02/10/2014
Credit Suisse Private Banking Americas Hosts Fifth Annual Entrepreneur Summit, "Turning Ideas into Action"
Approximately 50 ultra-high net worth entrepreneurs participated in this exclusive event focused on the theme of "Turning Ideas into Action.
02/10/2014
Big Chinese Internet Companies Are Competing Head On Against Chinese Banks
In the absence of higher returns on their savings, households searching for yield continue to seek out wealth management products and other financial products.
02/10/2014
Assets managed around the world will rise from $63.9 trillion today to $101.7 trillion in just six years, led by growing riches in emerging markets and the expansion of sovereign funds
02/10/2014
Lombard International Assurance launches flexible legacy plan
“These wealthy people are looking to make a tax efficient gift to their loved ones, but with some strings attached.
02/10/2014
Middle East investors turn to Switzerland for wealth management services
Crucial factors such as banking secrecy, diverse investment products and services have contributed to Switzerland remaining a premier offshore haven for the Middle Eastern investors, according to a leading Swiss-based asset manager specializing in the Mid
02/10/2014
Zug based wealth manager to present at Shorex Moscow
To be a featured roundtable discussion facilitator and presenter at the Shorex Wealth Management Forum in Moscow, Russia.
02/10/2014
Barclays Plc posted a full-year profit that missed analysts’ estimates. Chief Executive Officer Antony Jenkins’s complete makeover of Britain’s second-biggest bank was impaired by litigation and compensation charges.
02/07/2014
CSI, AIWM bring leading wealth management designation to North America
The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics
02/07/2014
Ten Principles for Good Wealth Management
There are many definitions for family offices. What most could agree on is that they manage the complex needs of very wealthy families with liquid assets above USD 100 million.
02/07/2014
Millionaire Investors Name Real Estate as Most Popular Alternative Asset Class by Wide Margin
Investors Who Work With Advisors Say They Are More Knowledgeable About AlternativesMorgan Stanley Wealth Management Investor Pulse Poll Finds That Physical Assets Dominate List of Alternative Asset Classes Investors Own or Intend to Purchase
02/07/2014
UBS is beating Credit Suisse in the race to see who can shrink the fastest
UBS AG sold 2 billion euros of contingent capital bonds as the cost of insuring against losses on financial debt fell for a third day.
02/07/2014
Societe Generale Private Banking named “best private bank in Europe for structured products” for the 10th consecutive year
Societe Generale Private Banking has been named "Best Private Bank in Western Europe for Structured Products" by Euromoney* magazine for the 10th year running.
02/07/2014
Online Investing Can Transform Wealth Management
Online investment advisers like Covestor have the ability to make a significant impact on the wealth management industry as we know it.
02/07/2014
Global players reinforce leadership in wealth management as costs rise - Euromoney Research
Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.
02/07/2014
Vontobel Says Full-Year Profit Slips After One-Time Charges
In Private Banking, it is using its enhanced profitability to achieve targeted growth
02/07/2014
Deutsche Bank will be looking to capitalise on this candidate movement by cherry picking senior bankers.
02/07/2014
How SA's mega-rich make their money
The company's research shows that South Africa is the wealthiest country on the continent of Africa.
02/06/2014
Investec Wealth & Investment sees £1.1bn net inflows
Investec Wealth & Investment, led by Jonathan Wragg, saw net inflows of £1.1 billion in the nine months to the end of December with the group’s asset management arm attracting £2 billion.
02/06/2014
Legal costs hold back Credit Suisse profits
Profits at Swiss bank Credit Suisse have been held back by the cost of fighting legal battles with the US.
02/06/2014
Credit Suisse retains Best Private Bank award
Credit Suisse has been named Best Private Bank in Guernsey for the sixth consecutive year by Euromoney magazine.