07/22/2015
But angry expats who have spent years as loyal customers of the bank say they feel betrayed. Many say they have been told they must have a UK-based account to receive their British state pension.
07/22/2015
Citywire + rated Eleanor Taylor Jolidon, who runs the Swiss equity fund, is the lead manager of the new fund
07/22/2015
Credit Suisse’s new chief executive has sounded out its main investors about plans to expand the Swiss bank’s asset management operations, potentially through an acquisition, according to people familiar with the talks.
07/21/2015
Global investment banks will find it more costly to unlock wealth in Asia as regulatory changes make accessing domestic markets tougher
07/21/2015
Old Mutual International has launched a campaign to promote “under-utilised” trusts among offshore advisers and will launch further support tools “shortly”.
07/21/2015
Success in the sale, led by Credit Suisse Group AG and UBS Group AG, may mark the revival of a market closed to all but the biggest Russian companies since the nation’s incursion into Crimea.
07/21/2015
Largest firm by number of advisers cedes ground with 3% one-year drop; executives point to shedding of lower producers
07/20/2015
Dozens of private banks are still waiting to learn their fate.
07/20/2015
Swiss private banks with less than $5 billion under management will largely disappear due to the soaring cost of regulation, Bordier & Cie said.
07/20/2015
Mr. Angermueller was the bank’s face to Washington for years
07/20/2015
This is a very passionate audience and one with real discretionary spending power.
07/20/2015
Private bank's March purchase of Coutts gives it 'a more normal size' in region: CEO
07/20/2015
Bank returns as title sponsor for flagship event, with big names likely to follow as prize money increases dramatically after period of struggle
07/20/2015
Julius Baer Group Ltd. should have cash to purchase rivals even as it prepares to settle a four-year probe into tax evasion by the U.S. Justice Department.
07/20/2015
Julius Baer Group Ltd. should have cash to purchase rivals even as it prepares to settle a four-year probe into tax evasion by the U.S. Justice Department.
07/20/2015
Africa & Middle East to form part of new regional business structure
07/20/2015
Top Swiss Bank Julius Baer Enters Mexico Predicting Wealth Surge
The current management team will continue to lead the business independently with the same staff and pursue the same client-focused strategy
07/20/2015
Independent trust compan calls on Jersey trustees to encourage clients to support local charities
Independent trust company is calling on fellow Jersey trust businesses to encourage their clients to support local charities as part of their wealth management strategy.
07/20/2015
With head count down slightly, the pretax profit margin rose to the company’s target range
07/17/2015
Ending banking secrecy in Luxembourg on January 1 2015 has had a significant effect.