10/08/2018
Brooks Macdonald expands footprint with East Anglia office opening
New base in Bury St Edmunds
Wealth and Asset Management
10/07/2018
Swiss Bank finally puts an end to account secrecy, starts sharing data
The Swiss government, in a statement, said, “The exchanged information allows the cantonal tax authorities to verify whether taxpayers have correctly declared their financial accounts abroad in their tax returns.”
10/07/2018
How New Members' Club The Conduit Plans To Change The World
Mayfair’s members’ clubs have always been the preserve of the powerful and wealthy, but at the new Conduit Club, membership requires a passion for social activism, too. Vogue gets a preview of a new London hub geared towards the great and the
10/05/2018
Asia's private-bank party on thin ice
That's added to the huge pile of Chinese money already parked there.
10/05/2018
Wealth managers count cost of U.S.-Chinese trade war on Asian business
The recent emerging markets crisis and the trade war have definitely led clients to adopt a little bit more risk-off mode
10/05/2018
Private Banker International Global Wealth Summit and Awards: One week to go
The PBI global awards recognise the best of these individuals and institutions in providing for the industry and its clients – high net worth individuals.
10/05/2018
Credit Suisse's Saudi Odyssey
The economic liberalization of the country would make it an attractive opportunity for banks, given its enormous oil wealth.
10/04/2018
Citi Private Bank Cements Atlanta Presence
Atlanta office to serve as headquarters for Carolinas, Georgia, Alabama, Tennessee and Kentucky operations
10/04/2018
DBS Private Bank Focuses on ESG to Win Over Asia’s Next Generation Clients
Catering to this flexibility in outlook and growing interest in new opportunities, DBS has been building and conveying its vision of ESG investing.
10/04/2018
Lombard International launches new protection solution for HNW's
Families are increasingly looking to protect against the associated risks of longer term succession planning, especially where family assets are held in multiple jurisdictions.
10/04/2018
Frosty Headwinds Hobble UBS and Credit Suisse
Then, UBS' shares briefly climbed over 20 Swiss francs (they are currently sidelined at 15 francs), only to shed more than 10 francs in the following year.
10/04/2018
OMGI re-brands as Merian Global Investors
The new name is inspired by the life of the scientist, artist and adventurer Maria Sibylla Merian.
10/04/2018
Merian Global Investors announces partnership with Shakespeare’s Globe
Central to the firm’s belief is an understanding of the value clients place on their investments delivering in line with their expectations.
10/03/2018
Morgan Stanley Wealth Management Eyes Corporate Retirement Account Holders
The Wall Street bank’s wealth management division is improving services for plan sponsor employees
10/03/2018
Henley & Partners Publishes Comprehensive Guides to Swiss and Austrian Relocation
Because of their high levels of human development and peace and stability, as well as their strong international ties, Austria and Switzerland consistently feature near the top of both the Henley Passport Index and the Henley & Partners – Kochen
10/03/2018
Banks rush to lower threshold of wealth management products
Actions are in response to new government regulations regarding commercial bank services to individuals
10/03/2018
Schroders to take lion's share of Scottish Widows portfolio
But for the UK asset manager there was always a question mark whether it was worth taking the whole portfolio, someone close to the negotiation told Insurance Asset Risk.
10/03/2018
Lifting the lid on private banks' profitability
While last year may have been a record one for private banks, a report from McKinsey suggests this sector of the wealth market has plenty to fret about.
10/02/2018
China’s Family Inheritance Report Released, Golden Age for Family Wealth Inheritance
Chinese high net-worth individuals no longer consider whether or not they should plan for inheritance.
10/02/2018
HFMC Wealth acquires Generic Financial Management for £3m
Will help cope with ever-increasing regulatory burden