02/12/2016
Bank of the West Moves Upmarket
To be sure, competition for business is fierce, with countless firms fishing for a limited number of super rich clients.
Wealth and Asset Management
02/12/2016
You rang, m’lord? Manors add butler service for wealthy renters
Wealthy people can now access the full English country house experience with no strings attached
02/12/2016
Pictet sees profit dip in 2015 but rise in managed assets
Consolidated net profit in 2015 fell to 452 million Swiss francs ($462.64 million) but assets under management or custody rose by 2 billion francs to 437 billion francs.
02/11/2016
UBS and Bloomberg launch latest film starring the Lamborghini family
The Together campaign launched last September following an 18-month long rebrand of UBS to reflect a shift in strategy to focus on wealth management.
02/11/2016
HSBC Board Said to Meet Sunday to Mull Headquarters Decision
There is a chance the board will not reach a verdict and postpone the decision.
02/11/2016
Raiffeisen and Vontobel to continue collaboration
The existing cooperation agreement covering the period through to June 2017 will continue to apply until it expires.
02/11/2016
Novia Global signs distribution agreements
The Novia Global platform is supported by first class technology, provided by Australian software business GBST.
02/11/2016
Evercore announces the opening of Evercore Trust Company of Delaware
Darlene Marchesani is the Chief Trust Officer and Trust Counsel of Evercore Trust Company of Delaware
02/11/2016
Exeter-based wealth manager to launch DFM and platform proposition
“We have already received a high level of interest in the DFM service and are currently speaking to a number of quality advisory firms that are keen to join P1 and have a greater influence over the investment service they use for their clients.&rdqu
02/10/2016
PCR Launching Next-Generation Wealth Insight Products And Services
Private Client Resources, the leader in wealth data aggregation and reporting for ultra high net worth clients and investors, announced today the launch of a series of innovative new products and services.
02/10/2016
SJP under fire over system failure that left clients stranded
The system outage means written information on client Isa and unit trust holdings cannot be sent out to clients.
02/10/2016
Indonesia tax amnesty may lure home some of $280 bil reportedy stashed in Singapore
The scheme will offer the well-heeled incentives to bring money back to the country but it won't require taxpayers to repatriate their assets
02/10/2016
Oddo Seeks Businesses With German Lenders After Doubling Assets
Our idea is not to compete with the Sparkassen and Volksbanken, but rather to work together on a complementary basis.
02/10/2016
Credit Suisse boss says European banking panic is overdone
Tidjane Thiam said the Swiss bank’s balance sheet is stronger than ever
02/10/2016
UBS: Zeltner's zeal for private banking
Zeltner is smart and extremely likeable.
02/10/2016
WealthInitiative launches platform for real estate, art and passion investments
Real estate, art and passion investments such as classic cars, yachts or private jets represent a dynamic trillion dollar market.
02/10/2016
Leading fiduciary and fund administration firm makes another acquisition
Offering support services to companies moving abroad is a core business and of growing importance.
02/10/2016
RBC wins top awards for innovation in global private banking and wealth management survey
Survey results are based primarily on a peer ranking methodology.
02/10/2016
Private banking: Wealth managers struggle to define their identities
For many of the largest private banks 2015 was a year of restructuring and geographical retrenchment.
02/10/2016
What's Your Story? HNW Advisors May Need Better Marketing
The divide is caused by marketing that doesn’t tell the story behind the brand and by campaigns that fail to reach clients where they are, he said.