05/17/2015
Family Wealth Series: Part 2 – Setting out Ground Rules
A good system of private governance will rely on building a balanced team of family members and advisers
Wealth and Asset Management
05/17/2015
Who 'Changed Everything' at Raymond James
Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big-picture level for the company but also in recruiting new reps
05/17/2015
The Bahamas for Financial Services - Private Wealth Brazil
The event is part of the Markets Group series of Private Wealth forums throughout Latin America that provide education on regulation, wealth protection, asset allocation and private client management.
05/17/2015
Swiss bank exposé: Names of 40 Lankans revealed
Some 40 Sri Lankans stashed away around US$ 50 million in secret Swiss bank accounts
05/15/2015
Bank of Singapore Knows Family Matters
China’s newly minted rich are more concerned about holding onto their wealth than adding to it, unlike many of their Asian counterparts.
05/15/2015
Independent fund, corporate and private client service provider enhances fund servicing capabilities
It has been granted an extension to its licence to offer an enhanced level of fund servicing capabilities in the UK.
05/15/2015
Bank of Singapore Knows Family Matters
Lee Woon Shiu suggests offshore trusts to help China’s rich preserve, protect and transfer their wealth
05/15/2015
Jersey described as ‘one of the best and first’ in shaping transparency landscape at London conference
Jersey's positive role in helping to drive forward and shape the international transparency landscape has been praised by a senior OECD tax expert at this year’s Jersey Finance Annual London Private Client Conference.
05/15/2015
Morgan Stanley Wealth Management launches digital financial education programme
The interactive courses use games, polls and simulations to help users learn about topics
05/14/2015
SCB, Knight Frank to help ultra-rich invest in London property
SIAM COMMERCIAL Bank is partnering with Knight Frank Thailand to open a window to real-estate investment in London for its ultra-high-net-worth customers to help them diversify their investment portfolio amid the economic instability.
05/14/2015
Intesa Seeks Private Bank Acquisition of Up to EU15 Billion
Intesa Sanpaolo SpA, Italy’s second-largest bank, is seeking to buy an international private bank with a market value that’s similar or lower than its own division to retain control.
05/14/2015
How to ace a private banking interview
The more detailed your business plan, the more authentic it will appear.
05/14/2015
Alliance Trust to buy Stocktrade from Brewin Dolphin
For the year ended 28th September 2014, Stocktrade had income of £9.6m and contributed approximately £1.3m of pre-tax profit.
05/14/2015
New Sponsorship opportunities available at Cowes Week, the World’s Best-Known Sailing Regatta
Cowes Week Ltd today announced used sponsorship opportunities for brands looking to align with the Cowes Week regatta and capitalise on the next phase in the event’s developmen
05/14/2015
Wealth management firm buys four businesses
Discretionary and financial planning firm Attivo has added four advisory businesses to its network.
05/14/2015
Does Yale Need Another $150 Million?
It already has plenty of snazzy performing arts centers on campus.
05/14/2015
Business Families Foundation and RBC partner to keep more businesses in the family
The partnership includes a $1.65 million financial commitment from RBC over five years.
05/13/2015
Wealth managers in Singapore woo the emerging affluent
Industry observers say wealth managers are also looking to provide more than just financial-related services, to keep their clients.
05/13/2015
HSBC’s Geneva bank ‘no longer a place to hide untaxed assets’
Switzerland CEO Franco Morra says mentality has changed a lot
05/13/2015
Wealthy Asians turn to the internet for investment tips
The attraction of the internet is luring highnetworth Asians away from wealth managers as they look for investment opportunities in blogs and social media, raising questions over traditional sources of advice.