10/09/2014
The United States and European Union -- of which Switzerland is not a member -- have repeatedly pushed the Alpine country to give ground as they try to crack down on tax cheats who stash cash abroad.
10/09/2014
Both the onshore and offshore banks in the region want to profit from the crucial challenge of cultural diversity, writes Eduardo Leeman, chief executive officer, Falcon Private Bank.
10/09/2014
Deutsche Bank has announced it will be withholding millions of euros worth of bonuses as part of a management-led change to the culture at the bank.
10/09/2014
UBS AG is tightening its rules on how employees can trade securities for personal accounts, telling staffers it wants to prevent potential abuses.
10/08/2014
Private banks in Asia could well be next under the spotlight as US authorities step up their campaign to clamp down on tax avoidance, according to Latham & Watkins.
10/08/2014
Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.
10/08/2014
Singapore and Hong Kong offer service quality, professionalism and expertise, writes Fouad Hamiyeh, head of UAE Offices, Crédit Agricole Private Banking.
10/08/2014
Wealth-X launched the Wealth-X and Arton Capital Philanthropy Report 2014 at the Global Citizen Forum in Toronto on 3 October 2014. Wealth-X CEO Mykolas Rambus presented findings from the report and David Friedman, Wealth-X President, spoke on a panel on
10/08/2014
The Global Residence and Citizenship Council and its founding members aim to create awareness of the standards in the global residence and citizenship industry and the due diligence governing these processes in order to ensure that they are maintained at
10/08/2014
The director general of the Association of Investment Companies has bemoaned the fact that a number of financial advisers are not offering investment companies to their clients, despite seeing the benefits and using them in their own portfolios.
10/07/2014
Swiss bank continues to sharpen its focus on private banking
Plans to reorganize asset management business
10/07/2014
The model appeals to young talent, and it obliges senior advisers to think of themselves less as stars and more as mentors.
10/07/2014
Arbuthnot Latham today celebrates the first anniversary of the opening of its Dubai international office.
10/07/2014
The acquisition will bring Vistra’s combined staff numbers in Geneva, Zürich and Zug to eighty four
10/07/2014
Morgan Stanley Private Wealth Management/Campden Wealth “Next Generation” Survey Looks at Families Ranging in Net Worth from $25 million to Over $100 MillionMost Next-Gen Wealthy Look to Manage Wealth the Old-Fashioned Way, Via Advisors
10/06/2014
With the acquisition, DBS said it now has S$88 billion in high net worth assets under management and S$129 billion in assets under management for all wealth customers.
10/06/2014
Banque Havilland acquires Liechtenstein private bank
The acquisition support the strategy of the Banque Havilland , build an international private banking group, which had specialized in high net worth individuals , particularly from regions with high growth potential .
10/06/2014
Splitska Banka, the subsidiary of the Societe Generale group in Croatia, is expanding its private banking offering for top-tier wealth management clients, supported by the expertise of Societe Generale Private Banking (SGPB).
10/06/2014
Only firms with the required capital, platform, profitability and a clear strategic focus will be successful in this competitive industry, writes the head of J.P. Morgan Private Bank for the Middle East.
10/06/2014
The full speaker line up has now been confirmed for Businesslife Events' Guernsey Trust Conference: ‘Trust is only the beginning’.