04/10/2015
RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.
04/09/2015
Managing Risk in Family Businesses
While advisors fiddle with asset allocations, families may face disaster
04/08/2015
Private bank Coutts trims equity positions, favours Spain, Italy over Germany
Private bank Coutts is selling some of its equity positions after a sharp stock market rally in Europe and Japan since October
04/08/2015
Banks talk a big game about the importance of wealth management, and for many of the biggest, it's not just lip service
04/08/2015
In this environment, Switzerland's financial industry seems to be most affected. I am however confident that the stability of the country coupled with its deep-rooted tradition of excellence in private-banking services will continue to be important a
04/08/2015
These high-profile international awards celebrate and reward outstanding individuals, teams and organisations in their respective fields of expertise.
04/08/2015
A group of them have already said they will go directly authorised and use Bankhall’s services rather than join another network.
04/08/2015
The company that houses the Rothschild & Cie. investment bank plans to rename itself Rothschild & Co.
04/08/2015
Julius Baer Group Ltd. jumped to the highest since it began trading in its current form more than five years ago
04/07/2015
Deal comes amid slowdown for large investors in financial advisory firms
04/07/2015
Every generation of affluent consumers makes their mark in reshaping the wealth management industry
04/07/2015
£1m stake in wealth boutique changes hands
A significant interest in European Wealth has been sold on the market.
04/07/2015
UK financial adviser to launch high net worth wealth service
Both companies will continue to outsource investment management.
04/07/2015
“The high level of expertise we have, as well as the stability of Switzerland and its low debt levels, still make it an attractive place as a custodian of wealthy people’s assets,” Mr de Picciotto told the Financial Times in a rare inter
04/07/2015
The wealth management arm will offer a range of financial planning and portfolio management services to new and existing high net worth clients.
04/06/2015
Stem cell company tells investors, 'Make money and save humanity'
A new investment model will see high net worths sponsor ground-breaking research to wipe out the world's diseases
04/06/2015
Germany would be willing to freeze the bank accounts of wealthy Greeks suspected of tax fraud
04/06/2015
The investment bank increased its donations to UK charities in the past year, with schools and universities the main beneficiaries
04/06/2015
Wealth management titans engage in war of words
A war of words between two of the biggest names in wealth management last month may have only been the first salvo in what could be a long-running feud.
04/06/2015
Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue