01/07/2014
Wealth-X announced today that it has been selected as a provider of global ultra high net worth (UHNW) intelligence for Savills’ high-end real estate business.
01/07/2014
Guernsey trust, funds and corporate services makes another acquisition
This is the fourth acquisition for the Group since its management buyout in July 2012 and major rebrand in early 2013.
01/07/2014
HSBC plans to give staff shares to avoid Brussels' new cap on bankers' bonuses
01/07/2014
RBC Dominion Securities, the retail brokerage arm of the Royal Bank of Canada, has emerged as the winner of the first major broker transfer of 2014.
01/06/2014
Commerzbank sees opportunity to expand wealth management business
Commerzbank's wealth management business has about 70,000 customers
01/06/2014
Asia’s new wealth is illiquid and no great source of profit; Consolidation inevitable among private banks
01/06/2014
The 202-year-old investment bank has set up a partnership for 48 of its most senior bankers as the final step of a drawn-out process to unite its French and British branches
01/06/2014
Asset managers should be adopting a simple New Year’s resolution for 2014. Speak up.
01/06/2014
Swiss wealth management boutique Falcon Private Bank announced today that it has reached an agreement to introduce its clients and certain employees of its Hong Kong branch to EFG Bank, the Asia business of the international private banking group EFG Inte
01/06/2014
The LLB Group has terminated Liechtensteinische Landesbank (Switzerland) Ltd.'s banking activities effective as of the end of 2013, as announced in March 2013.
01/06/2014
The development is managed by Brookfield Office Properties and Oxford Properties in partnership with the City of London Corporation, which owns the freehold. The development is scheduled to be completed by late 2016.
01/06/2014
FCA hires ex-Kleinwort Benson CEO as head of wealth management
He also previously worked at Merrill Lynch, SG Hambros, and Coutts.
01/03/2014
Guernsey-domiciled hedge fund firm TFM - which hunts out opportunities in assets and asset classes in believe to be ‘superior’ based on their track record and expertise bought the stake though its Tetragon Financial Group Master fund
01/03/2014
The largest U.S. banks reported their figures for 2012 as recently as this week under European disclosure rules that are part of a regulatory push to alter pay practices blamed for contributing to the 2008 financial crisis.
01/03/2014
The December and Q4 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
01/03/2014
Assets under management grew by $15.2 billion or 20.1% during the year and by $1.3 billion or 1.4% in the month of December 2013.
01/02/2014
How to Attract and Retain High New Worth Clients
He kept the clients who wanted a full suite of wealth management services. He moved the bulk of his book to other advisors.
01/02/2014
Antony Jenkins, chief executive of Barclays, has defended pay in the banking sector as he guest-edited the Today programme
01/02/2014
RHJ International Announces Spin-off of Ripplewood Merchant Banking Operations
In order to ensure the continuity of the business previously conducted by Kleinwort Benson Advisors AG, RHJI has licensed the name Kleinwort Benson Advisors LLC to the new entity for a period of seven years.
01/02/2014
FCA cracks down on fledgling wealth firm with £1.5m shortfall
London-based investment firm Hartmann Capital has applied to wind up after identifying a number of problems and being censured by the FCA.