09/15/2013
A Very Asian Haven
Singapore retains distinctive Asian characteristics, so stop saying it’s like Switzerland
Wealth and Asset Management
09/15/2013
ANZ counts on Asia-Pacific to drive growth
Australian bank seeks to achieve targets by acquisitions and focusing on affluent customers
09/15/2013
Capital targets wealth managers with Europe relaunch
The firm has been expanding its salesforce, particularly in continental Europe.
09/15/2013
Julius Baer Integration Chief Says Merrill Transfer on Track
Julius Baer is making acquisitions to compete with larger UBS AG and Credit Suisse AG
09/15/2013
UBS AG : Private banks seek missing digital link with customers-UBS exec
It's fundamentally different and will have a disruptive effect on our business.
09/14/2013
Banks lock out Americans over new tax law
That's what banks around the world have been telling their U.S. customers.
09/12/2013
7IM applies platform charge to own funds
7IM says the new platform charge will be applied to its own funds from April 2014, alongside the incoming platform rules.
09/12/2013
US wealth market still attractive for Swiss banks: Vontobel CEO
The United States remains attractive for Swiss private banking as the number of wealthy clients outweighs any problems linked to a long-running battle over banking secrecy laws.
09/12/2013
Vontobel CEO Staub Sees Fewer Swiss Banks After U.S. Tax Probe
Hundreds of banks may be covered by the U.S. plan to punish firms that used accounts to help American clients evade the Internal Revenue Service.
09/12/2013
Julius Baer joins Team Tilt
Team Tilt is proud to welcome Julius Baer as a sponsor to the team.
09/11/2013
France's No. 2 listed bank said to explore sale of Asia private bank
The sources declined to be identified as the discussions are confidential.
09/11/2013
The 23rd annual Private Banker International Summit and Global Wealth Awards 2013
Hear from leading experts about the threats and opportunities in wealth management
09/11/2013
Apcims looks to rebrand as Wealth Management Association
Apcims adds it has already secured the rights to a new trademark and the name Wealth Management Association.
09/11/2013
Standard Chartered, United Overseas Bank and DBS Eyeing SocGen's Asia Private Bank
Reuters' sources also said that both global lenders and top Asian banks could be interested in SocGen's private bank in Asia.
09/11/2013
Bank of Ireland seeks reduction in private banking jobs
However, she declined to confirm how many redundancies were being targeted in the division, or to state what the ultimate target number for redundancies across Bank of Ireland would be.
09/11/2013
Report foresees banks exiting wealth management units in Asia
rowing number of high net worth individuals in the region was challenging small private lenders which did not have enough assets to rival those of global banks and even local banks.
09/10/2013
Name change to support growth in Wealth
“Wealth management is a key priority for ANZ and we have a clear strategy to grow our share of the wealth market here in New Zealand.
09/10/2013
Brooks Macdonald profits up 22%
Brooks Macdonald Group plc ("Brooks Macdonald" or the "Group"), the AIM listed integrated wealth management group, today announces its results for the year ended 30 June 2013.
09/10/2013
Sussex advisers leave Ashley Law and launch Juno brand
Sussex-based husband and wife Tracey and Derek Evans have left national IFA Ashley Law and rebranded their firm as Juno Wealth Management.
09/10/2013
SJP switches management across three funds
St James’s Place has made a number of management changes across three of its funds as First State head of global emerging markets Jonthan Asante moves onto its Worldwide Opportunities and Worldwide Managed portfolios.