03/11/2015
Jersey Finance to ‘Map the Future’ of the private client world at annual London conference
Stephanie Flanders has been announced as a keynote speaker at this year’s Jersey Finance Annual Private Client conference in London
03/11/2015
Thiam to focus on wealth management
Credit Suisse has swooped on Prudential boss Tidjane Thiam to lead the Swiss bank in a push to manage more of the wealth held by Asia's fast growing club of multi-millionaires.
03/11/2015
The Ultra-Wealthy Are Increasingly Considering Private Placement Variable Annuities
Thinking longer-term, the affluent are looking for ways to invest while mitigating taxes on their investments. Hence, the growing appeal of private placement variable annuities.
03/11/2015
KFH-Bahrain Launches New Wealth Management Service
As part of our efforts to provide appropriate returns to our customers, we have established a new department specialized in managing clients' wealth and developing their assets according to their specific individual needs
03/11/2015
Historically Saudi Arabia, has been a central influence for private bankers seeking investment from wealthy individuals
The asset development forum will bring together leaders financial and business sector to discuss and brainstorm the investment potential and opportunity for asset development in Saudi Arabia
03/11/2015
Ex-UBS Banker to the Wealthy Goes Solo, Saying Good Days Gone
Like other veteran bankers going solo, he was lured by a change in attitudes in the Middle East about how best to manage large family fortunes.
03/11/2015
He might also cut the number of staff in the investment bank by 2,900 to about 16,500 to save costs, JPMorgan analyst Kian Abouhossein said in note to clients on Wednesday.
03/11/2015
This accolade demonstrates that Barclays' capabilities are recognised by the financial ecosystem
03/11/2015
The move would mark the latest step in the reform of the Vatican Bank — known as the Institute for Religious Works
03/10/2015
UBS financial adviser with $500M practice takes team to Merrill Lynch
Debbs and his team have more than $500 million in client assets under management and specialize in serving corporate executives and ultra-wealthy individuals.
03/10/2015
“Ugly side” of Asian banking revealed as firms hire, fire then keep clients
Private banks in Asia are quick to bemoan the shortage of quality relationship managers in the region and they are now becoming increasingly quick to fire new recruits who don’t perform in their first year.
03/10/2015
US Broker Swoops For Charles Stanley Division
One of the London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
RBC’s David McKay Gets $5.94 Million for First Year as CEO
McKay’s pension value was C$5.23 million for 2014, due to a one-time compensation change when he became president and CEO, the Toronto-based bank said.
03/09/2015
Is Art an Asset Class?
Art is one of the great ways to understand humanity
03/09/2015
Wealth Management Madness 2015: Round 1
The closest contest came in the Establishment region, where last year’s champion, the CEO of UBS Group Americas Bob McCann, barely squeaked by Merrill Lynch Wealth Management top dog John Thiel; McCann won by just nine votes and now has to face Well
03/09/2015
Here’s where the world’s ultra-rich are moving
The world’s ultra-rich are on the move
03/09/2015
Walker Crips acquires London based investment and wealth manager
The Acquisition has received approval from the Financial Conduct Authority.
03/09/2015
Swiss Wealth unit shuts down as volumes sink
The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.
03/09/2015
The spat illustrates a thorny issue for Swiss banks. They are eager to shed undeclared American accounts, but Switzerland’s bank secrecy laws mean they can’t easily open up their records to US authorities.
03/09/2015
He has previously been senior investment strategist at Julius Baer Investment Management and chief investment strategist for JP Morgan's Global Private Bank.