04/07/2016
Tax Havens, from Ancient Rome to Modern Panama
The Expansion of the Welfare State Has Coincided With the Rise of Tax Havens, Which Wouldn't Come as a Surprise to the Romans
Wealth and Asset Management
04/07/2016
Credit Suisse boosts local operation as investors turn bullish on Australia
Credit Suisse lured two bankers from UBS at the end of last year, Michael Stock who is head of investment banking and capital markets, and Simon Cox.
04/07/2016
Private Banking: An Untapped Money Machine
Moreover, wealth management delivered through the private banking division of banks is also very viable for middle-market commercial clients, as well as an array of other types of banking clients.
04/07/2016
HSBC to roll out simplified advice to investors with £15k
The move comes as banks prepare to return to the advice market after scrapping services following a series of hefty fines issued several years ago.
04/07/2016
Schroders under scrutiny over link with CPP founder
Schroders, which owns a 10 per cent stake in CPP, wrote to its board last month requesting the removal of four directors
04/07/2016
UBS: Young wealthy people seek social investments
Part of this is a growing trend among wealthier investors is to find investments that involve social impact.
04/06/2016
Creative Planning Joins Forces with Tony Robbins, Gupta Wealth Management
Number-One Ranked Independent Financial Advisor Aligns with America's #1 Life & Business Strategist and $1 Billion RIA
04/06/2016
Beware the overseas bandits of wealth management
This transparency forces them to be clear about their services and justify the value they provide.
04/06/2016
JM Finn head of research Geordie Kidston dies
Prior to joining JM Finn he worked at Mercury Asset Management before founding Ruffer Investment Management.
04/06/2016
New Trust Firm Opens in Hong Kong
Prior to joining Zedra, John Ashwood was the founding Managing Director of trust, fiduciary, fund and corporate services firm Vistra Hong Kong.
04/06/2016
Amid 1MDB probes, BSI suffers exits in Singapore and dispute over liability
Recent departures from BSI Bank Singapore have included the unit's head of compliance and an executive in its wealth management unit
04/06/2016
Credit Suisse Said to Cut 9 From Brazil Fixed-Income Business
Credit Suisse, led by Chief Executive Officer Tidjane Thiam, posted its biggest quarterly loss in seven years in February and later said it’s accelerating plans to cut 4,000 jobs.
04/06/2016
Anonymity is no longer a major reason for investors to put money offshore
Top reasons for wealthy clients to use offshore accounts were better returns and a wider choice of investments, while anonymity ranked eighth on the list, according to Hasli
04/05/2016
Wealth management firm merges with law firm for one-stop shop
The company - which has been rebranded as Progeny Wealth - form part of a new multi-service professional platform.
04/05/2016
Credit Suisse has high hopes for China
The drive is part of the Swiss bank’s renewed focus on Asia under the strategy of Tidjane Thiam, who took over last summer.
04/05/2016
Credit Suisse CEO Thiam targets bigger China presence
The CEO said he saw this as a natural development as the country transforms itself into a consumption-driven economy rather than one led by investment.
04/05/2016
New independent family wealth consultant launches in Hong Kong
Capital Solutions, a new independent consultancy providing holistic and integrated solutions for private wealth assets, has launched in Hong Kong.
04/05/2016
Queen’s bank and HSBC set up offshore companies
There is nothing unlawful about using offshore companies.
04/05/2016
EFG names advisers for BSI integration
The transaction is expected to close in the fourth quarter of 2016.
04/05/2016
UBS Wealth eyes alternatives top spot
UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.