09/01/2015
Citibank today announced the launch of Citi Priority, a new client segment targeting the emerging affluent, with a digitalized, convenient, simple and efficient banking experience to equip aspirational and financially progressive clients with better contr
08/31/2015
The acquisition was entirely financed by internal resources, demonstrating the SYZ Group's sound financial position.
08/31/2015
“We are delighted that, as an independent firm, we have the freedom and ability to choose any strategic partner firms – from institutional research to world-class custodians – to give our clients a heightened level of service and a broad
08/31/2015
It’s rewarding to be recognized by the Financial Times for our commitment to putting our clients’ needs, objectives and interests first
08/30/2015
Their incredible flexibility offers solutions for individuals and families giving from a few thousand to a few billion dollars
08/30/2015
She says it exposes a world of wealth and shines a light on what happens after financial heavyweights take their business from the boardroom to the bedroom.
08/30/2015
And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.
08/29/2015
A recent report by the New World Wealth, a consultancy stated that some 165,000 Africans have an estimated combined wealth of $660 billion in 2014.
08/28/2015
The outsourcing market has become increasingly competitive of late as the wealth industry struggles to keep on top of rising regulatory requirements.
08/28/2015
They don’t care so much about return, as long as it is safe
08/28/2015
Uncertainty has surrounded Duncan Lawrie since Camellia, a global conglomerate with agricultural and horticultural concerns, put the bank under review in May
08/28/2015
The ensuing court battle featured allegations of a cover up, secret ‘recruiting sergeants’ and clandestine negotiations to prise people over.
08/28/2015
Private bankers calm worried clients, advising them to consider risks and opportunities after selloff.
08/28/2015
Jersey’s status as an international jurisdiction is attractive to clients and wealth managers alike.
08/27/2015
Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.
08/27/2015
It will make its decision by the end of the year and Hong Kong would be the most likely destination if it does choose to move.
08/27/2015
The offer was not mentioned in the group's interim results, out just now, but investors and analysts will get an opportunity to talk to management mid-afternoon (UK and European time).
08/27/2015
ln its 13th year, The Future of Private Banking & Wealth Management returns to London on 4th November 2015, providing a leading strategic forum to discuss the key industry issues of today and tomorrow.
08/27/2015
A Bank of Israel report expects Eitan Raff, Galia Maor and Zvi Itskovich to return bonuses because of the US tax evasion affair.
08/26/2015
Barclays Pressing Swiss Private Bankers to Double Client Assets
It’s a hard stretch for bankers to try and achieve that.