06/15/2016
The win marks the second victory for the bank, having taken home the award for the same category in 2014. Last year, Bordier was shortlisted for the ‘Pure Play Private Bank’ category.
06/15/2016
The new program, dubbed “premiere cash management,” includes online bill payment and checking, insurance and fraud monitoring services, Reuters writes.
06/15/2016
The advice firm, which has been operating since 2001, will become restricted and use funds from Quilter Cheviot and Old Mutual Global Investors.
06/14/2016
“I would not exclude inorganic moves, specifically in asset management,”
06/14/2016
Most managers can’t perceive their adoption of technology extending beyond tools to reduce administrative burden
06/14/2016
The rise of the wealthy woman provides opportunities for wealth managers – whether it is recalibrating investment portfolios or providing access to greater philanthropic services – women are storming up the wealth rankings and have subtly diff
06/14/2016
Asia has seen consolidation in the private banking industry as some Western players withdraw to focus on home markets, while smaller players struggle to compete amid higher technology and regulatory costs.
06/14/2016
Regulatory restrictions and a relatively less developed capital market have restricted some of the global banks in setting up onshore private banking presence to tap one of the world's fastest growing centres for millionaires.
06/14/2016
With a loan out corporation, the celebrity is an employee of the firm.
06/14/2016
The bank has since determined the division is no longer viable amid increased compliance reporting and regulatory capital costs.
06/14/2016
Welcome to the latest edition of Focus on Finance
06/14/2016
Documentary reveals the qualities behind multi-award winning Nedbank Private Wealth
Nedbank Private Wealth has once again announced strong growth in new business flows and profits, this time for the financial year ending 2015.
06/13/2016
Anyone who left in the next 12 months would be required to pay back the money in full.
06/13/2016
BNP Paribas´ efforts to expand custody and trustee services in Brazil include offering these services to current clients who hired rivals to oversee the registration and management of their holdings
06/13/2016
Vontobel expands business with private clients in Asia Pacific focus market – wealth management solutions from Vontobel are now also available to wealthy private clients in Australia
06/13/2016
The Santander managers will offer services such as tax planning, large home loans and discretionary wealth management.
06/13/2016
Arbuthnot turns down unsuitable wealth buy opportunities
On whether the added capital will be used to invest in the company or fund acquisitions, Henderson said: ‘It’ll be both.'
06/13/2016
Deutsche Bank was the principal player in these deals at the time," said Bach.
06/13/2016
Adviser consolidator acquires Maze Wealth
Received funding for expansion in June
06/10/2016
Room for rise in Asia of non-bank players with complementary ties to banks: UBS