03/16/2015
Robo-adviser frenzy: Apocalypse or rerun?
What tax professionals' experience says about the future for financial advisers
Wealth and Asset Management
03/15/2015
‘Global crises boost case for private banking’ - Michael Benz, Standard Chartered
These three regions are the fastest growing in terms of wealth creation. This is because many of them are emerging markets. For example, China, India, Indonesia, Middle East and Africa are the regions, where the fastest wealth creation is happening. It is
03/15/2015
RBS Said to Favor UBP as Buyer for Coutts International
Royal Bank of Scotland Group Plc is narrowing the field of bidders for its Coutts International private-banking arm to focus on Switzerland’s Union Bancaire Privee
03/13/2015
Banks in Hong Kong and Singapore need a new kind of candidate. Do you fit the bill?
This is starting to tempt some RMs to consider a career in product development for themselves.
03/13/2015
Pictet launches Chinese debt fund
The fund's investment universe is China’s onshore bond market
03/13/2015
Northern Trust Announces Proposed Capital Actions
In addition, Northern Trust’s Capital Plan provides for the repurchase of up to $675 million
03/13/2015
United States Mint 2015 American Gold Eagle Proof Coins
The coins are available individually in four different sizes or as part of a complete four coin set.
03/13/2015
Banks Linked to Andorran Lender Suspected of Money Laundering
BPA is a private bank based in Andorra, a tiny principality perched between Spain and France that has a thriving banking industry catering to wealthy individuals.
03/13/2015
Swiss bank CEO Gets Pay Increase
The pay was based on a strong performance for the bank, which was “tempered” by legal charges.
03/13/2015
Eight things to know about jobs at Tidjane Thiam’s Credit Suisse in Asia
Credit Suisse’s Asian hiring in the next 12 months won’t get it anywhere near to bridging the RM gap with its Swiss rival
03/13/2015
What Affluent Investors Know About Wealth Management bY Kent McDill
Most wealthy investors believe they know what wealth management services are, but they do not agree amongst themselves on all facets of the service.
03/12/2015
SYZ strengthens its private banking business in Spain
The Spanish private banking entity of the SYZ Group, is continuing its expansion in Spain with the strengthening of its private banking team in Madrid and the opening of an office in Zaragoza.
03/12/2015
Vatican moves closer to ending decades of secret banking
The move would mark the latest step in the reform of the Vatican Bank — known as the Institute for Religious Works
03/12/2015
Threadneedle Investments makes strategic investment in London-based investment bank
This is a significant transaction because a leading global asset manager has made a direct equity investment into a Shariah-compliant investment bank
03/12/2015
The Man Who Helps Countries Turn Investments Into Passports for the Rich
In 2006, the tiny Caribbean state of St. Kitts and Nevis was in deep trouble.
03/12/2015
Dubai-based financial services firm picks Rothschild as float adviser
Further appointments are expected to be made, according to the sources, as the investment firm lines up banks to execute the initial share offering.
03/12/2015
Increased offer for Ashcourt Rowan
This move by Towry brings an end to the uncertainty
03/11/2015
Advisory firm launches dedicated divorce service
Westminster Wealth Management has launched a dedicated divorce service, with no charge for an initial consultation.
03/11/2015
Goodbye wealth management, hello financial life management
For professionals working with clients on life and investment choices, it's time for a new category to capture what they do
03/11/2015
Falcon Private Bank boosts Board
He has worked 30 years in the banking industry, during which he held various prestigious international private banking positions as been appointed as a new member of the board of directors.