12/15/2017
Santander to buy Deutsche Bank’s private and retail banking business in Poland
A total of 113 branches and 1,500 staff will migrate to Santander as part of the deal.
Wealth and Asset Management
12/15/2017
Low-hanging fruit in Switzerland
According to the World Wealth Report 2017, published by CapGemini, Switzerland’s HNW population grew two percent between 2015 and 2016
12/14/2017
In Asia, Julius Baer is Ready for its Close-Up
The effort has paid off: last year, the bank's profits topped 700 million Swiss francs.
12/14/2017
HNIs turn to family offices for wealth transfer
Succession planning has gained importance among the rich Indians.
12/14/2017
Highvern Trustees to set up fund services business
“Highvern has a strong reputation for providing expertise, high quality client relationships and continuity of service”
12/14/2017
Quilter Cheviot Investment Management receives Gold Standard Award for 2017
The company looks after £23bn of assets under management as at 30 September 2017.
12/14/2017
Look closer, and you’ll see charitable foundations are often not about giving
Examine the tax structure behind charitable foundations, and in some cases it turns out that the benefactor is the one to actually benefit
12/14/2017
Meet the Swiss Bankers Chasing After Israeli Millionaires
The Zurich-based Zwei Wealth Experts AG, founded by Patrick Müller and Klaus Wellershoff, chose Tel Aviv as the site of their first overseas office in 2017.
12/14/2017
Here’s $160 billion, yours free, no questions asked
The philanthropy discussed here goes beyond that call of duty, and there is plenty of wealth to share in this region.
12/14/2017
ASK Wealth Advisors – enhancing the investment process
Arora states that selling new products to clients and delivering long term value are not mutually exclusive at ASK Wealth Advisors.
12/14/2017
How to Accelerate Growth by Rebranding Your Advisory Practice
The wealth management space is constantly evolving, and you can’t afford to be left behind.
12/13/2017
Crunch time: Canaccord Genuity Wealth Management considers interest rate impact
Staying informed in an industry that’s constantly shifting isn’t easy, but being aware of changes as they’re happening can keep you ahead of the curve.
12/13/2017
Desjardins and CUMIS merge to create major Canadian wealth management firm
The transaction will create one of Canada's largest independent wealth management firm
12/13/2017
Swiss banking group invests in impact investing firm Aspiration
Since its inception in 2015 Aspiration’s customers have transacted more than $2bn.
12/12/2017
Winners of Private Banker International Switzerland Awards 2017 revealed
The Outstanding Family Office Proposition award went to Stonehage Fleming, while REYL & Cie took home the Outstanding Boutique Private Bank.
12/11/2017
Wealth Management in a Corporate Bank
The roll-out of investments at CBD is taking a top-down cascading strategy which is quite different from the strategy that banks tend to normally take.
12/11/2017
GUEST ARTICLE: 'Bah humbug!' by Penny Lovell
so let me start with a controversial statement that contradicts perceived wisdom: money can buy you happiness.
12/11/2017
The decline of the Swiss private bank
A clampdown on tax evasion is forcing the closure of many institutions
12/11/2017
EFG International successfully concludes BSI integration
The process included six legal integrations and nine IT migrations on a global basis
12/08/2017
Millennial-Led Advisory Leaves LPL's Corporate RIA
The new structure enables WWM to advance its long-term growth strategy.