03/22/2012
Lerner's former associate targeting wirehouse advisers
Cabot has three people focused on recruiting advisers from Wall Street firms.
Wealth and Asset Management
03/22/2012
Analysis: Swiss banks still draw rich despite secrecy blows
Swiss bankers are on the defensive with their secretive industry under sustained attack for sheltering tax dodgers. Some cannot travel abroad for fear of arrest in tax investigations.
03/22/2012
How do Charitable Foundations Decide Their Longevity? - Coutts & Co
A new guide published by Coutts today explores the debate around the longevity of charitable foundations and the impact they have.
03/22/2012
Morgan Stanley announces new head of Swiss and Asian Wealth Unit
A Belgian national, has spent 14 years in management positions at the company, including spells as chief operating officer and head of international banking and products for Morgan Stanley’s wealth-management unit.
03/22/2012
Goldman Sachs launches 'muppet' hunt
Goldman Sachs has begun scanning internal emails for the term "muppet" and other evidence that employees referred to clients in derogatory ways, chief executive Lloyd Blankfein told partners in a conference call this week, according to people fa
03/21/2012
RBC opens new wealth management office in Raleigh
It is located at 4208 Six Forks Road in the North Hills area of the city.
03/21/2012
Wealthy Asians hungry for financial advice: study
Looking ahead, however, respondents placed a greater emphasis on advice, with 90% expecting financial companies to educate them in relation to investment and wealth strategies.
03/21/2012
Scotland’s premier private bank relocates HQ
The was founded in Edinburgh in 1983 by a group of influential Scottish business people who were committed to the core values of a traditional Scottish banking service.
03/21/2012
AMG makes a dramatic entry into wealth management arena
Founded in 1986 by Chief Executive Officer Michael Stolper, the firm is based in Newtown Square, Pa., and has 84 employees, including 36 investment advisory and 12 research professionals.
03/21/2012
Singapore investors bullish on Asia
Affluent Singaporean investors remain bullish on Asia, but see more potential in regions like the Middle East and Africa (MEA), as well as North and Latin America, in the longer term, according to a survey by Standard Chartered Bank and Scorpio Partnershi
03/21/2012
Wealth manager creates non-executive board as it targets growth
The Wealth Management (UK&I) Advisory Committee, chaired by Sir Nigel Rudd, is comprised of experienced leaders
03/21/2012
Pictet Asset Management launches free mutual funds app for iPad
The PAM app gives access to an easy-to-navigate platform from where users can find information quickly and research individual funds – from any location. Content can also be accessed offline.
03/21/2012
Coutts Appoints Asia Chairman
He will act as a senior ambassador for Coutts in the region, working closely with senior management on the strategic development of the business.
03/21/2012
Wooing Nigeria's wealthy
Nigeria's super rich are no strangers to conspicuous consumption, and there's no better way to flaunt your wealth than by buying a brand new European sports car.
03/21/2012
Swiss private bank partners with Australian wealth manager
HNW clients can receive advice on areas such as wealth management, estate planning, family business and philanthropy.
03/20/2012
Ultra Wealthy Say It Takes Work Ethic to Get Rich, Innovation to Stay There
Wealthy Agree on Importance of Innovation, Differ on Where It Should Come From
03/20/2012
Deutsche Bank publishes Annual Report 2011
Deutsche Bank has published its annual report for 2011.
03/20/2012
Societe Generale Private Banking launches innovative wealth management tool
Dialogue & Asset Allocation is an innovative approach created by Societe Generale Private Banking for managing its private clients' financial and non-financial assets
03/20/2012
Arbuthnot aborts Swiss venture, sells operation
The Board of Arbuthnot Banking Group PLC has today agreed terms for the sale of Arbuthnot AG.
03/20/2012
Credit Suisse to Hire for Wealth Management
Osama Abbasi, Asia Pacific chief executive officer at Credit Suisse Group AG, talks about the company's business strategy for the region and the Asian investment conference that the bank is hosting this week in Hong Kong.