05/15/2017
UBS, WMI launch anti-money laundering risk management programme
The programme will be accredited by the Institute of Banking & Finance and will take into account issues faced by the wealth management industry.
Wealth and Asset Management
05/15/2017
Vistra extends to Australia with accountancy acquisition
The team of 17 staff at Foster Raffan’s Compliance division, led by partner, Vivien Tang, will join Vistra where Vivien will remain responsible for her team, whilst taking up the role of Head of International Expansion in Australia within Vistra.
05/15/2017
Jersey retains winning position for ‘Best International Finance Centre’
The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations.
05/15/2017
SMP Partners buys Royal Bank of Canada offices in Caribbean
The transaction was subject to standard regulatory approvals and customary closing conditions, which have now been fulfilled.
05/15/2017
Singapore’s Sovereign Wealth Fund to Cut Stake in UBS
Stock sale to reduce 5.1% ownership interest in Swiss bank to 2.7%
05/15/2017
Canada’s top charities for high-net-worth donors
But how can donors make sure their cash will be spent well and do maximum good?
05/15/2017
Standard Life Aberdeen’s job promises evaporate
Martin Gilbert’s pledge was a rookie error for a veteran dealmaker, says Peter Smith
05/15/2017
Lombard Odier Wins Two Prizes at European Wealthbriefing Awards
The WealthBriefing awards are held annually, to showcase the leading companies and figures in the private wealth industry.
05/15/2017
A 150-year old Canadian bank is muscling in on Wall Street
Business Insider spoke with Blair Fleming, head of RBC Capital Markets US, about dealmaking and the Canadian bank's US growth plans.
05/14/2017
Q: Which two London tube stations are closest together? - find out here
As we creep towards summer, there always seems to be a flurry of events despite sudden reminders that we are not quite there yet.
05/14/2017
We complement Singapore & HK as financial centres: Labuan IBFC
Businesses based in Labuan IBFC focus on three core sectors — banking, reinsurance, wealth management and financial services.
05/14/2017
Active fund fees remained high over past decade
Competition from index trackers has not lowered costs for investors
05/14/2017
This Caribbean Bank Wants Chinese Money No One Else Will Touch
New Bank of Asia to serve 200,000 offshore companies in BVI
05/13/2017
Bank UBS in dispute with taxman over attempt to book losses from its Swiss parent in UK
The skirmish is the latest in a long-running dispute with the taxman over losses suffered by banks during the financial crisis.
05/12/2017
Keeping a broker honest in Asian HNW insurance
Every HNW client in Asia – based on the guidance of their relationship manager – must ensure they are getting the right life insurance solution to meet their needs.
05/12/2017
Henri Leimer: «LGT Isn't a Bank for Tycoons»
Now the hard work begins with the integration of the company. How’s does it go?
05/12/2017
Old Mutual replatforming leaves £330 million worth of questions
Old Mutual Wealth chief executive Paul Feeney has been actively defending both decisions in the press.
05/12/2017
Julius Baer extends partnership with Formula E
Julius Baer is very proud to extend the partnership with Formula E
05/12/2017
An Award Winning Evening At The WealthBriefing Awards
We are proud to have been recognised for the commitment to our clients across a wide-ranging proposition and the exceptional talent and dedication of our people
05/11/2017
NAB offloads private wealth business in Singapore and Hong Kong
The deal comes as banks in Singapore seek to beef up their sources of income as a subdued loan-demand outlook weighs on overall earnings growth expectations.