11/06/2014
Wealth Manager’ - Coming soon on Bloomberg TV
Bloomberg TV India, the country's leading English business news channel, will unveil the show “Wealth Manager”.
11/06/2014
Long-term funds had net sales of $631 million and money market funds had net redemptions of $62 million. Assets under management increased by 1.1 per cent.
11/05/2014
Wealth managers must innovate or else stand to lose high net-worth clients
New players with technology at their core are shaking up the private banking industry
11/05/2014
Belgian Bank Awarded Double Honours
Subsequently the services and levels of attention to clients are exceptionally high, leading to its reputation as one of the most proactive private banks in Belgium
11/05/2014
The proposal from the “Save Our Swiss Gold” proponents is simple: Force the central bank to build its bullion position up to at least 20 percent of total assets from 8 percent today.
11/05/2014
Nikolaus Senn, the chief executive officer of Union Bank of Switzerland who guided its expansion during the 1980s before the lender became UBS AG in a merger a decade later, has died.
11/04/2014
Jersey Finance has embarked on a ramped-up programme of activity in Asia this autumn, including launching an inaugural series of Roadshow events in key markets across the Far and Middle East.
11/04/2014
Tax and wealth management advisers to UK nationals living in Europe, Blevins Franks, has agreed to acquire Siddalls France from the IFG Group for an undisclosed sum
11/04/2014
The new division will provide an overview of global economies along with regular updates on stock markets and fixed income trends. The data will then be analysed and implemented in investment strategies to influence returns on portfolios.
11/03/2014
Swiss private bank hopes to tap into winners of hot Middle East economy
The region is the second-fastest growing for the bank after Asia, as governments spend on infrastructure including roads, airports and sea ports ahead of major global events being hosted such as Expo 2020 in Dubai and the 2022 Fifa World Cup in Qatar.
11/03/2014
Family trusts trump SMSFs on simplicity, says HLB Mann Judd
Family trusts are being overlooked in favour of SMSFs as a way of managing wealth, but accountancy firm HLB Mann Judd argues these investment vehicles “shouldn't be ignored”.
11/03/2014
Deutsche Skatbank, a division of VR-Bank Altenburger Land, is introducing negative interest rates.
11/03/2014
The Greek government is looking to make changes to its golden visa programme, allowing investors to obtain full Greek citizenship after seven years.
11/03/2014
Two of the banks that advised French advertising giant Publicis on its failed merger with US peer Omnicom have got a second bite at the cherry, advising the French company on its latest multibillion dollar acquisition.
11/02/2014
Leyne was accused of making "unauthorised deals" by Swiss hedge fund before his death in apparent suicide
11/01/2014
Bank to offer video service to top clients
A bank is set to offer a face-to-face video service for its top customers in a digital revolution which it claims is a first for the UK banking industry.
10/31/2014
Gay and lesbian CEOs may still be few in number—but the ranks of openly gay and lesbian millionaires and billionaires are growing rapidly. The announcement by Apple CEO Tim Cook on Thursday highlights just how rare it is for a Fortune 100 CEO to co
10/31/2014
Rivals say they are working to pick off Convergent Wealth Advisors clients following the apparent suicide of its former CEO and reports about irregularities at an outside fund he managed.
10/31/2014
Having a clear purpose is “worthless” unless every person in the organisation is engaged with it
10/31/2014
DBS interested in buying RBS's Coutts: CEO
"We will take a look at Coutts when it comes on the block," said DBS chief executive Piyush Gupta on Friday.