05/01/2015
Wealth Structuring 20:20 Publication by Appleby
Wealth Structuring 20:20 is an annual, on-line magazine that aims to tap into the issues facing high net worth individuals around the globe
05/01/2015
Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”
04/30/2015
Fund chiefs lay out the future of wealth management
A revolution in products, fees and advice will come to Asia sooner or later, heads of the regional wealth management industry tell AsianInvestor's Fund Selector Forum in Singapore.
04/30/2015
CIBC sells 19 percent stake in Butterfield
Canadian Imperial Bank of Commerce is selling its $155 million stake in Butterfield, five years after investing in the Bermuda-based banking group.
04/30/2015
The highs and lows of Spiers' 30 years of discretionary innovation
John Spiers saw Bestinvest lose 90% of its revenues overnight before rebuilding the company into a £5 billion wealth management giant that eventually forced him out
04/30/2015
Under the bonnet of discretionary & multi-manager allocations
Discretionary and multi-manager portfolios have trimmed exposure to US and UK equities in favour of Europe
04/30/2015
Barclays Could Unload Americas Wealth Management Unit
One of the last vestiges of Lehman Brothers that still exists at Barclays’ Americas unit could be sold
04/30/2015
Cantor Wealth regroups following CEO's departure
New CEO will be hired as firm tries to jump start recruiting and plans on upgrading its trading platform
04/30/2015
Fund chiefs lay out the future of wealth management
A revolution in products, fees and advice will come to Asia sooner or later, heads of the regional wealth management industry tell 's Fund Selector Forum in Singapore
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