03/23/2015
The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.
03/23/2015
Private client manager brings investment focus
03/23/2015
He became the first major-party candidate to formally enter the race and called for conservatives to “rise up to reignite the promise of America.”
03/22/2015
Julius Baer acquisition of DSP Merrill Lynch’s India ops gets CCI nod
JB is a Swiss private banking group which manages assets worth $297 billion through its presence in more than 20 countries.
03/22/2015
DFSA probing ABN Amro for supposedly failing guidelines
A Dubai-based client of ABN Amro, who did not want to be named, told The National at least one banker was put on enforced leave in early January.
03/22/2015
Wealthy Russians Seek New Havens amid Sanctions, Legal Pressure
Faced with growing scrutiny from authorities and asset freezes in response to the Ukraine crisis, Russia’s rich are turning to Asia
03/22/2015
Rothschilds and the emails of the super rich
The wealth of some of Ireland's richest families, and who manages it for them, could come under the spotlight later this week as a legal schemozzle unfolds in the Four Courts
03/20/2015
He welcomed the group's interest in expanding its financial operations in Bahrain
03/20/2015
This area has potential for significant growth given Singapore's burgeoning wealth management industry
03/19/2015
Pulling power – Fund distributor with Mirabaud
Bertrand Bricheux, head of Mirabaud Asset Management’s fund marketing, explains how his growing team is giving the group a major foothold within the global asset management industry.
03/19/2015
Credit Suisse’s Ferrari Has ‘No Limit’ in Hunt for Wealth Assets
The banker oversees a business that boosted headcount by 11 percent last year
03/19/2015
Atlantic Trust receives national recognition at Family Wealth Report Awards
The Family Wealth Report is a leading trade publication covering news and other developing stories in the North American wealth management, family office and HNW/UHNW sectors.
03/19/2015
Credit Suisse’s Ferrari Has ‘No Limit’ in Hunt for Wealth Assets
Credit Suisse Group AG is seeking to increase the assets managed by its Asia-Pacific private banking and wealth-management unit to account for about a quarter of the firm’s global total.
03/19/2015
Petronella West, Director - Private Clients at independent boutique wealth management firm Investment Quorum, one of the wealth management industry’s best known and most respected figures, has been proclaimed winner of the ‘FactSet Award for W
03/19/2015
“Following an internal review, we have taken the decision to exit our trust businesses in Switzerland and the Cayman Islands.
03/18/2015
Safra Sarasin set aside “adequate provisions,” including for a Justice Department disclosure program for Swiss banks, it said.
03/18/2015
Vontobel intensifies network race with new clients
Vontobelowned structured product platform Deritrade has signed up four buyside clients, in the latest attempt to move ahead of rival Contineo in the race for private banking clients in Asia.
03/18/2015
Morgan Stanley's Asia wealth business goes local
With this, Morgan Stanley is the only global wealth manager whose Asia business is managed via a locally incorporated bank
03/18/2015
Credit Suisse Launches Global Digital Private Banking Capabilities with Asia Pacific Release in Singapore
Credit Suisse on March 18 announced the launch of a global digital private banking platform for clients in Asia Pacific
03/18/2015
UBS Wealth Management Americas Re-Brands Retirement Plan Consulting Business
With a shifting environment and ongoing regulatory changes, including potential new DOL fiduciary rules, retirement plans face growing complexity and increasingly seek consulting services.