06/02/2015
Stifel deal for Barclays unit would amp up ambitions to attract elite advisers
Acquisition target could add $47 billion in assets to St. Louis-based firm
06/02/2015
Caledonia trust nears £100m deal for 7IM
People familiar with the talks said that an agreement was likely to be struck in the coming weeks
06/02/2015
Butterfield explores overseas indices options
The Bank of Butterfield is to look at listing its shares in either the US or the UK, as well as Bermuda
06/02/2015
The company will spend the next few months introducing the campaign to its employees before launching it externally.
06/01/2015
‘Wolf of Wall Street’-style coke party at jumper’s luxury apartment: cops
Evidence of an epic, cocaine-fueled party straight out “The Wolf of Wall Street” has been discovered inside the million-dollar apartment of an investment banker who plunged to his death
06/01/2015
Experts Provide Advice On Selling And Clienteling To The Super Rich
Annually, they spend over $45 billion on travel
06/01/2015
Villa Del Mare: Lola Wang Li and the secretive web of Chinese wealth
The Treasurer wanted to demonstrate that he was serious about stopping foreigners from evading ownership restrictions and inflating the bubbling market.
06/01/2015
Private Investments And Private Wealth
Most big money was created through equity, which means there’s a centuries-old relationship between entrepreneurism, ownership, and wealth
06/01/2015
The advertising campaign will be followed by a programme of activity that provides Sanlam Private Wealth clients with exclusive, one-of-one opportunities and bespoke experiences.
06/01/2015
How an Israeli bank stiffed Washington
Bank Leumi is one of a vast number of banks that helped Americans dodge tax
06/01/2015
Investment bank reportedly in lead to buy Barclays' US wealth management unit
Currently negotiating key aspects with Barclays
06/01/2015
Private banks seen as hindering Asia multi-asset funds
The chief executive of Principal Global Investors says private banks are preventing the uptake of multi-asset funds, and believes Asia needs to change its pension structures to facilitate change.
06/01/2015
Investors are increasingly seeking to access offshore investments as a result of the relaxation of exchange controls and benefits of greater asset security and returns.
06/01/2015
In Hunt for Higher Profits, a New Frontier for Wealth Management
He needed to liquidate $5 million of assets to put into a family entity for estate planning purposes, and he needed to do it before the year ended.
06/01/2015
Investment Subsidiary to Manage Alternative Assets
05/31/2015
Baroness Ariane de Rothschild tells "Globes" about the tax dispute that has persuaded her husband Benjamin not to set foot in Israel
05/29/2015
Citi Private Bank Nabs Senior Banker From J.P. Morgan
Citi Private Bank has snagged a senior private banker from J.P. Morgan Private Bank.
05/29/2015
Former Deutsche fund manager Helene Jelman has joined forces with ex-Brooks Macdonald director Michael Usher to launch an investment firm
05/29/2015
The firm may target clients in Asia with assets of between $5 million and $20 million when a digital banking platform is ready, Raju said.
05/29/2015
Opinion is divided on the extent to which private-bank clients should be encouraged to consider FX as an asset class and to look at strategies to generate returns from currency volatility