10/03/2016
Secret Alpine gold vaults are the new Swiss bank accounts
A maze of tunnels once used by Swiss armed forces lies within.
Wealth and Asset Management
10/03/2016
Cuban lessons for US wealth management
In the flesh, the chief executive of WE Family Offices, which oversees $6.8bn for some of the world’s richest people, is discreet.
10/03/2016
Welsh wealth management firm joins up with fast growing Fairstone Group
One of the UK’s fastest growing financial organisations and one of the largest CII Chartered Financial Planning organisations, Fairstone’s revenues are approaching £40m.
10/03/2016
NAB finishes wealth shake-up with sale of life insurance
The bank announced the moves in July as part of a plan to shake up its wealth division and lift performance.
10/03/2016
Wealth firm snaps up East Anglian IFA
The company will add £25 million to AFH's funds under management.
10/03/2016
Preparing for a changing financial landscape
Two leading banks talks about their efforts to groom talent to meet the demands of today's financial services sector
10/03/2016
AFH acquires assets of CFS Financial Planning
An initial cash consideration of £378,920 has been paid upon completion.
10/03/2016
Janus and Henderson in Merger to Boost Firms’ Assets
The merger would create a money manager, Janus Henderson Global Investors Plc, with a combined market value of about $6 billion
10/03/2016
Brightstar launches HNW London division
He has spent 25 years in the finance sector, having also worked as a principal lender and a commercial finance broker.
10/03/2016
Plum launches private client division
New offering comes after integration with Synergy which it bought in February.
10/02/2016
Banking monsters' days are numbered
Deutsche Bank is facing a cripling $14-billion fine
09/30/2016
Canaccord Genuity Wealth Management Canada Launches Digital Strategy Powered by Hootsuite
Canaccord Genuity Wealth Management Canada leverages Hootsuite technology to empower advisors to connect with clients and grow their businesses using social media
09/30/2016
Quant Hedge Funds Are China's Hot New Export
Quantitative money managers from the world’s second-largest economy are opening offshore funds
09/30/2016
Credit Suisse Plans Middle East Growth as Millionaires Rise
Bank says number of millionaires in region rising to 500,000
09/30/2016
RBS overhaul sees Adam & Co become Scottish ringfence
RBS will transfer most of its existing personal, private, business and commercial customers to Adam Co.
09/29/2016
Estera Director Recognised on Citywealth Leaders List
It’s an honour to be listed alongside several of my colleagues in the Citywealth Leaders List.
09/29/2016
Setting high standards for private bankers of tomorrow
Be opportunistic, even if it means leaving your comfort zone, in terms of location, new ventures and career change
09/29/2016
Credit Suisse Plans Middle East Growth as Millionaires Rise
The Middle East for us is a very relevant region, it’s a growth region
09/29/2016
UBS CEO says clients remained risk averse in third-quarter
UBS is the world's biggest wealth manager.
09/29/2016
Mauritius rides wave of Asian investment in Africa
Mauritius has a wonderful opportunity to act as a conduit to spur the growth of the African continent