12/07/2016
Super-rich paying less income tax despite HMRC 'crackdown'
The economy has been recovering, activity has increased and personal wealth should have grown too.
Wealth and Asset Management
12/07/2016
Wealth firm begins fresh buy spree with IFA acquisition
An initial amount of £157,500 was paid upon the completion of the acquisition from AFH’s cash resources.
12/07/2016
Credit Suisse Steps Up Cost Cuts as Revenue Eludes CEO Thiam
Both had previously targeted 2.1 billion francs in profit.
12/07/2016
Client demand and technology driving move to comprehensive wealth management
We can't let technology detract from relationships
12/06/2016
Nicola Wealth Management's CEO announced as one of Canada's Most Admired CEOs of 2016
NWM's corporate culture was recognized in 2015
12/06/2016
Veritas extends SEI wealth contract
As the industry continues to adjust to the broader technological upheaval impacting the market.
12/06/2016
Credit Suisse Group AG Plans More Swiss Job Cuts
The Swiss bank is expected to announce its future overhaul plans on Investors Day in London
12/06/2016
Investec puts emerging market equities on hold
The firm believes growth assets will gain support after the positive impact of the Donald Trump victory November, Stopford told Last Word's Fund Selector Asia on a recent trip to Hong Kong.
12/06/2016
BNP Paribas Wealth Management celebrates 40 years of Art Advisory
The team is active in the three main sectors of the art market: at auction, with galleries and at international art fairs and also negotiating private sales.
12/06/2016
ABN Amro to Sell $20 Billion of Asia, Middle East Banking Assets
LGT is a leading international private banking and asset management group.
12/06/2016
Driving diversity
The bank has a vast range of products to offer to help them achieve both these objectives.
12/06/2016
Hampden wins HNW business
The clients required a private banking partner that could provide a high level of personal service and also one that could handle their diverse financial arrangements.
12/05/2016
Asia's Wealth Industry Booting out Clients in Costly Clean-Up
The clean-up is mainly focused on problematic clients in the Asian financial hubs of Singapore and Hong Kong, which manage more than $1 trillion of managed assets combined.
12/05/2016
SPW Global High Quality Fund: Our winning strategy is to bet big, be dynamic... and hold lots of cash
A phalanx of investment funds are set up in this way in the hope of benefiting from the success of global brands spreading their wings further and generating higher profits.
12/05/2016
Safra National Bank of New York acquires Bank Hapoalim's Private Banking Business in Miami
The acquisition is expected to be completed during the course of the first quarter of 2017
12/05/2016
Julius Baer celebrates 40 years in Bahrain
Julius Baer announced the hiring of four relationship managers, thus doubling the number of RMs onsite
12/05/2016
Wealthy Americans have a new attitude about traveling and it should terrify hotel chains
Travelers want to sample a destination's food, take in its art scene, and go out where the locals do.
12/05/2016
Bank Hapoalim to sell Miami portfolio to Safra Bank
$16.5 million deal subject to regulatory approval; client services expected to be transferred by March 2017
12/05/2016
Netwealth partners for new private label
The feedback from our clients to date has been extremely positive, particularly around our ability to react quickly to changing market conditions and to better manage downside risk.
12/05/2016
HSBC to accelerate hiring in China next year, defying challenges
HSBC is starting its credit-card business in China on Monday after receiving regulatory approval to issue cards by itself, having previously done so in partnership with Bank of Communications Co.