06/09/2013
Goldman Sachs sets new standard for strategic philanthropy
Five years after it began, Goldman executives say that they have no plans to close shop.
Wealth and Asset Management
06/06/2013
Credit Suisse weighs sale of part of German wealth management arm
The Swiss bank has been looking for ways to improve its position in the fiercely competitive European onshore market since 2011
06/06/2013
One fifth of High Net Worth wealth in GCC managed by women
GCC high net-worth women are currently worth around $ 224 billion
06/06/2013
Fondation Philanthropia: a rising name in philanthropy advisory services
Fondation Philanthropia continues to build momentum as it enters its fifth year of operation.
06/06/2013
Kleinwort Benson owner should shake up board
Shareholders should vote for change at Kleinwort Benson owner RHJ International
06/06/2013
Thesis and Antrams form model portfolio partnership
Based on underlying investments, Antrams will offer the range as a core part of its centralised investment proposition
06/06/2013
HSBC Said to Get Offer for Monaco Unit from Safra
HSBC Holdings Plc (HSBA) (HSBA) received an approach from a unit of Safra Group to buy the Monaco private bank the Safra family once owned,
06/05/2013
BNY Mellon Wealth Management Names Industry Veteran to Key Post
Kennedy assumes her new role on July 8. The longtime Chicago resident will relocate to Newport Beach,
06/05/2013
Bankers want twin-pronged attack on richest pickings
The two cultures seeking to work together couldn't be more different, however. Investment bankers are typically called on to close transactions quickly and have little patience for the delicacies of private banking, where it can take years to forge r
06/05/2013
£5.4m bonus payout in Threadneedle St
Bank of England staff enjoyed rising bonuses last year, according to its latest annual report
06/05/2013
Affluent Household Outlook Up Due to Millionaire Confidence
Affluent investors expressed the highest confidence in the Economy, followed by Household Assets
06/05/2013
How Does Financial Literacy Affect Wealth?
Less affluent Investors surveyed wish they had saved more and taken on less debt prior to the financial crisis
06/05/2013
Liechtenstein's VP Bank Restructures Top Management
VP Bank Group is aligning its organisational structure more closely with the changing market conditions and is reinforcing its client focus.
06/05/2013
Pain May Come Before Gain for Private Banking in Singapore
Given the huge size of this pie, private banks in Singapore are worried about whether the new regulations will hurt their competitiveness.
06/05/2013
Feeling Like Gatsby? Net Worth Hits Another Record
Americans’ wealth continued its snapback from the financial crisis in the first quarter
06/04/2013
Citi Awarded Mandate from Mackenzie
This mandate marks the beginning of a long term collaboration between Mackenzie Singapore and Citi in Asia.
06/04/2013
Russian investor acquires a bank in Latvia
We boast extensive positive experience of М2М Private Bank in the Russian private banking market, and we know that many of our clients are interested in us servicing their international private banking and wealth management needs
06/04/2013
Fleming opens Morgan Stanley's wallet
"We are driving growth and the top line rather than primarily on the expense side of the equation.
06/04/2013
Credit Suisse Seeks to Boost Profits in U.S., Europe Wealth Unit
Credit Suisse Group AG, Switzerland’s second-biggest bank, is working to boost profitability of its wealth-management businesses in the U.S. and western Europe
06/04/2013
The New Normal: Codifying Superior Client Experience in Wealth Management - RESEARCH
Barclays Wealth and Investment Management and WealthBriefing have launched a new research report, entitled The New Normal: Codifying Superior Client Experience in Wealth Management.