04/30/2015
Banks in Asia Get Pickier About High-End Clients
As regulatory burdens rise, wealth-management industry slims down customer rolls
Wealth and Asset Management
04/30/2015
Geneva-headquartered financial advisory group unveils expat tax service
Already in Geneva, Hong Kong and Dubai, the firm’s tax service will focus on providing cross-border tax advice for UK expatriates moving overseas, living overseas or buying property overseas.
04/30/2015
Dubai’s Arqaam Capital hires Rothschild to explore financing for growth
Arqaam Capital, the Dubai-based investment bank focused on emerging markets, hired Rothschild to explore financing options as it seeks to expand into Saudi Arabia and Africa
04/30/2015
Diversify Your Assets With Quiet Wealth Collectibles
Talk about a million-dollar idea…
04/30/2015
The millionaire, the Swiss account, and the secret flight to Syria
Gordon is one of the Americans who interacted with Swiss bank whistleblower Bradley Birkenfeld—he had an account in Switzerland, which he said was entirely legal and properly accounted for.
04/29/2015
Wealth firms step up 'full service' offerings as client demand grows
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients
04/29/2015
Wealth managers ride Europe's stock market wave
Strong equities, boosted by European monetary stimulus, have helped increase assets at St James's Place and Henderson
04/29/2015
Hong Kong wants to be new home for UK's HSBC
The Hong Kong Monetary Authority announced that it would welcome the biggest bank in the U.K., HSBC, to move their global management center from London to Hong Kong.
04/29/2015
Apprecie hosts keynote forum on compliance in elite client engagement for private banks and luxury brands
“Creative and Compliant: Harnessing the New Values of Client Engagement” brought together specialists from the world of private banking, compliance law and luxury brands at the Royal Institution of Great Britain in London.
04/29/2015
For I Shall Not Pass This Way...
Increasingly, wealthy individuals and large companies are becoming interested in philanthropy.
04/29/2015
Where the Ultra-Wealthy Invest Money: Tiger 21
In Q1, public equity exposure holds steady as many investors anticipate market correction
04/29/2015
Swiss banks shut vaults against illicit money
The Swiss Ambassador to Nigeria, Mr Hans-Rudolf Hodel, says depositors are now required to prove they earned the money they intend to deposit in bank accounts in Switzerland
04/29/2015
HSBC Private Bank announces plans to cut 260 jobs in Geneva
Spiess also stressed that the “HSBC remains fully committed to Switzerland, both as a key centre of wealth management and a priority market for the group”.
04/29/2015
BMO Financial Group Unveils New Wealth Management Brand
"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses
04/29/2015
Majority of clients prefer digital interaction with wealth manager
Within this 57%, 36% opted for email and 21% web portals.
04/29/2015
Should wealth managers and providers fear a Brexit?
Fund groups and wealth managers have been assessing the impact of a potential 'Brexit' would have on their businesses, ahead of next week's general election, with some warning the move would be "an absolute disaster".
04/28/2015
Wealth firms step up 'full service' offerings as client demand grows
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients.
04/28/2015
Life Insurance -- The Often Missed Opportunity For Wealth Management Accounting Practices
The bull market: With the indices periodically reaching new heights, investing monies is appealing as the appreciation of client’s assets results in more revenues without the need to attract new clients.
04/28/2015
Carmignac continues European expansion in Zurich
The Swiss team composes of six members will aim to consolidate its relations with the Retail and Wholesale customers through a customized regional approach.
04/28/2015
Not Just Your Millennial’s Advisor
A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools