10/10/2014
South African financial services group Sweetens £650m Bid For Wealth Firm
A deal could be struck within a few weeks, continuing a shake-up of the City's wealth management landscape at a time of substantial regulatory change.
10/10/2014
“Nobody says Ferrari doesn’t make cars or is too small to exist"
10/10/2014
Both the onshore and offshore banks in the region want to profit from the crucial challenge of cultural diversity
10/10/2014
The speakers at these events reaffirmed already-established views, but they also did more.
10/10/2014
It forms part of RBS’s broader target to bring the cost/income ratio of its Commercial & Private Banking division, which houses Coutts, down to 60% via ‘an active programme of cost savings’.
10/10/2014
A little country with more to its repertoire than tax breaks
10/09/2014
That is where you’ll find the big discretionary managers will have much lower property exposure than we are able to have
10/09/2014
Investors are looking for growth in their portfolios
10/09/2014
The financial regulator is exploring tax and legal amendments to facilitate sharia-compliant wealth management
10/09/2014
The United States and European Union -- of which Switzerland is not a member -- have repeatedly pushed the Alpine country to give ground as they try to crack down on tax cheats who stash cash abroad.
10/09/2014
Both the onshore and offshore banks in the region want to profit from the crucial challenge of cultural diversity, writes Eduardo Leeman, chief executive officer, Falcon Private Bank.
10/09/2014
Deutsche Bank has announced it will be withholding millions of euros worth of bonuses as part of a management-led change to the culture at the bank.
10/09/2014
UBS AG is tightening its rules on how employees can trade securities for personal accounts, telling staffers it wants to prevent potential abuses.
10/08/2014
Private banks in Asia could well be next under the spotlight as US authorities step up their campaign to clamp down on tax avoidance, according to Latham & Watkins.
10/08/2014
Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.
10/08/2014
Singapore and Hong Kong offer service quality, professionalism and expertise, writes Fouad Hamiyeh, head of UAE Offices, Crédit Agricole Private Banking.
10/08/2014
Wealth-X launched the Wealth-X and Arton Capital Philanthropy Report 2014 at the Global Citizen Forum in Toronto on 3 October 2014. Wealth-X CEO Mykolas Rambus presented findings from the report and David Friedman, Wealth-X President, spoke on a panel on
10/08/2014
The Global Residence and Citizenship Council and its founding members aim to create awareness of the standards in the global residence and citizenship industry and the due diligence governing these processes in order to ensure that they are maintained at
10/08/2014
The director general of the Association of Investment Companies has bemoaned the fact that a number of financial advisers are not offering investment companies to their clients, despite seeing the benefits and using them in their own portfolios.
10/07/2014
Swiss bank continues to sharpen its focus on private banking
Plans to reorganize asset management business