04/16/2015
The state of Delaware has long been known as a leader in trust laws, offering wealthy clients more advantageous tax benefits, investment flexibility, control over trust terms and asset protection.
04/16/2015
Private equity firms are circling Seven Investment Management and could value the wealth manager at over £100m, Money Marketing understands.
04/16/2015
Qatar Executive has adjusted its inflight experience to match the taste of the Asian executive and private traveller. For example, customers can request to be served by Mandarin and Cantonese speaking VIP cabin attendants, who are familiar with local cust
04/16/2015
Guests were given the background to a carefully selected wine from each chosen area by sommelier Jonathan Simpkin
04/16/2015
Here's a good reason to own Singapore property shares: you might not have to own them for long.
04/15/2015
Middle East private banking continues to expand in 2015
The number of Gulf based banks that are hiring talent within private banking has increased dramatically over the last twelve months.
04/15/2015
Wealth Managers Have Opportunity in Automated Advisory
Automated investment advisory services for individual investors have emerged as another pressure facing active investment managers, says Fitch Ratings.
04/15/2015
BMO Private Bank Asia wins Hong Kong and Singapore awards
BMO's Private Banking Operations in Asia Acknowledged for Their Solutions, Global and Local Expertise and Growth
04/15/2015
Charles Stanley Reveals GBP16 Million Fundraising
The company is looking to focus entirely on wealth management, meaning that the main parts of its securities and employee benefits businesses are up for sale.
04/15/2015
The Marque is rapidly building a powerful membership base in London, with growing interest in business capitals across the world.
04/15/2015
These changes will align more directly the Boston Private executive team with execution of the Company’s plan to become nationally recognized as a distinctive Wealth Management, Trust and Private Banking organization.
04/15/2015
Sallie Krawcheck: "Ask for the raise."
“When men negotiate, they’re focused on winning. When women negotiate, we’re focused on maintaining the relationship.”
04/15/2015
At today’s Annual General Meeting of Julius Baer Group Ltd. the shareholders passed all agenda items and proposals submitted by the Board of Directors.
04/15/2015
The move deviates significantly from a string of high-profile internal appointments that the London-based financial services group has made in the past two years.
04/14/2015
RBC must team up with early-stage companies to build the ‘bank of the future,’ says CEO
The bank will need to be part of a “thriving ecosystem” of entrepreneurs in order to innovate and “build the bank of the future,” he said.
04/14/2015
Guernsey presence felt at US estate planning conference
Guernsey's fiduciary sector was represented at a prominent international estate planning conference in the United States
04/14/2015
Wealth management matchmaker bags £500000 seed round
Some of the new investment will be used to fund the launch of findaWEALTHMANAGER.com in Asia.
04/14/2015
Citibank Says former VP of private banking arm ran off with trade secrets
The bank on Friday accused a former vice president of its private banking arm of soliciting former clients
04/14/2015
Vontobel Asset Management has revealed it will seek further growth opportunities after talks to take over Meriten Investments ended unsuccessfully.
04/14/2015
Celebrities share the same reluctance to pay taxes as the rest of us