09/18/2015
The Way of the Future: Technology and Branch Designs of the Modern Retail Bank
Many physical design and technology elements are intertwined such as drive through ATMs.
Wealth and Asset Management
09/17/2015
Long-running Aberdeen chair passes away
A chartered accountant by trade, Irby spent 27 years at ING Barings.
09/17/2015
Independent fund and corporate services provider to open new offshore office
Plans to offer a range of governance services to the international funds community with the office, scheduled to open before the year’s end.
09/17/2015
Does SJP have a fee transparency problem?
SJP told the newspaper clients are only interested in one overall charge which covers advice and fund management
09/17/2015
Meet the Hong Kong bankers cashing in on China’s market turmoil
Hong Kong has long been a global investment gateway for rich mainlanders
09/17/2015
Families Support Scepter with $14 Billion in Discretionary Assets
The board represents the assets of a number of Gulf and Asian ruling families and ultra-high-net-worth investors
09/17/2015
Swiss site shows where Americans are welcome
Where Americans Are Welcome-Expats lists banks and a range of business-related companies in Switzerland
09/17/2015
Generation Sceptic: Millennials Unconvinced of Wealth Management Outcomes
Almost one third (29%) of the UK’s HNWIs under the age of 40 believe that recommendations from their wealth management firm have not been in line with their risk tolerance, according to new research released today.
09/17/2015
Credit Suisse Seeks to Build Luxembourg Hub as EU Gateway
Pictet and Lombard Odier, Geneva’s two largest private banks, are also expanding their base in Luxembourg.
09/16/2015
BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI
BSI, founded in 1873, is one of Switzerland’s oldest banks.
09/16/2015
Why more investors are letting private banks decide what to do with their money
High-net-worth clients are increasingly choosing to let their private banks decide their investment strategies amid rising stock volatility
09/16/2015
HSBC Explores the Future of Wealth with Next Generation Family Business Leaders
Harnessing the next generation's energy and potential is a critical component of succession planning.
09/16/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.
09/16/2015
UBS CEO expects clarity on Swiss capital requirements in coming months
Switzerland is expected to hold off on outlining tougher capital requirements
09/15/2015
Banking Asia's rising philanthropy
To help her to structure the foundation and identify worthy charitable causes, she turned to Credit Suisse Private Bank’s philanthropy desk.
09/15/2015
Unmet Needs of High Net Worth Individuals in Asia-Pacific Drive New Opportunities in Wealth Management
Improved wealth manager training, digital tools, and lending solutions essential for firms, finds Asia-Pacific Wealth Report 2015
09/15/2015
Have too many private banks left it too late in Asia?
Many private banks are at a tipping point in Asia - and for some it already looks too late.
09/15/2015
Nine of world's biggest banks join to form blockchain partnership
It is the first time banks have come together to work on a shared way in which the technology that underpins bitcoin
09/15/2015
Bermuda Trust Companies Honoured In London
The STEP awards demonstrate the quality and experience of our Island-based trust firms and the high regard they are held in globally.
09/15/2015
Samena Capital founder sticks with merchant banking principles
Those are the qualities the merchant banks lived by