10/14/2014
"I Knew I Would Get Fired": Sallie Krawcheck
The financial industry, despite its bad reputation, can do a lot of good in the world. But it has defined itself about money and not about meaning at all," she says
Wealth and Asset Management
10/14/2014
Bordier & Cie Platform Managed Portfolio Service added to Standard Life Wrap
Offers a high quality, cost-effective way for advisers to manage client assets with a minimum investment of £1,000.
10/14/2014
Australia Has Instituted Special Super-Easy Immigration Laws For Chinese Millionaires
The changes to the SIV will take effect during 2014/15 while the Premium Investor Visa will be introduced from July 1. Read more: http://www.businessinsider.com/r-australia-to-ease-immigration-rules-for-chinese-millionaires-2014-10#ixzz3GA95RqAh
10/13/2014
AGDelta Wins Triple Awards for Best Wealth Management Platform
AGDelta, a leading provider of wealth management platform solutions in Asia, won three awards for Best Front Office Solution at the 2014 WealthBriefingAsia Singapore on May 29th and Hong Kong Awards on June 5th respectively, as well as Best Wealth Managem
10/13/2014
UAE wealth management sector set for increasing consolidation
The UAE’s wealth management sector is on track for increasing consolidation in the coming years, as a booming economy and increased infrastructure spending attract local and international operators, according to James Fleming, the global chief execu
10/13/2014
Van Lanschot launches new wealth planning advisory service
Van Lanschot today presents a new-style wealth planning advisory service: an innovative concept that meets the increasing need of private banking clients for creation and preservation of their wealth. Richard Bruens, Member of the Board of Managing Direc
10/13/2014
Founder of Bestinvest snaps up £500m wealth manager
EQ Investors, a new wealth management business backed by Bestinvest founder John Spiers, has announced the acquisition of the Truestone Wealth Management business.
10/13/2014
UBS Seeks Bankers for French Super-Rich While Facing Fine
UBS AG, Switzerland’s largest bank, plans to hire private bankers to serve French millionaires from Geneva as it faces a possible record sanction on allegations it helped clients evade taxes in France.
10/13/2014
Rothschild Seeks Partners in Fast-Growing African Markets
NM Rothschild & Sons Ltd., the world’s largest family-owned financial advisory firm, is seeking partners in Africa’s largest economies to help it seize opportunities as growth accelerates.
10/13/2014
Cambridge University and Newton Investment Management announce partnership on long-horizon investing
This partnership will enable the Centre to further extend its research and educational efforts in the area of long-horizon investing. In recognition of this support, the unit will be renamed the Newton Centre for Endowment Asset Management.
10/12/2014
BloombergBlack honcho comes full circle with new gig
The man behind Bloomberg LP's ill-fated foray into wealth management is back.
10/12/2014
Why the French are saying au revoir to France
Centre-right deputies are convinced that the people who are the "lifeblood" of France are leaving
10/10/2014
Old Mutual Sweetens £650m Bid For Wealth Firm
People close to the situation said that a deal between the two companies was not certain
10/10/2014
South African financial services group Sweetens £650m Bid For Wealth Firm
A deal could be struck within a few weeks, continuing a shake-up of the City's wealth management landscape at a time of substantial regulatory change.
10/10/2014
A Deal Maker Tries to Tune Up UBS’s Investment Bank
“Nobody says Ferrari doesn’t make cars or is too small to exist"
10/10/2014
Private Banking Special 2014: The Contenders
Both the onshore and offshore banks in the region want to profit from the crucial challenge of cultural diversity
10/10/2014
Fiduciary September and What’s Possible
The speakers at these events reaffirmed already-established views, but they also did more.
10/10/2014
RBS tells Coutts to cut costs by a fifth
It forms part of RBS’s broader target to bring the cost/income ratio of its Commercial & Private Banking division, which houses Coutts, down to 60% via ‘an active programme of cost savings’.
10/10/2014
Luxembourg as a financial centre
A little country with more to its repertoire than tax breaks
10/09/2014
Equilibrium proves smaller is better for property
That is where you’ll find the big discretionary managers will have much lower property exposure than we are able to have