03/22/2017
Phatra Securities inks path-breaking deal with Credit Suisse
They also outline how and why this is the first step of a grander plan for the firm to create a try open-architecture platform – including an evolution towards wealth solutions
Wealth and Asset Management
03/22/2017
PAM AWARDS: Chilton Trust Company Recognized as Best Private Wealth Manager in Client Service
We strive to deliver the type of care and attention to our clients that we would want for ourselves and our families.
03/22/2017
Italy introduces a 'New Resident' regime to attract high net worth individuals
The implementation rules clarify how to request for the application of the new regime
03/22/2017
UBS to Charge Private Clients for Euro Deposits
Clients based outside of Switzerland will pay 0.6 percent on euro-denominated accounts of more than 1 million euros beginning May 1
03/22/2017
Owl Private Office launches advisory service for families and endowments
Owl helps wealthy families, trustees and individuals think through their long-term objectives
03/22/2017
Deutsche Bank bonus payout is bigger than it seems
The bank has now revealed a third item a special long-term incentive for key staff who are in high demand and would be hard to replace.
03/21/2017
Julius Baer nominates Swiss Life CEO to board of directors
All current members of the Board of Directors stand for re-election for another one-year term.
03/21/2017
How to Help High-Net-Worth Clients Plan for Blended Families
It’s important for advisers to move quickly as financial and estate matters can be tricky
03/21/2017
Bringing wealth structuring solutions to Asian families
The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.
03/21/2017
Fairstone to buy three more firms
The biggest threat to small IFAs is professional indemnity insurance and the Financial Services Compensation Scheme.
03/21/2017
Handsome Pay Increase
The executive board of the private bank received a total of 18.4 million francs, up from 17.9 million a year earlier.
03/21/2017
INSIDE CREDIT SUISSE: A day in the life of a 28-year-old private banker
So what is it like for a young person working in a bank like Credit Suisse in 2017?
03/21/2017
Wealth manager expands London presence
Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England.
03/21/2017
America was the only country where the number of billionaires grew last year
The greatest growth was in technology-sourced wealth.
03/20/2017
OCBC unit eyes private banking in Indonesia
It is becoming a necessity for banks here to be able to offer a variety of customised wealth products that suits the needs of our Indonesian customers.
03/20/2017
Old Mutual Int’l focuses on ‘select group’ of Swiss-based IFAs
This has involved not accepting certain lines of business, with a greater emphasis on advisers with high net worth clients.
03/20/2017
Standard Life chief defends £11bn merger
We’re not doing this for short-term reasons.
03/20/2017
BNY Mellon And Maybank Team Up
The fund will combine the expertise of BNY Mellon Japan small cap and the Maybank Asia ex-Japan small cap teams.
03/20/2017
JP Morgan AM creates sustainable investing team
The proliferation of ESG data and tools in the marketplace, growing interest from investors.
03/20/2017
Wealth consolidator seeks £10m to accelerate buy strategy
Has made five acquisitions for a combined £2 million.