10/20/2014
Regional Investors Eye Wealth Generation
The risk appetite of Middle Eastern HNWIs has increased markedly after the financial crisis
Wealth and Asset Management
10/19/2014
Private banking industry faces rising client expectations
The private banking industry is facing increased investor scrutiny in terms of performance and risk management practices in the post-financial crisis era and this global trend is applicable to the Middle East region too, said Patrick Odier, Global Senior
10/19/2014
RBC Wealth Management's global leadership recognized with two prestigious industry awards
Awards acknowledge best-in-class client service, wealth planning and trust offerings
10/19/2014
Odier seeks greater market access in Europe
New asset booking centers add to competitive pressures
10/17/2014
Bank of America's private wealth management arm hires 26 advisers since August
However, the firm traditionally works with clients who invest $1 million or more in assets
10/17/2014
Old Mutual to Acquire British Wealth Manager for $936.6 Million
The deal will increase Old Mutual's exposure to the lucrative wealth management market, which is forecast to grow by between 6 and 8 percent a year.
10/17/2014
DBS and OCBC's private banks among top ten wealth managers in Asia
Asian banks garnered a record 13.2 per cent share of these assets from 11.5 per cent in 2012.
10/17/2014
Swiss private bank eyes HK tie-up, mulls new offices
The Swiss firm is looking to do a tie-up or acquisition in Hong Kong to expand its regional presence and is mulling further offices, potentially in Singapore and Japan
10/17/2014
East of England Award Finalists
Cambridgeshire based, Beacon Wealth Management Ltd, has been shortlisted for an East of England Business Champions Award. This time, the Independent Financial Advisers have been selected for the Cambridgeshire Business Champions Award recognising Beacon a
10/16/2014
Imagine a world in which suave private bankers have been replaced by algorithms and mobile phone app
Mobile digital private banking on the move is already a reality.
10/16/2014
Malaysia, Singapore have expertise to develop wealth management
Each of these parts contributes to a specific value-added competency, hence we must strive to enhance the regional wealth management industry
10/16/2014
These are the banks in Asia that bankers really want to work for
While private bankers in Hong Kong and Singapore can’t simply pick and choose their employers, their opinions carry more clout than in most other parts of financial services – demand for revenue-generators in Asian private banking outstrips su
10/16/2014
Swiss Banks Entering U.S. Client Disclosure Program
The U.S. voluntary disclosure program for Swiss banks to avoid prosecution for fostering tax evasion through cross-border accounts held by U.S. clients divides banks into four categories.
10/15/2014
Bahamas to Participate in LatAm’s leading event for Wealth Management
A team from The Bahamas is set to speak at the Private Wealth Latin America & The Caribbean Forum October 23-24 at the InterContinental Hotel in Miami, Florida.
10/15/2014
China HNWIs dangerously overconfident: Julius Baer
A strong entrepreneurial spirit has made Chinese high-net-worth individuals (HNWIs) dangerously overconfident about meeting unrealistic investment goals, warn executives at Julius Baer.
10/15/2014
West End's wealth management industry bites back at City with Grouse & Grape Luncheon
The event, in aid of Macmillan Cancer Support, was as much a networking event as a fundraiser, with old friends catching up over grouse baps and Laurent-Perrier.
10/15/2014
More than 140 high HNWIs and advisers attended a Guernsey private wealth management event in Shanghai yesterday
The event, ‘Partnership advantage – Guernsey wealth management services explained’, was chaired by Wendy Weng, Guernsey Finance’s representative in Shanghai
10/14/2014
PwC Wins Partner Innovation Award
"Our clients' successes are our success. From strategy through execution, we are committed to helping organizations drive transformation to improve overall customer experience in today's new digital arena.
10/14/2014
"I Knew I Would Get Fired": Sallie Krawcheck
The financial industry, despite its bad reputation, can do a lot of good in the world. But it has defined itself about money and not about meaning at all," she says
10/14/2014
Bordier & Cie Platform Managed Portfolio Service added to Standard Life Wrap
Offers a high quality, cost-effective way for advisers to manage client assets with a minimum investment of £1,000.