04/30/2015
Private Banking – A Shifting Landscape by Michelle Frett-Mathavious, Harneys
The legacies of the global financial crisis continue to permeate the global landscape. In many ways, that unfortunate period in our history has forged a new era in the way in which we conduct business today.
04/30/2015
Morgan Stanley Woos Tomorrow’s Billionaires
Vincent Chui, head of private wealth management, relies on the personal touch to build trust with Asia’s wealthy.
04/30/2015
China’s 'affluent' population to rise to 15.28 million by end of year
Forbes and CreditEase '2014 Chinese Mass Affluent Report'
04/30/2015
Butterfield named official America’s Cup bank
The Bank of N.T. Butterfield & Son Limited has been named the Official Bermuda Bank of the 2017 America’s Cup
04/30/2015
As regulatory burdens rise, wealth-management industry slims down customer rolls
04/30/2015
Geneva-headquartered financial advisory group unveils expat tax service
Already in Geneva, Hong Kong and Dubai, the firm’s tax service will focus on providing cross-border tax advice for UK expatriates moving overseas, living overseas or buying property overseas.
04/30/2015
Arqaam Capital, the Dubai-based investment bank focused on emerging markets, hired Rothschild to explore financing options as it seeks to expand into Saudi Arabia and Africa
04/30/2015
Talk about a million-dollar idea…
04/30/2015
Gordon is one of the Americans who interacted with Swiss bank whistleblower Bradley Birkenfeld—he had an account in Switzerland, which he said was entirely legal and properly accounted for.
04/29/2015
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients
04/29/2015
Strong equities, boosted by European monetary stimulus, have helped increase assets at St James's Place and Henderson
04/29/2015
The Hong Kong Monetary Authority announced that it would welcome the biggest bank in the U.K., HSBC, to move their global management center from London to Hong Kong.
04/29/2015
“Creative and Compliant: Harnessing the New Values of Client Engagement” brought together specialists from the world of private banking, compliance law and luxury brands at the Royal Institution of Great Britain in London.
04/29/2015
Increasingly, wealthy individuals and large companies are becoming interested in philanthropy.
04/29/2015
In Q1, public equity exposure holds steady as many investors anticipate market correction
04/29/2015
The Swiss Ambassador to Nigeria, Mr Hans-Rudolf Hodel, says depositors are now required to prove they earned the money they intend to deposit in bank accounts in Switzerland
04/29/2015
Spiess also stressed that the “HSBC remains fully committed to Switzerland, both as a key centre of wealth management and a priority market for the group”.
04/29/2015
"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses
04/29/2015
Within this 57%, 36% opted for email and 21% web portals.
04/29/2015
Fund groups and wealth managers have been assessing the impact of a potential 'Brexit' would have on their businesses, ahead of next week's general election, with some warning the move would be "an absolute disaster".