05/05/2015
The purchase of Coutts International, which is based in Switzerland, is part of an aggressive expansion by UBP, but the bank is reliant on retaining key private bankers to make a success of the deal.
05/05/2015
The new springboard to a lucrative banking career in Hong Kong
If you’re a mainland-based financial professional aspiring to work for a global bank in Hong Kong, the wealth management sector is increasingly becoming a good launch pad to make the move.
05/05/2015
Fund administration company wins award for best brand launch
An expert panel of judges from both private banks and trusted advisors, supported by third-party specialists, chose the winners.
05/05/2015
How to Bring In HNW Clients' Outside Assets
When high-net-worth clients open accounts with financial advisors, they rarely transfer 100% of their assets to be managed by the newly hired firm.
05/05/2015
Private Banker International - London Award finalists announced
Now in its second year, the PBI London Awards, dedicated mainly to the UK and European markets, have been created to identify leading institutions that are setting new standards in the private banking and wealth management industry.
05/05/2015
America's oldest private bank opens new office
here are many business owners and those of substantial wealth who we think could be a terrific fit
05/05/2015
Advisers had to give up accounts with less than $250K on promise of more referrals with more money
05/04/2015
When Self-Made Millionaires Engage Business Coaches
The “best” of them have joined the ranks of the super-rich
05/04/2015
Muslims are the second largest faith group holding the global wealth
05/04/2015
Swiss banks have discovered thousands of accounts opened before 1955 and dormant for at least 50 years, a German newspaper reported on Sunday, saying the move could help reveal where wartime Nazi loot was stashed.
05/04/2015
Two Indian-origin billionaires in the UK have offered to build 1,200 quake-resistant houses in the affected villages of the country
05/04/2015
No bigger player of financial regulation arbitrage than HSBC
By subtly threatening to move its headquarters, HSBC is playing financial regulation arbitrage
05/04/2015
Simon, Charles, and Mark bring to Koda unique skills sets, which will complement our growing team of experienced advisers, all of whom are committed to our independent and transparent model.
05/04/2015
Cantella, BNY Mellon Expand Relationship with Private Banking Solutions
Earlier this year, Cantella & Co. began working with The Bank of New York Mellon to offer Private Banking Services to Pershing end-clients.
05/03/2015
Bradley Birkenfeld, the former UBS employee who helped bring down Swiss banking secrecy, has explained to Swiss public television SRF why he blew the whistle on the bank’s tax evasion violations in the United States.
05/01/2015
Clarion Wealth celebrates 30 years with plans to move its HQ
In 2013 Clarion Financial Planners, which was previously known as Clarion Plc, divided its financial planning and investment management activities into two separate companies
05/01/2015
Caring for Valuables and Collectibles in the Afterlife
“It’s Not Just for Pharaohs Anymore,” Convergent CEO Says
05/01/2015
Creating Wealth—A Survey of Entrepreneurs Worldwide: Their Insights. Their Challenges. Their Needs
The mindset of the world’s entrepreneurs is crucial for our future economic growth. they will build their businesses, invest in them and create jobs—if they are confident in their countries’ economies, and if they find the legal and soci
05/01/2015
AFH makes its largest acquisition to date
Wealth consolidator AFH has made its tenth deal in less than a year with the acquisition of a national advisory firm.
05/01/2015
GAM AGM confirms chairman and share dividend
At the Annual General Meeting (AGM) held on 30 April 2015, the shareholders of GAM Holding AG approved a dividend of CHF 0.65 per share and also confirmed in their office all members of the Board of Directors who stood for re-election.