12/30/2015
Earlier this year, after looking at several options, UBS opted to close the doors of its wealth management business in Australia to spawn Crestone, a spin-off that will begin operations in April.
12/30/2015
Last month, Collardi told Bloomberg News that "the moment is now" for investing further in China. Julius Baer is also reportedly among those interested in the Swiss unit of troubled Brazilian bank BTG Pactual and Barclays's Asian private we
12/30/2015
Fahd Iqbal, Head of Middle East Research, Credit Suisse says increasing regulatory pressure may lead private wealth management institutions to consolidate.
12/29/2015
Money managers for Asia’s wealthiest families say they’ll be looking elsewhere for returns after chasing the U.S. dollar’s gains in the past three years.
12/29/2015
Last October, the Caribbean island nation of St. Lucia announced it would launch a citizenship-by-investment program, or CIP.
12/29/2015
If governments around the world who have been helped by Hervé Falciani will not protect him, they would make themselves guilty of wilful blindness or of looking the other way while a whistleblower is legally crucified.
12/29/2015
Aberdeen Asia loses senior manager as it tackles underperformance
It’s partly down to him that the investment disciplines we uphold are well understood and practised across our team.
12/29/2015
The bank also expanded its asset management system by launching a new service called Citi Priority, targeting newly affluent people.
12/27/2015
Is Trading Places the best financial film ever ?
12/25/2015
The Opalesque 2015 Singapore Roundtable was sponsored by Eurex and took place end of 2015 in the Deutsche Boerse office in Singapore with:
12/24/2015
Swiss banks don’t want to deal with dirty money.
Switzerland changed its strategy just in time to actively participate in drafting the international standard for the exchange
12/24/2015
Best of 2015: Wealth Management in an Extreme World
We can focus on the myriad challenges facing the business of private wealth management
12/24/2015
'Unhelpful' advice labels should be reviewed - OMW
Old Mutual calls for the UK government to find ways to decrease the wealth management industry’s regulatory burden, in response to the Financial Advice Market Review.
12/24/2015
Top UK trust in last 25 years changes manager and cuts fees
The appointment of ICG as manager is an exciting new development for Graphite Enterprise which builds on our highly successful relationship with them for more than 25 years.
12/24/2015
What asset managers can learn from digital disrupters
There is growing discontent with current incumbents, and this remains a key factor in why investors are eschewing traditional investment management routes.
12/24/2015
The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.
12/24/2015
I am passionate about attracting more women to our industry
12/24/2015
Intertrust sells Cayman banking activities
The transaction will have no effect on Intertrust`s profitability going forward.
12/24/2015
The Future of Wealth Management
This is not to say that advisors should ignore the short term, but they’d be well served to pay more attention to where the industry is going long-term, or at least three to five years from now.
12/24/2015
There can be no assurances that any transaction will result from these matters and the Company intends to make no further announcements or comments regarding these matters unless the circumstances so warrant.