11/28/2018
Santander in talks to acquire part of Julius Baer’s LatAm book
Among the 10 markets where it was looking to focus its growth efforts were Mexico, Chile, Brazil and Argentina.
Wealth and Asset Management
11/28/2018
The challenges for wealth firms offering a Tier 1 visa service
A number of wealth managers and private banks offer the service, though that number is dwindling.
11/28/2018
Chinese Banks Are Hiring People to Manage $930 Billion of Wealth
Foreign and Chinese banks target different skills in Hong Kong
11/28/2018
WH Ireland Group Plc Continues to progress its transformation programme
The last two months of this period saw a number of important changes, building on the work undertaken in recent years.
11/28/2018
Scotiabank to exit nine countries in Caribbean shake-up
Scotiabank's Global Banking and Markets Division acted as exclusive financial advisor to Scotiabank on both transactions.
11/28/2018
Brewin Dolphin annual profits rise 19% as total funds jump
Balance sheet remains strong, underpinning the delivery of our growth strategy.
11/28/2018
Here's what private bankers in Singapore can expect for their salaries and bonuses
And Cloud company Deskera secures US$60m funding.
11/28/2018
The Development of the Wealth Management Offering in Vietnam
The first perspective shed light on the retail segment, with a banker explaining that individual investors who traditionally placed money on mostly deposit with the banks have been branching out into investments.
11/28/2018
RBC earnings jump 17% beating market forecasts
Growth seen in retail banking and wealth management divisions
11/27/2018
RBC ups efforts to recruit women as advisors
The wealth management industry has attempted to attract more women as well as minorities into the profession, which has long been dominated by white men.
11/27/2018
Asia’s Growth Path and the Evolving Role of the Private Bank
But it is relevant and important to focus on what the other countries in the region are doing in the field of private banking, as that will no doubt be the direction in which Vietnam heads.”
11/27/2018
Personal Investor: When investing turns into wealth management
The most obvious shift from investing to risk management is reflected in how assets are split between equities and fixed income.
11/27/2018
Northern Capital Management Joins Kovitz Investment Group
The NCM team will remain intact and have access to additional resources, both financial and intellectual, through this transaction.
11/27/2018
Southeast Asia’s largest bank to double the number of private bankers in ME over 5 years
Dubai branch to serve as strategic hub for bank’s Middle East private banking arm
11/27/2018
Walker Crips profits fall due to market turbulence
This was driven largely by a fall in revenues of 1.9 per cent to £15.1m.
11/27/2018
Standard Chartered considers a simpler structure to control costs, will reveal plan with full-year result in February
Lender makes bulk of its income from its China and North Asia businesses
11/26/2018
The $200 trillion gold rush that reshaped private banking
China’s economic expansion produced an eruption in private wealth across Asia
11/26/2018
How to pass family heirlooms on to the next generation by Penny Lovell
Penny chats antiques with Eric Knowles from the BBC’s Antiques Roadshow
11/26/2018
Asian millionaires underserved by Private Banks
In contrast, the Middle East has just over 767 HNWIs per branch of a private bank or wealth manager.
11/26/2018
J. Safra Sarasin acquires Bank Hapoalim's Luxembourg and Swiss private bank
The acquisition includes the transfer of qualifying clients and their relationship management teams who are focused on private banking clients primarily from Europe and Israel.