09/10/2013
Another Swiss private bank faces U.S. tax investigators
Private bank Rahn & Bodmer is under investigation by U.S. authorities.
Wealth and Asset Management
09/10/2013
IFA: Like or loathe SJP, copying it can help business
St James’s Place may not be every advisers’ cup of tea but its marketing and client retention rates are – according to some – to be emulated.
09/09/2013
World's Ultra Wealthy Population Reaches All-Time Record
Growth in North America and Europe, Asia Rebounds while Latin America Slips In Inaugural Wealth-X and UBS World Ultra Wealth Report
09/09/2013
Goldman said to ditch employees from private bank as they aren't wealthy enough
For years, Goldman allowed its current and former employees to use its private banking services.
09/08/2013
Leading Global bank to Review of Wealth-Management Business in Brazil
Royal Bank of Canada, the country’s largest lender, is undertaking a review of its wealth-management business in Brazil.
09/08/2013
Wealth Management Hiring: What Firms Want
Help wanted: Must have proven leadership ability, strong sales skills and big ideas.
09/08/2013
Shake-up looms in Singapore banking, wealth managers warn
Intense competition, a tendency for wealthy Asians to use multiple private bankers
09/08/2013
Walker Crips gets £6.6m boost
The net proceeds of the sale of the Shares will be used to drive our continuing strategy of growth and expansion
09/08/2013
The startup spicing up Britain’s wealth management industry
THE British public has long been accustomed to depositing their earnings in a bank account, or investing through an established stockbroker.
09/08/2013
Quilter Cheviot appoints Cogent to handle comms
Quilter Cheviot was formed from the merger of Quilter & Co Ltd and Cheviot Asset Management. CategoryPublic
09/08/2013
Leading wealth management firm Expands in Middle East
His responsibilities include overall management of the office and leading the development of key strategic relationships with prospective and existing clients in the Kingdom, such as sovereign wealth funds, central banks, pension funds, asset managers, o
09/08/2013
How High Net Worth Individuals Invest in Alts
David Bailin discusses alternative investing with Deirdre Bolton on Bloomberg Television's "Money Moves."
09/05/2013
FREE White Papers
The Wealth Report provides the definitive global perspective on prime property and wealth
09/05/2013
Brooks completes regional footprint with Leamington Spa office launch
The Warwickshire office will be headed by investment team director Mike Divers, who is relocating from London, and takes the number of regional offices up to 11 across the UK and Channel Islands.
09/04/2013
Wealth Managers Recoup Pre-Crisis Asset Levels
Advisors bear substantial reputational risk in determining how to proceed
09/04/2013
Foreign banks target Chinese wealthy
Overseas investment may become more of a choice for China's richest families as foreign private bankers are looking at offshore opportunities for their Chinese customers to avoid tougher regulations in the country, a PricewaterhouseCoopers survey sai
09/04/2013
Banks Relationship Managers Spending Less Time With Clients: PwC survey
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.
09/04/2013
UBS poised to unveil cuts and writedowns
The bank, one of hardest-hit in Europe by the financial meltdown
09/04/2013
Brewins, Brooks and Quilter Cheviot sign up to new DFM service
The firm said the new tool has been designed to enable financial advisers to consolidate their work
09/04/2013
Cheltenham wealth manager buys £60m client book
Cheltenham-based weatlh management firm has acquired the client book of Kent-based Valiant Financial Consultants Ltd