02/09/2015
The announcement comes in the wake of its 2015 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market” yet.
02/09/2015
Prediction that the nation will be third-largest economy by 2030 makes it attractive for new entrants in the business
02/09/2015
Hong Kong has overtaken Singapore to be the fifth largest wealth management centre in the world, a new report has shown.
02/09/2015
Succession, stress and other issues facing SE Asia's family businesses
Results of the survey found that just 58% of family-run businesses in Singapore have prepared themselves for succession
02/09/2015
This is an edited extract from a statement issued by HSBC responding to revelations of misconduct at its Swiss bank
02/09/2015
Standard Chartered Plc will shift its retail banking focus to affluent clients from ordinary customers and urge them to bank online as part of a broader restructuring led by embattled CEO Peter Sands
02/09/2015
Growing concern over co-investor risk is leading some buyers to turn away from pooled vehicles entirely in a bid to reclaim control of their investments.
02/09/2015
SNI could sell at least 19 percent of one of Morocco and Africa's biggest banks for an estimated 900 million euros ($1 billion)
02/09/2015
The business currently employs 21 advisers and is planning to expand on the back of growing demand for investment advice in the likes of France, Spain, Portugal, Malta and Cyprus.
02/08/2015
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.
02/07/2015
Banks based in Geneva, London, New York and the Channel Islands have long been the preferred service providers to Africa’s ultra-wealthy
02/07/2015
Justin Urquhart Stewart, a co-founder of Seven Investment Management, said he would not want to return to the ethic of a large corporation
02/07/2015
The Bank of Tax Cheats will be shown at 8.30pm on Monday.
02/06/2015
Butterfield Group today announced that it has received awards for Net-Worth-Specific Services for Super Affluent Clients in the Cayman Islands, and for Succession Planning Advice and Trusts in Guernsey in the 2015 Euromoney Private Banking and Wealth Mana
02/06/2015
The insurer's merger of its asset and wealth management divisions in the region is seen as an effort to cut costs and boost efficiency, following similar moves by banks in recent years.
02/06/2015
2 Canadian Banks Looked Into Buying Boston Private Bank
Two of Canada’s biggest banks looked at Boston Private Bank & Trust Co. as a potential acquisition target
02/06/2015
Despite running over £16.2 billion in assets, JO Hambro Capital Management remains a boutique in the eyes of chief executive Gavin Rochussen
02/06/2015
Assets under management in the UK wealth and asset management sectors are expected to rise 6.5% per year between 2015 and 2018
02/06/2015
One banker suggested the company could be sold for a £50m-£60m price tag, around 10-12 times earnings.
02/06/2015
Wealth manager European Wealth is building a profitable business with plenty of upside through potential earnings enhancing acquisitions, reckons broker Panmure, which has started covering the shares.