09/08/2014
Growth Capital: Nutmeg - tech take on wealth management that lets you start with just £1000
It’s heartbreaking to see how antiquated the wealth-management industry is
09/08/2014
Tilney Bestinvest finalises charity team plans
Company chief investment officer Gareth Lewis will have a strategic oversight role in investment strategy.
09/07/2014
Stockbroker snaps up private wealth unit
The land grab continues among the stockbroking community.
09/05/2014
Credit Suisse combines Europe private bank
Significant progress has been made in solving legacy cross-border tax matters with the aim to finalise by the end of 2015
09/05/2014
No more secrets - Swiss banks learn to shape up, not shut up
The key paradigm shift is that, in the old days, Swiss private banking imported clients
09/05/2014
Private bankers link training to take-up of funds
The structure that has been put in place to promote funds has been quite successful
09/05/2014
No more secrets - Swiss banks learn to shape up, not shut up
Switzerland's allure as a place to stash cash has been badly damaged by a U.S.-led campaign against tax cheats, and the country's roughly 140 private banks can no longer rely on a reputation for secrecy to attract wealthy customers.
09/05/2014
HSBC Private Bank moves Swiss trust business to Jersey
The bank will retain Swiss-based trust front offices in Geneva and Zurich, as HSBC Switzerland is a key international booking centre for its global private banking operations.
09/05/2014
Bob Diamond venture pays $270m for Africa bank stake
Atlas Mara ups stake in Union Bank of Nigeria to 29.9pc as it attempts to profit from African growth
09/05/2014
Scotiabank Realigns Global Wealth & Insurance to Take Business Closer to Customers
Insurance Canada and International Insurance will be realigned to the Canadian Banking and International Banking Business Lines respectively.
09/04/2014
The FCA is expected to reveal its findings at the end of September
09/04/2014
The bank’s largest wealth-management deal was its August 2011 purchase of a 41 percent stake in American Century Investments for $848 million.
09/04/2014
“Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions.”
09/04/2014
The Zurich-based firm said it’s focusing on a niche group of affluent Canadians whose financial needs aren’t being met by domestic banks or foreign companies with private-wealth operations.
09/04/2014
Leave it to Wall Street to come up with a new product that solves the “problem” of longer life spans
09/03/2014
A wealth manager is someone who wanted to be a banker, but didn’t have the personality for it
Disruption shakes up tradition-bound industry
09/03/2014
BLME and Bank Muamalat to collaborate on Islamic private banking
Bank of London and The Middle East plc (BLME) announced today that it has signed a Memorandum of Understanding (MoU) with Bank Muamalat Malaysia Berhad (Bank Muamalat).
09/03/2014
Citigroup to Make Up for EU Bonus Cap with Allowances
The move aims to compensate the officials for what they lose as a consequence of the latest EU rules.
09/03/2014
The choice to give the award to Tony Blair has baffled many - but has served to give an iota of relevance to the GQ Awards
09/03/2014
For the richest Australians, when they're not making money, the question is how to give it away?