09/30/2016
Credit Suisse Plans Middle East Growth as Millionaires Rise
Bank says number of millionaires in region rising to 500,000
Wealth and Asset Management
09/30/2016
RBS overhaul sees Adam & Co become Scottish ringfence
RBS will transfer most of its existing personal, private, business and commercial customers to Adam Co.
09/29/2016
Estera Director Recognised on Citywealth Leaders List
It’s an honour to be listed alongside several of my colleagues in the Citywealth Leaders List.
09/29/2016
Setting high standards for private bankers of tomorrow
Be opportunistic, even if it means leaving your comfort zone, in terms of location, new ventures and career change
09/29/2016
Credit Suisse Plans Middle East Growth as Millionaires Rise
The Middle East for us is a very relevant region, it’s a growth region
09/29/2016
UBS CEO says clients remained risk averse in third-quarter
UBS is the world's biggest wealth manager.
09/29/2016
Mauritius rides wave of Asian investment in Africa
Mauritius has a wonderful opportunity to act as a conduit to spur the growth of the African continent
09/28/2016
Vistra Cocktail Reception – Monaco Yacht Show
The team will be available for meetings during the event, with the highlight being the Vistra Cocktail Reception for clients and contacts on Wednesday 28 September 2016, the first day of the Monaco Yacht Show, at the Yacht Club de Monaco.
09/28/2016
Taking the pulse of the global ultra-wealthy: 8 key findings
Wealth-X discloses this finding in World Ultra Wealth Report 2015-2016, the 4th edition of an annual study.
09/28/2016
Major banks demonstrate how blockchain technology can improve syndicated loan market
R3 currently counts over 60 of the world’s largest financial institutions as members.
09/28/2016
Julius Baer wins Singapore share accumulator dispute
Julius Baer had contested the charges.
09/28/2016
JPMorgan just promoted a rising star in its biggest business
That unit will combine the wealth management businesses across asset management and consumer and community banking.
09/28/2016
Why to Consider a Team Approach to Wealth Management
Moving from a sole practitioner to a team is a good opportunity because it allows another person to see the client relationship from a fresh perspective.
09/28/2016
Wells Fargo Will Decide Soon on Clawing Back Pay From Its CEO
With some calling on him to resign and forfeit his earnings and hold other senior executives accountable.
09/28/2016
Allianz exploring options for its private bank OLB
Allianz confirmed in a statement it was exploring options for OLB.
09/28/2016
Close Brothers Asset Management profits down 19%
Our strong balance sheet and established business model give us confidence that we can continue to support our clients.
09/27/2016
More savers cashing in final salary pensions
An increasing number of final salary pension scheme members want to cash in their plans, according to Old Mutual Wealth
09/27/2016
Largest UBS Shareholder Voices Rare Rebuke
Lim Siong Guan, President of the GIC, made clear how displeased he was over UBS repeated involvement in financial scandals
09/27/2016
The Best Ways For Wealth Managers To Get Their Message Out
Just about every wealth manager has some form of collateral materials.
09/27/2016
Establishing a social plan for wealth creation
America is changing its racial demographic proportions, a real factor in elections, which were formerly decided exclusively by the majority white population.