09/02/2015
Tavistock boss: We want to be 'more modern' SJP
Tavistock chief executive Brian Raven wants the consolidator to be a ‘more modern version’ of restricted national advice firm St James’s Place (SJP)
Wealth and Asset Management
09/02/2015
India's local wealth managers push to grow as foreign rivals struggle
Local wealth managers plan to hire staff, open more branches
09/02/2015
Bankinter Acquires The Retail Business Of Barclays In Portugal
This takeover constitutes a remarkable boost to the growth strategy of the bank and to the consolidation of Bankinter as a bank with a European vocation and reach.
09/02/2015
Kleinwort Benson turns to Oddo for counter bid to fend off Fosun
The Belgian owner of Kleinwort Benson is seeking to repel a hostile €675m bid from Fosun
09/02/2015
Swiss Authorities Freeze Millions of Dollars Linked to Malaysian Fund 1MDB
Move comes after the Swiss Attorney General opened criminal proceedings against executives at the fund
09/01/2015
Recent Developments in Private Banking
Here we take a brief look at how three major regions for private banking have been performing in 2015.
09/01/2015
Family trusts mix well with SMSFs
SMSFs have the added advantage of maximising the benefits you obtain from super due to the flexibility and control they arm you with.
09/01/2015
Annie Leibovitz and Nobel laureates feature in multimillion UBS rebrand
World-renowned photographer Annie Leibovitz has partnered with UBS in a new 'transformational' brand campaign for the investment bank.
09/01/2015
Nutmeg reveals plan to offer financial advice
He added that customers have often asked for advice, but so far it is something the investment platform has been unable to provide.
09/01/2015
Asian bankers live to regret accepting “obscene” 50% pay rises
If rising salaries are putting the squeeze on banks in Asia, they aren’t always beneficial for bankers either.
09/01/2015
Nontraditional Families A Growing Market For Advisors
Modern Family is not just a TV show these days; it is a reality.
09/01/2015
Citibank launches Citi Priority for emerging affluent in Hong Kong
Citibank today announced the launch of Citi Priority, a new client segment targeting the emerging affluent, with a digitalized, convenient, simple and efficient banking experience to equip aspirational and financially progressive clients with better contr
08/31/2015
Royal Bank of Canada (Suisse) SA becomes Banque SYZ Suisse SA
The acquisition was entirely financed by internal resources, demonstrating the SYZ Group's sound financial position.
08/31/2015
New Independent Advisory Firm launched
“We are delighted that, as an independent firm, we have the freedom and ability to choose any strategic partner firms – from institutional research to world-class custodians – to give our clients a heightened level of service and a broad
08/31/2015
Tiedemann Wealth Management Recognized As Top Advisor For Second Consecutive Year
It’s rewarding to be recognized by the Financial Times for our commitment to putting our clients’ needs, objectives and interests first
08/30/2015
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
Their incredible flexibility offers solutions for individuals and families giving from a few thousand to a few billion dollars
08/30/2015
Erotic novel exposes Wall Street’s sexy side
She says it exposes a world of wealth and shines a light on what happens after financial heavyweights take their business from the boardroom to the bedroom.
08/30/2015
Private banks finally embrace mobile apps
And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.
08/29/2015
African millionaires can become moguls
A recent report by the New World Wealth, a consultancy stated that some 165,000 Africans have an estimated combined wealth of $660 billion in 2014.
08/28/2015
BHF Kleinwort Benson to ‘transform’ wealth arm to outsourced solution
The outsourcing market has become increasingly competitive of late as the wealth industry struggles to keep on top of rising regulatory requirements.