04/07/2016
While an attractive business with strong growth potential, this Barclays WIM business, serving high net worth and ultra high net worth clients in Singapore and Hong Kong, was confirmed as no longer central to Barclays’ strategy and became part of Ba
04/07/2016
This partnership is based on the shared vision of building a business for the long-term, as rooted in Bedell Trust's DNA.
04/07/2016
They now see private banking as their next hunting ground.
04/07/2016
Banks see private banking as a revenue booster because the number of rich people in Asia is rising as economic growth outpaces that of the rest of the world.
04/07/2016
Under the new model, NAB Private will become a pure private banking proposition for HNW clients, offering specialised services such as, structured finance.
04/07/2016
As a result, Liontrust will acquire Argonaut's £169m European Income and £131m Enhanced Income funds, with manager Oliver Russ moving to the group.
04/07/2016
The Expansion of the Welfare State Has Coincided With the Rise of Tax Havens, Which Wouldn't Come as a Surprise to the Romans
04/07/2016
Credit Suisse lured two bankers from UBS at the end of last year, Michael Stock who is head of investment banking and capital markets, and Simon Cox.
04/07/2016
Moreover, wealth management delivered through the private banking division of banks is also very viable for middle-market commercial clients, as well as an array of other types of banking clients.
04/07/2016
The move comes as banks prepare to return to the advice market after scrapping services following a series of hefty fines issued several years ago.
04/07/2016
Schroders, which owns a 10 per cent stake in CPP, wrote to its board last month requesting the removal of four directors
04/07/2016
Part of this is a growing trend among wealthier investors is to find investments that involve social impact.
04/06/2016
Creative Planning Joins Forces with Tony Robbins, Gupta Wealth Management
Number-One Ranked Independent Financial Advisor Aligns with America's #1 Life & Business Strategist and $1 Billion RIA
04/06/2016
Beware the overseas bandits of wealth management
This transparency forces them to be clear about their services and justify the value they provide.
04/06/2016
JM Finn head of research Geordie Kidston dies
Prior to joining JM Finn he worked at Mercury Asset Management before founding Ruffer Investment Management.
04/06/2016
New Trust Firm Opens in Hong Kong
Prior to joining Zedra, John Ashwood was the founding Managing Director of trust, fiduciary, fund and corporate services firm Vistra Hong Kong.
04/06/2016
Recent departures from BSI Bank Singapore have included the unit's head of compliance and an executive in its wealth management unit
04/06/2016
Credit Suisse, led by Chief Executive Officer Tidjane Thiam, posted its biggest quarterly loss in seven years in February and later said it’s accelerating plans to cut 4,000 jobs.
04/06/2016
Top reasons for wealthy clients to use offshore accounts were better returns and a wider choice of investments, while anonymity ranked eighth on the list, according to Hasli
04/05/2016
Wealth management firm merges with law firm for one-stop shop
The company - which has been rebranded as Progeny Wealth - form part of a new multi-service professional platform.