04/01/2013
Some private banks in Singapore have established a set of guidelines aimed at protecting themselves from tax criminals
The PBIG guidelines say that when a private bank takes on a new client, staff should determine whether there are any reasonable grounds for suspecting that the funds are proceeds from serious tax crimes.
04/01/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
04/01/2013
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
UK wealth managers starts south east push
The Bristol-based company is looking to service and grow its client base in the South East by opening an office in Caterham
04/01/2013
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
03/31/2013
The tax would apply only to investments not held in Isa or pension accounts and would involve average payments of just £10, suggesting it posed more of an administrative headache than a financial loss.
03/31/2013
Small-time investors seek safer places amid financial turmoil on island
03/28/2013
The disclosure was made by the lender’s Vice President Zhang Qiang at the news briefing on Friday.
03/28/2013
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.
03/28/2013
The bank's customer base currently stands at 750,000, of which 10 per cent are in the wealth management segment.
03/28/2013
We adhere to leading academic research which identifies asset allocation as the key determinant in investment performance.
03/27/2013
The Credit Suisse Private Banking Global Research team has published a Megatrends Framework, which asserts that the analysis of megatrends, major economic, social and political forces, enables successful investments into growing markets.
03/27/2013
Aquiline and Genstar will bring their operational expertise and industry experience to help GFWM and Altegris increase their scale and capabilities.
03/27/2013
They will continue to service all existing clients.
03/27/2013
Utilico Investments' 45%-held Bermuda National has agreed to acquire JOHIM CS, the holding company of JO Hambro Investment Management and its affiliates from Credit Suisse.
03/26/2013
We couldn't help but ask ourselves –– what does someone do with that much cash?
03/26/2013
The businesses with a total of over USD 13 bn of assets under management are based in the UK, Italy and Dubai, serving predominantly international Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients across Europe.
03/26/2013
Funds increase at Wealth management group
A 2011 operating loss of £1m was turned into a profit of £90,000, underpinned by a £2m rise in revenue to £25m