03/25/2015
Why Coutts’ Higgins is looking to peripheral Europe
This was primarily via German and UK equities, to which he currently has 30% allocated. To gain exposure to Europe, Higgins bought low cost ETFs.
Wealth and Asset Management
03/24/2015
Meet the bankers with the clients that banks in Singapore are now desperate to capture
The population of high-net-worth individuals, those with more than US$1m in investable assets, in China surged to 758,000 in 2013, up 17.8% from the year before, according to a report by Capgemini and RBC.
03/24/2015
Investec W&I invests £500 million into alternatives
Investec Wealth & Investment is investing £500 million of client capital into hedge funds and alternatives, saying that deflation is now less probable.
03/24/2015
Julius Baer transfers acquired Leumi clients
In July 2014 Julius Baer announced its strategic cooperation with Bank Leumi, which included the acquisition of Leumi’s private banking business in Switzerland.
03/24/2015
This year, compliance rules may be a damper on Hong Kong's Rugby Sevens
Institutional fund managers are finding it difficult to accept hospitality beyond reasonable limits because compliance is getting stricter
03/23/2015
Four nods for Fiducia in Money Marketing Financial Services Awards
Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.
03/23/2015
Guernsey: Ahead Of The Curve
Threatening to blacklist jurisdictions which fail to compile public registers of the beneficial owners of trusts and companies is all well and good
03/23/2015
Standard Bank Private Clients rebrands Wealth and Investment
The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.
03/23/2015
Wealth custodian sees value in active management
Private client manager brings investment focus
03/23/2015
Cruz’s Wife Heidi to Take Unpaid Leave From Goldman
He became the first major-party candidate to formally enter the race and called for conservatives to “rise up to reignite the promise of America.”
03/22/2015
Julius Baer acquisition of DSP Merrill Lynch’s India ops gets CCI nod
JB is a Swiss private banking group which manages assets worth $297 billion through its presence in more than 20 countries.
03/22/2015
DFSA probing ABN Amro for supposedly failing guidelines
A Dubai-based client of ABN Amro, who did not want to be named, told The National at least one banker was put on enforced leave in early January.
03/22/2015
Wealthy Russians Seek New Havens amid Sanctions, Legal Pressure
Faced with growing scrutiny from authorities and asset freezes in response to the Ukraine crisis, Russia’s rich are turning to Asia
03/22/2015
Rothschilds and the emails of the super rich
The wealth of some of Ireland's richest families, and who manages it for them, could come under the spotlight later this week as a legal schemozzle unfolds in the Four Courts
03/20/2015
Crown Prince meets Group CEO of LGT Group Foundation
He welcomed the group's interest in expanding its financial operations in Bahrain
03/20/2015
Asia – The New 'Frontier' For Wealth Planning
This area has potential for significant growth given Singapore's burgeoning wealth management industry
03/19/2015
Pulling power – Fund distributor with Mirabaud
Bertrand Bricheux, head of Mirabaud Asset Management’s fund marketing, explains how his growing team is giving the group a major foothold within the global asset management industry.
03/19/2015
Credit Suisse’s Ferrari Has ‘No Limit’ in Hunt for Wealth Assets
The banker oversees a business that boosted headcount by 11 percent last year
03/19/2015
Atlantic Trust receives national recognition at Family Wealth Report Awards
The Family Wealth Report is a leading trade publication covering news and other developing stories in the North American wealth management, family office and HNW/UHNW sectors.
03/19/2015
Credit Suisse’s Ferrari Has ‘No Limit’ in Hunt for Wealth Assets
Credit Suisse Group AG is seeking to increase the assets managed by its Asia-Pacific private banking and wealth-management unit to account for about a quarter of the firm’s global total.