02/05/2015
A cocktail reception at Lyford Cay marked the occasion on January 28th, hosted by Marie Rodland-Allen, Managing Director for CIBC FirstCaribbean (Bahamas) Limited and Daniel Wright, Managing Director, CIBC FirstCaribbean Private Wealth Management.
02/04/2015
The Royal Hong Kong Yacht Club has today announced that the Geneva-based and family-owned financial institution, Edmond de Rothschild Group, has been appointed as the Club’s first Official Wealth Management Partner.
02/04/2015
First Republic Named Best Private Bank by PAM
First Republic Bank a leading private bank and wealth management company, has been named Best Private Bank – Overall, by Private Asset Management magazine.
02/04/2015
Fieldpoint Private Honored at PAM Awards
Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, announced that the firm has been named "Best Private Wealth Manager, Under $5 Billion"
02/04/2015
FFO (Flynn Family Office) today announced that partner Evan Jehle will be a featured speaker at the "PAM Breakfast Briefing" on on February 12th, 2015, at 8:30 AM at The Lambs Club at 132 West 44th Street in New York City
02/04/2015
The United States is the most popular country for foreign ultra wealthy individuals looking to buy secondary residences, followed by the United Kingdom and Switzerland
02/04/2015
BR Shetty, UAE-based industrialist, paid Dh45 million in 2005, to buy entire 100th floor
02/04/2015
Firm named Best Multi-Family Office-Overall-New Product by Private Asset Management magazine
02/03/2015
Julius Baer Isn’t for Sale, Chief Executive Collardi Says
Julius Baer shares jumped 8.6 percent to 40.84 Swiss francs, the biggest rally in more than five years, after the Zurich-based firm reported an almost doubling in 2014 profit and increased its dividend.
02/03/2015
Under the bonnet of the UK's newest wealth firm
Mediobanca’s new wealth management unit is targeting growth of £1 billion in assets within three years
02/03/2015
The move follows the successful launch into Singapore last year, when the group bought Janus Corporate Solutions, and is part of a wider strategy to grow the company into an internationally recognised corporate, funds and private client company.
02/02/2015
Van Lanschot says chairman of Kempen & Co unit resigns
John Hak will conclude his activities in the coming period and will leave Kempen on 1 March 2015.
02/02/2015
Towry bids to buy Ashcourt Rowan in £97m deal
The offer represents Towry's biggest deal since its ill-fated acquisition of stockbroker Edward Jones for £1 in 2009.
02/02/2015
Is private banking shifting from Switzerland to Hong Kong and Singapore?
As the wealth of Asia-Pacific's high-net-worth individuals continues to swell, so too does the size and reputation of the region's private banking industry.
02/02/2015
Accountants As Wealth Managers
Accountants who effectively deliver wealth management solutions with a deep understanding of their clientele can dramatically, if not exponentially, increase profits at their firms.
02/02/2015
The world’s wealthy still consider Switzerland the best place to park their riches
This confirms Switzerland as being ahead of Britain ($1.7 trillion) and the United States ($1.4 trillion) as the world’s leading destination of cross-border wealth management.
02/02/2015
Clearly, deal making by the ultra-wealthy appears to be a constant
02/01/2015
Premium financing for HNWIs, family offices and companies
Premium financing has eased the process of obtaining life insurance for wealthy parties. Appleby Group advises on its technicalities
02/01/2015
WMA joins forces with NCA to fight wealth cyber crime
The Wealth Management Association (WMA) is working closely with the National Crime Agency (NCA) to help wealth managers address the growing issue of cyber crime
02/01/2015
Asia's rich outpace growth in private bankers
"There is a serious talent gap problem because Asia, particularly China, has a lot of increasingly wealthy people who need private bank services," he said. "However, most private banks traditionally based their biggest teams in the US or Eu