04/02/2015
Swiss Private bank trims executive ranks of Americas wealth management unit
Two members of the firms's Wealth Management Americas' executive committee have stepped down
04/02/2015
British people and expats with accounts with international banks in the Channel Island of Jersey are facing confusion over a global clampdown on tax avoidance and money laundering
04/02/2015
The government of the British Virgin Islands (BVI) said it has no plans to establish a central register of true company owners
04/02/2015
Nikko Asset Management has entered into a partnership with Eurasia Group
04/02/2015
“Credit Suisse’s strengths historically have been in fixed income.”
04/02/2015
No more than 3% choose a fresh start.
04/02/2015
HSBC customers in India suspected of tax evasion have been given 30 days to nominate a legal representative in Switzerland
04/02/2015
UBP eyes Asia partnerships after Coutts deal
UBP's global head of private banking Michel Longhini is looking at partnerships for future expansion
04/02/2015
Several tax agreements and the Foreign Account Tax Compliance Act, and it has agreed to adopt the new OECD Common Reporting Standard based on the principle of automatic exchange of information.
04/02/2015
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar
04/02/2015
AFH Financial has acquired Nottingham-based IFA Clarendon Financial Solutions for £461,000.
04/02/2015
Standard Chartered PLC on April 1 announces further Board changes and several appointments to key leadership roles
04/02/2015
Paul was 52 years old and leaves behind his wife, four children and his extended family.
04/02/2015
Deutsche Asset & Wealth Management is targeting the ultra-high net worth market with a refocused business, following the sale of its Tilney regional office network last year
04/01/2015
Rich Insights: Michel Longhini, UBP’s Chief Of Private Banking
Wealth-X speaks with Union Bancaire Privée about buying the ex-UK business of The Queen's Bank, Coutts
04/01/2015
The people should decide
04/01/2015
Citigroup Inc. is targeting a 10 percent increase in its Asian wealth assets
04/01/2015
Tavistock also recently bought Standard Financial Group and its troubled adviser network Financial Ltd, following shareholder approval in February.
04/01/2015
UBS Wealth Management Americas is starting a new program this week to help finanical advisors who want to leave the business find new homes for their high-net-worth clients.
04/01/2015
Morgan Stanley gave James Gorman the biggest raise yet among Wall Street chief executive officers for last year, boosting his pay 25 percent to $22.5 million.