08/31/2015
Royal Bank of Canada (Suisse) SA becomes Banque SYZ Suisse SA
The acquisition was entirely financed by internal resources, demonstrating the SYZ Group's sound financial position.
Wealth and Asset Management
08/31/2015
New Independent Advisory Firm launched
“We are delighted that, as an independent firm, we have the freedom and ability to choose any strategic partner firms – from institutional research to world-class custodians – to give our clients a heightened level of service and a broad
08/31/2015
Tiedemann Wealth Management Recognized As Top Advisor For Second Consecutive Year
It’s rewarding to be recognized by the Financial Times for our commitment to putting our clients’ needs, objectives and interests first
08/30/2015
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
Their incredible flexibility offers solutions for individuals and families giving from a few thousand to a few billion dollars
08/30/2015
Erotic novel exposes Wall Street’s sexy side
She says it exposes a world of wealth and shines a light on what happens after financial heavyweights take their business from the boardroom to the bedroom.
08/30/2015
Private banks finally embrace mobile apps
And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.
08/29/2015
African millionaires can become moguls
A recent report by the New World Wealth, a consultancy stated that some 165,000 Africans have an estimated combined wealth of $660 billion in 2014.
08/28/2015
BHF Kleinwort Benson to ‘transform’ wealth arm to outsourced solution
The outsourcing market has become increasingly competitive of late as the wealth industry struggles to keep on top of rising regulatory requirements.
08/28/2015
Safety is all high net worth investors want, for now
They don’t care so much about return, as long as it is safe
08/28/2015
Duncan Lawrie parent puts sales rumour to bed
Uncertainty has surrounded Duncan Lawrie since Camellia, a global conglomerate with agricultural and horticultural concerns, put the bank under review in May
08/28/2015
What staff retention lessons can we learn from Brewin-Charles Stanley spat?
The ensuing court battle featured allegations of a cover up, secret ‘recruiting sergeants’ and clandestine negotiations to prise people over.
08/28/2015
Hurt by Rout, Asia’s Rich Scour for Bargains
Private bankers calm worried clients, advising them to consider risks and opportunities after selloff.
08/28/2015
Video: On the Road in...Jersey
Jersey’s status as an international jurisdiction is attractive to clients and wealth managers alike.
08/27/2015
Using Tax Services as Lead Generation, Marketing Tool
Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.
08/27/2015
HSBC moves asset management head to Hong Kong from London
It will make its decision by the end of the year and Hong Kong would be the most likely destination if it does choose to move.
08/27/2015
BHF Kleinwort Benson keeps mum on offer
The offer was not mentioned in the group's interim results, out just now, but investors and analysts will get an opportunity to talk to management mid-afternoon (UK and European time).
08/27/2015
Marketforce Hosts Thirteenth Annual Conference on the Future of Private Banking & Wealth Management
ln its 13th year, The Future of Private Banking & Wealth Management returns to London on 4th November 2015, providing a leading strategic forum to discuss the key industry issues of today and tomorrow.
08/27/2015
Bank Leumi execs may have to hand back bonuses
A Bank of Israel report expects Eitan Raff, Galia Maor and Zvi Itskovich to return bonuses because of the US tax evasion affair.
08/26/2015
Barclays Pressing Swiss Private Bankers to Double Client Assets
It’s a hard stretch for bankers to try and achieve that.
08/26/2015
DBS named Asia's Best Wealth Manager
According to The Asset, DBS won the coveted Best Wealth Manager in Asia award because of "the bank's ability to recognise the different requirements of both new and established clients, as well as provide wealth management solutions and services