06/14/2016
Credit Suisse’s Khan Says Open To Acquisitions
“I would not exclude inorganic moves, specifically in asset management,”
Wealth and Asset Management
06/14/2016
Wealth management industry is lagging the digital curve
Most managers can’t perceive their adoption of technology extending beyond tools to reduce administrative burden
06/14/2016
Why Sex Matters in Wealth Management by Ruohan Wang, Scorpio Partnership
The rise of the wealthy woman provides opportunities for wealth managers – whether it is recalibrating investment portfolios or providing access to greater philanthropic services – women are storming up the wealth rankings and have subtly diff
06/14/2016
Deutsche says to expand into high net worth private banking in Asia
Asia has seen consolidation in the private banking industry as some Western players withdraw to focus on home markets, while smaller players struggle to compete amid higher technology and regulatory costs.
06/14/2016
StanChart may set up onshore private bank in China next year
Regulatory restrictions and a relatively less developed capital market have restricted some of the global banks in setting up onshore private banking presence to tap one of the world's fastest growing centres for millionaires.
06/14/2016
Wealth Management Tied To Loan Out Corporations For Celebrities
With a loan out corporation, the celebrity is an employee of the firm.
06/14/2016
Standard Chartered Closing $2 Billion Diamond Unit on Risk Fears
The bank has since determined the division is no longer viable amid increased compliance reporting and regulatory capital costs.
06/14/2016
Jersey Finance: latest newsletter
Welcome to the latest edition of Focus on Finance
06/14/2016
Documentary reveals the qualities behind multi-award winning Nedbank Private Wealth
Nedbank Private Wealth has once again announced strong growth in new business flows and profits, this time for the financial year ending 2015.
06/13/2016
Discord at Canaccord: A struggling dealer looks to reinvent itself
Anyone who left in the next 12 months would be required to pay back the money in full.
06/13/2016
BNP Paribas Grows in Brazil Fiduciary Services As Rivals Exit
BNP Paribas´ efforts to expand custody and trustee services in Brazil include offering these services to current clients who hired rivals to oversee the registration and management of their holdings
06/13/2016
Vontobel Goes After Australia's Wealthy With Ex UBS Banker
Vontobel expands business with private clients in Asia Pacific focus market – wealth management solutions from Vontobel are now also available to wealthy private clients in Australia
06/13/2016
Santander launches into UK private banking
The Santander managers will offer services such as tax planning, large home loans and discretionary wealth management.
06/13/2016
Arbuthnot turns down unsuitable wealth buy opportunities
On whether the added capital will be used to invest in the company or fund acquisitions, Henderson said: ‘It’ll be both.'
06/13/2016
Seven Ex-Deutsche Bank Managers Guilty in C02 Tax-Fraud Case
Deutsche Bank was the principal player in these deals at the time," said Bach.
06/13/2016
Adviser consolidator acquires Maze Wealth
Received funding for expansion in June
06/10/2016
External asset managers set for growth
Room for rise in Asia of non-bank players with complementary ties to banks: UBS
06/10/2016
Blackstone Turns to Investment Banking Model to Court the Rich
“It’s more of an investment banking model as opposed to an asset management model.”
06/10/2016
How to use professional connections to do succession planning
At the end of his analysis, there are also checklists of points for financial advisers to action.
06/10/2016
Swiss buyer upbeat on merger with troubled BSI
"The business will significantly increase, so we would need as many staff as required to provide the same, if not better, service to clients," Mr Chiu added.