10/23/2015
Swiss Wealth Management—Quo Vadis?
By Dr. Rob Straw, Director of Education at the Swiss Finance Institute
Wealth and Asset Management
10/23/2015
Single family offices set to evolve under regulatory gaze
Offices that manage the affairs of a single wealthy family typically manage only their own money, which means they remain outside the jurisdiction of the Financial Conduct Authority.
10/22/2015
Credit Suisse Joins the Queue of Banks Bulking Up in Asia
Bank seeks to more than double Asia-Pacific pretax income by 2018-end
10/22/2015
Polaris Wealth Advisers and Greystone Financial Group Combine
The New Polaris Greystone Financial Group Will Manage Nearly $1 Billion through Offices in California, Texas and Michigan
10/22/2015
Fiserv forms wealth management partnership
Wealth advisors must have easy and immediate access to information about their customers to provide advice at the point of thought, and our partnership with InvestEdge makes this possible.
10/22/2015
Swiss private banking group to issue perpetual tier 1 subordinated bonds
Julius Baer Group Ltd. has requested Moody’s to rate the bonds.
10/22/2015
Signia’s restructure looks to draw line under £3.1m loss
The loss followed a pre-tax profit of £164,000 in 2013.
10/21/2015
Credit Suisse to cut 30% of London headcount, what you need to know about its new strategy
6,600 people work in its London office.
10/20/2015
Nedbank Private Wealth wins International Banking Service award
The Best International Banking Service award recognises banks that provide services to expatriates
10/20/2015
Amid realty slump, vacation homes going strong fuelled by HNI demand
This is because this market follows a different dynamics and is immune to slowdown affecting the real estate sector in general.
10/20/2015
Singapore HNWI Wealth to Reach US$1.1 Trillion by 2019 Says 2015 Wealth Management Market Report
This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Singapore.
10/20/2015
Forbes Middle East launches ‘Business Leaders Inspiring The UAE’
Revealing the top entrepreneurs who are shaping the future of the region
10/20/2015
Standard Bank Wealth and Investment honoured at international global wealth summit
The event, the 25th Private Banker International Global Wealth Summit and Awards brought together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry across the world
10/20/2015
The Impact of Millennials on Values Based Investing
At present impact investing remains on the fringes of the asset management world but this looks set to change as an increasing number of millennials start investing.
10/20/2015
Chinese Family Offices Diversify Into Alternatives
They are now putting nearly half their fortunes into less liquid investments like private equity and real estate.
10/20/2015
BNP Paribas Wealth Management wins six accolades
BNP Paribas Wealth Management had a strong showing at the 25th annual PBI Awards held in Singapore
10/20/2015
How this Scottish wealth firm is playing the consolidation game
When MacDonald featured on the cover of Wealth Manager in 2010, he was aiming to grow the business organically.
10/20/2015
South Africans: save by investing abroad – Sable Wealth
Investment fee prices in the UK seem to be half of those in SA – Mike Abbott.
10/20/2015
Wells Fargo and Credit Suisse U.S. Private Banking Announce Exclusive Recruiting Arrangement
The wealth management business is a major area of growth and focus for Wells Fargo, and over the last decade, we’ve grown in size and stature.
10/19/2015
Isle of Man named Best International Finance Centre
Last week saw the 16th Professional Adviser International Fund and Product Awards.