06/19/2015
Wealth advisory firm opens Boston office
An investment management and wealth advisory firm for high net worth individuals and families, announced today the opening of its Boston office
06/19/2015
UBS Group AG and Credit Suisse Group AG would probably suffer substantial losses in a financial crisis
06/19/2015
HSBC Holdings Plc risks losing U.K. corporate clients if it decides to move its headquarters out of London
06/19/2015
The acquisition of Coutts International will add around 30 billion Swiss francs
06/19/2015
The major brokerages may be ceding market share to the independent channel, but industry stalwarts Merrill Lynch, Morgan Stanley, Wells Fargo Advisors and UBS continue to be prime destinations for high-net-worth investors.
06/18/2015
This can help ensure a smooth intergenerational transition in the process.
06/18/2015
Billionaire Sets Sights On German Private Bank
Chinese holding group Fosun International is one of the parties involved in the takeover discussions, one source close to the discussions said separately.
06/18/2015
Credit has become an incredibly important aspect of a financial profile
06/18/2015
Lee was one of the first bankers to break up big corporate loans into small pieces to sell to other banks, an innovation that helped fuel the leveraged buyout boom of the 1980s.
06/18/2015
Merrill Lynch is preparing to send a missive to clients, saying that any fee-based accounts not transitioned onto its new advisory platform–Merrill Lynch One–by year’s end will be converted into commission-based accounts, Wealth Adviser
06/18/2015
A weaker South African Rand will not hamper the growth of the country’s rich list
06/18/2015
The UK's first private bank launch in 30 years has been given the regulatory green light.
06/18/2015
Gibaud told Argentina’s state news agency Telam, that some thirty individuals were involved in recruiting Latin American clients in Argentina.
06/17/2015
Continues to operate from the London office under the new brand.
06/17/2015
British banking giant, HSBC, is considering relocating its headquarters out of the UK, and one Caribbean state is now vying for the spot
06/17/2015
Mirabaud Asset Management, the investment management arm of the Mirabaud Group, is bullish on the growth of GCC equities
06/17/2015
Review of recent Guernsey private wealth news and details of our upcoming events.
06/17/2015
The wealthy constitute one of the most lucrative markets for a broad array of professionals such as financial advisors, insurance agents, lawyers, business coaches, bankers, and accountants.
06/17/2015
Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business
06/17/2015
Investing primarily in global high yield corporate credit with a focus in the US, the fund will aim to generate attractive risk-adjusted returns in both up and down markets and provide investors with an absolute return of 5-7% per annum.