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.
Wealth and Asset Management
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
08/25/2015
Why London hedge fund managers don’t do Switzerland
For hedge fund traders, moving from London to Switzerland should have been a no-brainer.
08/25/2015
BTG Pactual Chile Cuts 10 From Wealth-Management group
The firm announced the acquisition of Assicurazioni Generali’s Swiss private-banking unit BSI in July last year.
08/25/2015
Bahamas Financial Services Industry Continues to Target Asia’s Wealth Economy
The upcoming promotion includes a schedule of four events in four cities, starting with a Bahamas Landfall event in Beijing on October 29
08/25/2015
China capital opening is wealth manager 'game changer,' DBS says
As it readies for an eventual lifting of capital controls, DBS, Southeast Asia's largest lender, is studying ways to expand in China
08/25/2015
Wellian agrees investment tie up with £140m IFA
Management of the portfolios will be led by Wellian CIO Richard Philbin and investment director Chris Mayo.
08/23/2015
Bankers Play a Role as Family Businesses Contemplate the Future
Some family-owned private companies are taking advantage of the seller’s market, finding company valuation and deal terms too good to resist.
08/21/2015
Swiss-Asia expands to target growth in financial entrepreneurs
Swiss-Asia Financial Services (Swiss-Asia), a Singapore-based independent asset management company, said it plans to expand its operations to meet the rising demand coming from entrepreneurial finance professionals.