09/17/2015
Swiss site shows where Americans are welcome
Where Americans Are Welcome-Expats lists banks and a range of business-related companies in Switzerland
Wealth and Asset Management
09/17/2015
Generation Sceptic: Millennials Unconvinced of Wealth Management Outcomes
Almost one third (29%) of the UK’s HNWIs under the age of 40 believe that recommendations from their wealth management firm have not been in line with their risk tolerance, according to new research released today.
09/17/2015
Credit Suisse Seeks to Build Luxembourg Hub as EU Gateway
Pictet and Lombard Odier, Geneva’s two largest private banks, are also expanding their base in Luxembourg.
09/16/2015
BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI
BSI, founded in 1873, is one of Switzerland’s oldest banks.
09/16/2015
Why more investors are letting private banks decide what to do with their money
High-net-worth clients are increasingly choosing to let their private banks decide their investment strategies amid rising stock volatility
09/16/2015
HSBC Explores the Future of Wealth with Next Generation Family Business Leaders
Harnessing the next generation's energy and potential is a critical component of succession planning.
09/16/2015
Single-Family Offices Are Increasingly Co-Investing With Institutional Investors
With more and more single-family offices controlling ever-greater wealth, some of them are expanding this trend.
09/16/2015
UBS CEO expects clarity on Swiss capital requirements in coming months
Switzerland is expected to hold off on outlining tougher capital requirements
09/15/2015
Banking Asia's rising philanthropy
To help her to structure the foundation and identify worthy charitable causes, she turned to Credit Suisse Private Bank’s philanthropy desk.
09/15/2015
Unmet Needs of High Net Worth Individuals in Asia-Pacific Drive New Opportunities in Wealth Management
Improved wealth manager training, digital tools, and lending solutions essential for firms, finds Asia-Pacific Wealth Report 2015
09/15/2015
Have too many private banks left it too late in Asia?
Many private banks are at a tipping point in Asia - and for some it already looks too late.
09/15/2015
Nine of world's biggest banks join to form blockchain partnership
It is the first time banks have come together to work on a shared way in which the technology that underpins bitcoin
09/15/2015
Bermuda Trust Companies Honoured In London
The STEP awards demonstrate the quality and experience of our Island-based trust firms and the high regard they are held in globally.
09/15/2015
Samena Capital founder sticks with merchant banking principles
Those are the qualities the merchant banks lived by
09/14/2015
Excellence is at heart of everything we do - Dermot Hamill, Canaccord Genuity Wealth Management
This year the company is sponsoring the award for Business Person of the Year.
09/14/2015
TD looks to expand U.S. wealth management presence through acquisitions: CEO
The lender is looking to buy assets or asset-generating units to leverage its balance sheet strength, while primarily staying focused on organic growth, he said.
09/14/2015
Credit Suisse Plans October Strategy Announcement
Chief Executive Officer Tidjane Thiam said in July he plans to shrink parts of the investment bank and focus on growth in Asia and wealth management, mirroring the approach of UBS Group AG, Credit Suisse’s larger rival.
09/14/2015
Credit Suisse plans to sell U.S. private bank
The newspaper cited "insiders" as saying the bank's U.S. private banking business had around 100 billion Swiss francs ($103 billion) under management but was not making progress there, unlike rival UBS
09/14/2015
Private banks told to overhaul fee structures
The upcoming Markets in Financial Instruments Directive is likely to ban wealth managers from receiving inducements (retrocessions) from product providers within discretionary mandates.
09/14/2015
UBS Wealth Management's rebirth delayed
The decision to spin-off the division came after UBS considered shutting it and wealth boss Mike Chisholm opted instead to lead a buyout of the local division.