02/26/2015
Private Wealth Management Professional Track will be held for the first time on October 18-21, 2015 at Wharton’s Philadelphia campus, and is led by some of Wharton’s most esteemed finance faculty and IPI founder Charlotte Beyer.
02/26/2015
Swiss-based global private banking group to expand business in Bermuda
The Swiss-based global private banking group operates from 30 locations worldwide, including the Bahamas and Cayman, and has around 2000 employees.
02/25/2015
First comes the boutique investment bank, then comes the boutique bank merger.
02/25/2015
JPMorgan has acknowledged that it simply can't afford to screw up anymore.
02/25/2015
Vestra Wealth’s founding partner David Scott became a Wealth Manager cover star a year after what he admits was a ‘difficult birth’ for the then fledging company.
02/25/2015
Underlying net profit attributable to ordinary shareholders was CHF 130.7 million, up 18% from CHF 111.2 million a year earlier
02/25/2015
Swiss private bank EFG International said on Wednesday it expects a far lower than expected U.S. fine after coming clean on helping wealthy Americans evade taxes, indicating it is close to ending the long-running investigation.
02/25/2015
Old Mutual Wealth has been completed its buy of Quilter Cheviot after the receiving the green light from the regulator
02/24/2015
Swiss, Italy Settle Tax Dispute as Ministers Sign Agreement
Swiss Finance Minister Eveline Widmer-Schlumpf and her Italian counterpart Pier Carlo Padoan agreed to resolve the two countries’ long-running dispute over undeclared funds in Swiss banks.
02/24/2015
Deutsche Casts Wider Net for Asia’s Wealthy
Asset and wealth management head Ravi Raju wants to tap into the generational change in wealth
02/24/2015
Künker Berlin Sale Reaches Total Hammer Price of 8.6 Million Euros
The Berlin Auction of January 29, 2015 on the occasion of the World Money Fair proved that the market for fresh material in highest quality is more than strong. A total of 1,073 lots with an estimate of 6.5 million euros reached a total hammer price of 8.
02/24/2015
Stifel to buy wealth manager
The acquisition will add 730 financial advisers, boosting Stifel’s headcount of wealth management professionals by 35% to more than 2,800.
02/24/2015
Judges Announce Shortlist For WealthBriefing European Awards 2015
Categories cover a wide spectrum, from private banking, private investment offices through to law firms and investment managers. Individuals as well as teams and organisations will be honoured at the occasion.
02/24/2015
Jean-Paul Petoud of Emirates Investment Bank highlights importance of quality of service and innovation for Dubai's private banks
Speaking today at Dubai Forward, the annual strategic conference focused on Dubai as a financial and wealth management centre, Mr Petoud explained that as personal wealth grows across the Middle East,Dubai will become increasingly attractive as a jurisdi
02/24/2015
There is a wide range of advice models.
02/23/2015
Deutsche Bank will take part in a $5 million buyout of wealth management division
Due diligence is expected to be completed by the end of March and and shareholder and regulatory approval completed by the end of the financial year.
02/23/2015
Rothschild to pay bonuses early
A final decision on the timing of bonuses is expected to be taken before the Rothschild group’s year end on March 31
02/23/2015
Wealth management failings hit Big Four’s ‘share of wallet’
Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia's Big Four banks
02/23/2015
CIBC Tops International Global Banking Awards
CIBC is renowned for its cutting edge approach - including being first to market with many key innovations in recent years.
02/23/2015
Towry offers £2.75 for Ashcourt Rowan shares
The two companies claimed that combined they will be one of the top 20 players in the UK private wealth market by assets under management.