11/25/2014
SPEAR'S Awards to Select Bankers for Millionaires
The names of the winners will be officially made public on 4 December at the Mossovet Theatre in Moscow.
11/25/2014
The names of the winners will be officially made public on 4 December at the Mossovet Theatre in Moscow.
11/25/2014
Coutts UK to be ringfenced from overseas sale
Royal Bank of Scotland will categorically rule out a potential bid for the whole of Coutts, its wealth management arm for affluent individuals, from Italian domestic lender Intesa Sanpaolo.
11/25/2014
UK Private bank account opens doors for ‘global’ citizens
South Africans who are not UK residents often require a formal introduction to a UK bank
11/25/2014
One of the big problems with wealth management is the way advisers make brave promises to win client accounts, but fail to live up to expectations as relationships develop.
11/25/2014
Investment Highlights Opportunity to Market Products and Services to Ultra Affluent Consumers
11/24/2014
LGT Hires Ex-Julius Baer Banker for Middle East Wealth Business
“We’re looking to hire experienced client advisers for the Middle East region,” Buri said. “Being the bank of the Prince of Liechtenstein is a story that resonates well there. They’re used to ruling families.”
11/24/2014
Merrill and Morgan battle in ‘wealth manage’ war
It’s the battle of the bulges.
11/24/2014
Korean rich should pay more tax: ADB
Korea’s redistribution of wealth through taxation is unbalanced
11/24/2014
Asian dynasties address wealth handover question
The survey found that only 13 per cent of the region’s billionaires owe all their fortune to inheritance
11/24/2014
Italian bank eyes UK's Coutts International
The bank’s chief executive said asset managers, insurers and private banks, were all in his sights, with expansion in the UK being a top priority.
11/24/2014
Strong growth moves Asia’s billionaires to top of the tree
As the world’s wealthy continues to grow richer at double-digit rates – and nowhere faster than in StanChart’s Asian heartland – it would seem there should be more than enough business for all those wishing to serve that growing ma
11/24/2014
Big is no longer always beautiful in private banking.
11/24/2014
China's rich visa-seekers are discovering alternatives to foreign investment visa schemes in the US, Canada and Australia, and are increasingly applying to Europe and the Commonwealth Caribbean.
11/24/2014
Europe’s centuries-old private banks have seen better times
Europe’s economy might be growing much more slowly than its US and Asian counterparts, but it still has solid fundamentals of wealth
11/23/2014
Hedge Fund Institutionalization: Are You Ready to Outsource Performance and Analytics by Denis Melekhov, SS&C
In the past, high net worth individuals have traditionally been the primary source of hedge funds’ assets and have been their catalyst for growth.
11/21/2014
Family-Owned Bank Continues Internation Acquisitions With Bahamas Buy
Over the last 12 months our Group has been developing an international network of locations from which we can best support the needs of our UHNW client base.
11/21/2014
Morgan Stanley now has the hottest wealth-management division on Wall Street
A Super-Tough Question Morgan Stanley Asks Bankers Who Want To Join Its Wealth-Management Team
11/21/2014
RBC to shake up wealth division and cut jobs
Royal Bank of Canada is shutting down its international client-wealth-management business in the Caribbean, along with some international advisory businesses in Canada and the United States, following a “strategic review.”
11/21/2014
UBS has said the creation of the holding company will probably reduce the amount of capital the bank has to hold under Swiss too-big-to-fail rules. The bank expects to return at least 25 Swiss centimes per share to stockholders of the new group.
11/21/2014
TMF Group Acquires leading provider of fiduciary services in South Africa
This deal provides the Company with a sizable platform from which to accelerate its growth strategy across Africa.