10/19/2014
RBC Wealth Management's global leadership recognized with two prestigious industry awards
Awards acknowledge best-in-class client service, wealth planning and trust offerings
10/19/2014
New asset booking centers add to competitive pressures
10/17/2014
However, the firm traditionally works with clients who invest $1 million or more in assets
10/17/2014
The deal will increase Old Mutual's exposure to the lucrative wealth management market, which is forecast to grow by between 6 and 8 percent a year.
10/17/2014
Asian banks garnered a record 13.2 per cent share of these assets from 11.5 per cent in 2012.
10/17/2014
Swiss private bank eyes HK tie-up, mulls new offices
The Swiss firm is looking to do a tie-up or acquisition in Hong Kong to expand its regional presence and is mulling further offices, potentially in Singapore and Japan
10/17/2014
Cambridgeshire based, Beacon Wealth Management Ltd, has been shortlisted for an East of England Business Champions Award. This time, the Independent Financial Advisers have been selected for the Cambridgeshire Business Champions Award recognising Beacon a
10/16/2014
Imagine a world in which suave private bankers have been replaced by algorithms and mobile phone app
Mobile digital private banking on the move is already a reality.
10/16/2014
Each of these parts contributes to a specific value-added competency, hence we must strive to enhance the regional wealth management industry
10/16/2014
While private bankers in Hong Kong and Singapore can’t simply pick and choose their employers, their opinions carry more clout than in most other parts of financial services – demand for revenue-generators in Asian private banking outstrips su
10/16/2014
The U.S. voluntary disclosure program for Swiss banks to avoid prosecution for fostering tax evasion through cross-border accounts held by U.S. clients divides banks into four categories.
10/15/2014
A team from The Bahamas is set to speak at the Private Wealth Latin America & The Caribbean Forum October 23-24 at the InterContinental Hotel in Miami, Florida.
10/15/2014
A strong entrepreneurial spirit has made Chinese high-net-worth individuals (HNWIs) dangerously overconfident about meeting unrealistic investment goals, warn executives at Julius Baer.
10/15/2014
The event, in aid of Macmillan Cancer Support, was as much a networking event as a fundraiser, with old friends catching up over grouse baps and Laurent-Perrier.
10/15/2014
The event, ‘Partnership advantage – Guernsey wealth management services explained’, was chaired by Wendy Weng, Guernsey Finance’s representative in Shanghai
10/14/2014
PwC Wins Partner Innovation Award
"Our clients' successes are our success. From strategy through execution, we are committed to helping organizations drive transformation to improve overall customer experience in today's new digital arena.
10/14/2014
The financial industry, despite its bad reputation, can do a lot of good in the world. But it has defined itself about money and not about meaning at all," she says
10/14/2014
Offers a high quality, cost-effective way for advisers to manage client assets with a minimum investment of £1,000.
10/14/2014
The changes to the SIV will take effect during 2014/15 while the Premium Investor Visa will be introduced from July 1. Read more: http://www.businessinsider.com/r-australia-to-ease-immigration-rules-for-chinese-millionaires-2014-10#ixzz3GA95RqAh
10/13/2014
AGDelta, a leading provider of wealth management platform solutions in Asia, won three awards for Best Front Office Solution at the 2014 WealthBriefingAsia Singapore on May 29th and Hong Kong Awards on June 5th respectively, as well as Best Wealth Managem