05/07/2015
When High-Net-Worth Clients Want to Go DIY
Nearly 30% of high-net-worth investors — defined as those with $5 million or more to invest — think of themselves as managing their own money
05/07/2015
He will work with private clients, family offices, charities and trusts.
05/07/2015
We are going from strength to strength
05/06/2015
Westpac has revealed it is reviewing previous financial advice in the wake of several scandals across the industry that have engulfed its big four rivals.
05/06/2015
Swiss private bank appoints MD for Continental Europe business
He was with Coutts & Co Ltd previously, will assume the role in November.
05/06/2015
Duchy is an independent financial advisory business with offices in Truro and St Ives, Cornwall
05/06/2015
He has been chief executive of J. Safra Sarasin's Singapore office since 2013 and held roles for BNP Paribas's private bank in Switzerland and Asia before that.
05/06/2015
City stockbroker swoops for Charles Stanley's broking business
The group sold its financial solutions business last month and has closed several regional offices in an attempt to focus more closely on wealth management.
05/06/2015
A Florida art collector was shipping $50 million in artwork from his southern home to New York City for an exhibition when the truck carrying the works broke down on the highway
05/05/2015
Italians arrest ex-Swiss banker for 'tax fraud'
Authorities in Milan said on Monday that they have detained a former Swiss banker for allegedly helping wealthy Italian clients evade taxes and launder large sums of money, including the proceeds of embezzlement
05/05/2015
Is this a new golden age for London's private banks?
The ascendance of the super rich and crackdowns on foreign havens has been good news for Britain's bespoke financial institutions
05/05/2015
Royal Couple Welcome Newest Arrival, New Coin Celebrates Latest Addition
The Royal Mint have announced that a gold, silver and cupro-nickel crown coin has been issued which celebrates the newest arrival for the Duke & Duchess of Cambridge family, whose second child was born on the 2nd May.
05/05/2015
Swiss banking group now offers corporate advisory services
The Swiss banking group is expanding its range of services and now offers strategic advisory services to companies
05/05/2015
UBS CEO open to private banking buys, current prices a deterrent
The head of UBS on Tuesday said the Swiss bank was open to private banking acquisitions but described current prices for assets as a deterrent to possible deals
05/05/2015
HSBC: 'The UK has rejected the concept of universal banking'
Chief executive Stuart Gulliver gives further hints that bank will move abroad as bank's profits rise
05/05/2015
The purchase of Coutts International, which is based in Switzerland, is part of an aggressive expansion by UBP, but the bank is reliant on retaining key private bankers to make a success of the deal.
05/05/2015
The new springboard to a lucrative banking career in Hong Kong
If you’re a mainland-based financial professional aspiring to work for a global bank in Hong Kong, the wealth management sector is increasingly becoming a good launch pad to make the move.
05/05/2015
Fund administration company wins award for best brand launch
An expert panel of judges from both private banks and trusted advisors, supported by third-party specialists, chose the winners.
05/05/2015
How to Bring In HNW Clients' Outside Assets
When high-net-worth clients open accounts with financial advisors, they rarely transfer 100% of their assets to be managed by the newly hired firm.
05/05/2015
Private Banker International - London Award finalists announced
Now in its second year, the PBI London Awards, dedicated mainly to the UK and European markets, have been created to identify leading institutions that are setting new standards in the private banking and wealth management industry.