04/15/2015
Wealth Managers Have Opportunity in Automated Advisory
Automated investment advisory services for individual investors have emerged as another pressure facing active investment managers, says Fitch Ratings.
04/15/2015
BMO Private Bank Asia wins Hong Kong and Singapore awards
BMO's Private Banking Operations in Asia Acknowledged for Their Solutions, Global and Local Expertise and Growth
04/15/2015
Charles Stanley Reveals GBP16 Million Fundraising
The company is looking to focus entirely on wealth management, meaning that the main parts of its securities and employee benefits businesses are up for sale.
04/15/2015
The Marque is rapidly building a powerful membership base in London, with growing interest in business capitals across the world.
04/15/2015
These changes will align more directly the Boston Private executive team with execution of the Company’s plan to become nationally recognized as a distinctive Wealth Management, Trust and Private Banking organization.
04/15/2015
Sallie Krawcheck: "Ask for the raise."
“When men negotiate, they’re focused on winning. When women negotiate, we’re focused on maintaining the relationship.”
04/15/2015
At today’s Annual General Meeting of Julius Baer Group Ltd. the shareholders passed all agenda items and proposals submitted by the Board of Directors.
04/15/2015
The move deviates significantly from a string of high-profile internal appointments that the London-based financial services group has made in the past two years.
04/14/2015
RBC must team up with early-stage companies to build the ‘bank of the future,’ says CEO
The bank will need to be part of a “thriving ecosystem” of entrepreneurs in order to innovate and “build the bank of the future,” he said.
04/14/2015
Guernsey presence felt at US estate planning conference
Guernsey's fiduciary sector was represented at a prominent international estate planning conference in the United States
04/14/2015
Wealth management matchmaker bags £500000 seed round
Some of the new investment will be used to fund the launch of findaWEALTHMANAGER.com in Asia.
04/14/2015
Citibank Says former VP of private banking arm ran off with trade secrets
The bank on Friday accused a former vice president of its private banking arm of soliciting former clients
04/14/2015
Vontobel Asset Management has revealed it will seek further growth opportunities after talks to take over Meriten Investments ended unsuccessfully.
04/14/2015
Celebrities share the same reluctance to pay taxes as the rest of us
04/14/2015
Swiss Private Bank UBP To Boost ME Operations After Coutts Buy
The Middle East currently accounts for 12 per cent of the bank’s global operations.
04/13/2015
Investment firms are not asking the right questions of their clients and may be at risk of losing assets if they fail to establish relationships now with the next generation
04/13/2015
When bankers buy private jets: hiring hots up at elite end of Asian banking by Simon Mortlock
Singapore’s ultra-wealthy population is set to grow by 54.3% by 2024 – the strongest rise among 108 cities globally, according to a March survey by Knight Frank.
04/13/2015
The acquisition is Bellpenny’s 25th, involving 100 active clients and £31m of funds under management.
04/13/2015
OECD Tax Policy expert added to Jersey Finance private client London conference programme
The conference, entitled ‘Mapping the Future’, will take place on Wednesday 13 May
04/12/2015
India's rich temples may open gold vaults for Modi
The two-century-old Shree Siddhivinayak temple in Mumbai devoted to the Hindu elephant-headed god Ganesha bristles with close circuit cameras and is guarded by 65 security officers.