02/23/2016
Saxo Bank continues to use F1 exposure
Formula One is a sport that fits our brand perfectly because of the continued commitment to innovation and strength of technology that is needed to be successful
Wealth and Asset Management
02/23/2016
The Spectrem Affluent Investor Confidence Index Year in Review: How Did 2015 Impact How Affluent Will Invest This Year?
There were only two months last year when the Spectrem Affluent Investor Confidence Index was in positive double digits or “mildly bearish.
02/22/2016
QNB Private Banking recognised by Euromoney magazine
QNB Private is the first private bank to be established in Qatar and has since become the trusted financial partner for those who value a personal and discrete banking experience.
02/22/2016
EFG to buy BSI for US$1.3 billion
EFG International today announced that it is to acquire the Lugano-based private bank BSI, according to an agreement signed on 21 February 2016 with BSI’s sole shareholder BTG Pactual.
02/22/2016
HNW client base from China increasing in Hong Kong, BEA says
High-net-worth individuals in China are looking to Hong Kong as a reliable centre to manage their wealth
02/22/2016
Edmond de Rothschild AM unveils major funds push
All the funds have been fully transitioned to Luxembourg and come in the wake of a ‘pilot project’
02/22/2016
Santander named 'Best Private Bank' in Chile and Portugal by Euromoney
Santander Private Banking offers services to customers in Brazil, Chile, Italy, Mexico, Portugal and Spain
02/22/2016
Lombard Odier Wins Two Swiss Awards 2016
They also confirm the relevance of our Swiss offering, offering, a global, integrated solution for the personalised management of our clients’ portfolios and retirement planning.
02/22/2016
Guardian Wealth Management exits Qatar after six years
Guardian Wealth Management is to close its office in Qatar after a “strategic review” of the Middle East, shortly after gaining a broker licence with the region’s Insurance Authority in January this year.
02/22/2016
Rathbones’ Mike Webb on his reputation as a turnaround king
In 1986 he followed his father’s footsteps into finance, joining Hambros Bank.
02/21/2016
Berlusconi Seeks Investments From Asian Millionaires
Mr. Bee negotiations broken down, now AC Milan require other alternatives
02/21/2016
The private banking and wealth management industry continues to sit in judgment on itself
CX: The most important wealth award
02/19/2016
Investec branches out with Cork quayside office
Ciaran Whelan of Investec said “As a business, we’ve grown significantly in Ireland over the past five years providing competitive, value-added specialist services for corporate, SME and wealth management clients.
02/19/2016
Winners Of WealthBriefing Swiss Awards 2016
Here are winners of this year's awards at the annual WealthBriefing gala event in Geneva.
02/19/2016
Private bankers rushing for certification, says Hong Kong WM association
We expect numbers to grow in 2016
02/19/2016
EFG says in exclusive BSI talks, no decision yet made
BTG Pactual in relation to a potential acquisition of BSI and that a decision is imminent.
02/19/2016
Financial sector gets new investment
Saint Lucia’s burgeoning international financial sector received a further boost this week.
02/18/2016
Specialist asset management firm secures rare triple for third consecutive year
The announcement comes in the wake of its 2016 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market.”
02/18/2016
Wealth managers to be excluded from HSBC pay rises
The latest change was first reported by the Financial Times on Wednesday.
02/18/2016
Five years of service excellence and technology innovation - Multrees Investor Services
Multrees Investor Services, a leading independent custody and consolidated reporting specialist for wealth managers and family offices, is celebrating its five year anniversary this month.