05/31/2016
The Association of Swiss Private Banks (ASPB) published today its Annual Report 2015, discussing events that influenced the key issues addressed by the ASPB throughout the year to the end of April 2016.
05/30/2016
Mauritius is first and foremost a fairly safe country.
05/30/2016
Therefore any fund manager, wealth manager or private bank needs to build strong relationships with individual brokers in order to get exposure.
05/30/2016
The massive job cuts announced by Standard Chartered Bank's headquarters last year have mostly been made and any further cuts to headcount here will be normal attrition
05/30/2016
Reflecting this push, ANZ will launch this week a new platform in partnership with Macquarie Group.
05/30/2016
Wealth managers also need to catch up with their clients' digital demands
05/30/2016
Singapore clients are becoming more savvy about fees
05/30/2016
RIT Capital disclosed a stake of less than 3 per cent in Alliance Trust last year, according to UK regulatory filings.
05/30/2016
Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter
05/27/2016
Jersey, where the company has had a small office for 20 years, was mentioned many times in the leaked documents.
05/27/2016
There is no proof that current members of the board of directors or management are involved in the case,” he told the Swiss daily Corriere del Ticino.
05/27/2016
Arbuthnot to sell up to 31.9 pct stake in retail bank Secure Trust
The sale would generate gross proceeds of about 145 million pounds ($213 million), Arbuthnot said.
05/27/2016
The combined firm with have 240 financial planners and 120 investment managers on its books, operating from over 30 locations across the UK.
05/27/2016
The winners were chosen after a rigorous nomination and selection process
05/27/2016
The referrals were made by Julius Baer after US and Swiss prosecutors had begun their hunt for corrupt officials and sports marketers linked to FIFA.
05/27/2016
The wealth manager says customized advice will attract clients not served by other private banks in the region.
05/27/2016
The wealth manager turned watchmaker who's totting up sales of £8.5m a year indulging his passion
To the outside world, the centuries-old watchmaking business might seem like an odd choice of profession for the young and inexperienced to break into.
05/26/2016
Lux group ups UHNW expansion with Swiss bank purchase
This purchase comes just three months after the Luxembourgese bank acquired Banco Populare Luxembourg S.A.
05/26/2016
Neither the purchase price nor the size of the cornerstone stake were disclosed.
05/26/2016
"At the same time, we should look for excellent investment managers overseas for cooperation."