02/04/2015
Atlantic Trust Recognized for Excellence in Investments for Fourth Straight Year
Firm named Best Multi-Family Office-Overall-New Product by Private Asset Management magazine
Wealth and Asset Management
02/03/2015
Julius Baer Isn’t for Sale, Chief Executive Collardi Says
Julius Baer shares jumped 8.6 percent to 40.84 Swiss francs, the biggest rally in more than five years, after the Zurich-based firm reported an almost doubling in 2014 profit and increased its dividend.
02/03/2015
Under the bonnet of the UK's newest wealth firm
Mediobanca’s new wealth management unit is targeting growth of £1 billion in assets within three years
02/03/2015
Hawksford Group expands Asian corporate presence with move into Hong Kong
The move follows the successful launch into Singapore last year, when the group bought Janus Corporate Solutions, and is part of a wider strategy to grow the company into an internationally recognised corporate, funds and private client company.
02/02/2015
Van Lanschot says chairman of Kempen & Co unit resigns
John Hak will conclude his activities in the coming period and will leave Kempen on 1 March 2015.
02/02/2015
Towry bids to buy Ashcourt Rowan in £97m deal
The offer represents Towry's biggest deal since its ill-fated acquisition of stockbroker Edward Jones for £1 in 2009.
02/02/2015
Is private banking shifting from Switzerland to Hong Kong and Singapore?
As the wealth of Asia-Pacific's high-net-worth individuals continues to swell, so too does the size and reputation of the region's private banking industry.
02/02/2015
Accountants As Wealth Managers
Accountants who effectively deliver wealth management solutions with a deep understanding of their clientele can dramatically, if not exponentially, increase profits at their firms.
02/02/2015
The world’s wealthy still consider Switzerland the best place to park their riches
This confirms Switzerland as being ahead of Britain ($1.7 trillion) and the United States ($1.4 trillion) as the world’s leading destination of cross-border wealth management.
02/02/2015
Ultra-Wealthy Inheritors Are Planning To Directly Invest In Companies
Clearly, deal making by the ultra-wealthy appears to be a constant
02/01/2015
Premium financing for HNWIs, family offices and companies
Premium financing has eased the process of obtaining life insurance for wealthy parties. Appleby Group advises on its technicalities
02/01/2015
WMA joins forces with NCA to fight wealth cyber crime
The Wealth Management Association (WMA) is working closely with the National Crime Agency (NCA) to help wealth managers address the growing issue of cyber crime
02/01/2015
Asia's rich outpace growth in private bankers
"There is a serious talent gap problem because Asia, particularly China, has a lot of increasingly wealthy people who need private bank services," he said. "However, most private banks traditionally based their biggest teams in the US or Eu
01/30/2015
Canaccord Genuity expands global footprint with presence in Dubai
Since joining the firm in 2005, Sachin has been actively involved with the firm's cross border M&A activity between Canada and the Indian subcontinent and Middle East.
01/30/2015
How Cypriot Banks Are Luring Investors From New York and Moscow
The Moet & Chandon was flowing, as Victor Kislyi, the 38-year-old Belarusian founder and chief executive officer of Wargaming Pcl, mingled with members of the board of Hellenic Bank Pcl, in which Wargaming owns a 26 percent stake.
01/30/2015
Franc’s Surge Leaves Swiss Private Bankers Facing Pay Cuts
Switzerland’s private banks are under pressure to cut pay and jobs as the surge in the country’s currency raises costs for companies already hurt by dwindling assets.
01/29/2015
Super-Rich Families Take On Risk To Delight Of Investment Bankers
The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers
01/29/2015
RBC Wealth Management named Jersey Trust Company of the Year
RBC Wealth Management has been named ‘Trust Company of the Year, Jersey’ at the Citywealth International Financial Centre (IFC) Awards
01/29/2015
Jersey maintains leading position for high value corporate listings as global market capitalisation rises
The latest figures show that there are now a total of 110 Jersey companies listed on exchanges around the world, reflecting growth of 13% on 2013 figures, whilst the total market capitalisation of those companies rose by around 62% year-on-year to £
01/29/2015
Asia's rich chase dollar rally as volatility haven
Asia's wealthiest families are snapping up dollars as a haven from the volatility plaguing financial markets