03/01/2016
Insurance firm buys HNW specialist firm
Their investment in technology and efficient operating structures will enable us to gain wider and improved market and broker access for our bespoke products.
Wealth and Asset Management
03/01/2016
Banque Havilland acquires Banco Popolare Luxembourg
. Under the agreements , Banco Popolare Luxembourg has distributed reserves and repayment of equity to the shareholder Banco Popolare for a total amount of 52 million .
02/29/2016
Global search firm named International Recruitment Specialist Firm of the Year for Switzerland
Recognised for the second time in three years, the award reflects the firm’s commitment to delivering exceptional recruitment and executive search services in one of the world’s leading offshore financial centres, Switzerland and international
02/29/2016
The curious case of Islamic wealth
Islamic fund management segment, albeit a small component, is slowly developing.
02/29/2016
Falling Rand means Barclays to lose £400m on decade-long Absa investment
Just over a decade ago, in May 2005, Barclays Plc invested £2.6bn to acquire 56.4% of the Absa Group.
02/29/2016
Wealth managers aren’t creating much of it for investors
When it comes to wealth managers, Questor says avoid.
02/29/2016
Banks Eye Wealth Management To Replace Revenue
Matthews, a former Citibank and Smith Barney executive, warned the wealth management personnel in attendance to be ready to take a higher profile in their organizations where wealth management historically hasn’t had a big role.
02/29/2016
Gavignet leads EFG Bank to third successive EFG Sailing Arabia - The Tour title
After five legs of endurance provoking offshore legs in the Arabian Sea, EFG Bank (Monaco) retained the title.
02/26/2016
Fieldpoint Private Repeats at PAM Awards
Named 'Best Private Wealth Manager, Under $5 Billion'
02/26/2016
Coutts hit with £75m tax evasion penalties
Coutts was asked to conduct a review of its US related accounts and presented the results of the review to the DOJ on 23 December.
02/26/2016
Swiss banking giant charged with tax fraud and money laundering
A statement from prosecutors said: "The Swiss bank is suspected of having directly, and not via its Belgian subsidiary, approached Belgian clients to convince them to set up constructions aimed at evading taxes."
02/25/2016
See how Border et Cie's new office kills the ‘closed door’ view in private banking
In 2011, ID21 Singapore designed and built an award-winning office for Bordier et Cie.
02/25/2016
BNP Paribas Wealth Management ranked 5th “Best global Private bank” and honoured in 16 categories
These awards confirm our growing position worldwide where we are now ranked in the Top 5 by Euromoney
02/25/2016
PAM AWARDS 2016: Atlantic Trust Named Best Private Wealth Manager
The 2016 PAM Awards were announced earlier this week at a ceremony in New York. Eight firms were shortlisted for this award.
02/24/2016
There is a new category of super rich, and JPMorgan wants their money
There is a new jewel in JPMorgan's crown.
02/24/2016
The Uberization of Wealth Management
Uber transformed an existing service to meet the needs of a convenience-hungry generation.
02/24/2016
PAM AWARDS: Dynasty Financial Partners Wins 2016 Award
The Private Asset Management Awards recognize high performing investment firms and wealth advisors operating within the private asset management industry.
02/24/2016
Why is Asian private banking still attractive when everyone else is selling?
Despite current global economic dislocation, the Asian HNW segment is fundamentally sound and will continue to grow briskly over the next decade.
02/24/2016
What's a billion here there?
Despite tough times, Asia still provides rich pickings for private banks, according to some of the major players in the region.
02/24/2016
Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients
Firms Must Define Their Focus and Evolve Services, Structures and Delivery Models