover Speculation
Julius Baer Group Ltd. jumped to the highest since it began trading in its current form more than five years ago
04/07/2015
Focus Financial invests in $600 million wealth manager
Deal comes amid slowdown for large investors in financial advisory firms
04/07/2015
How Rich Millennials Will Reshape Wealth Management
Every generation of affluent consumers makes their mark in reshaping the wealth management industry