05/06/2013
Duncan Lawrie to manage HNI wealth, offer bespoke solutions
A wholly-owned subsidiary of Camellia, is well set to offer ‘gateway’ support to wealthy resident Indians
Wealth and Asset Management
05/06/2013
RBC Wealth Management receives double recognition at WealthBriefing Awards
The WealthBriefing European Awards aim to showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
05/06/2013
Axa Wealth sales up 79%
“While the strength and appeal of the Elevate proposition remains core to our business development, 2013 will also see an enhanced focus on our specialist product range."
05/06/2013
Canadian wealth-management firm launches new division for high-net-worth clients
The high-net-worth segment will be the fastest growing both in terms of numbers and dollars
05/05/2013
UBS names head of private wealth division in Americas
The ultra-high-net-worth segment is the fastest growing client segment at the firm.
05/05/2013
Millennials a lot like their parents - Merrill Lynch's Private Banking
They are savvy, independent, skeptical and far more conservative than some might think. An exclusive, in-depth look at the new investment generation gap.
05/05/2013
Wealth managers flock to Singapore as Switzerland suffers
Wealth managers are stepping up their search for staff to expand in Asia as Singapore starts to overhaul Switzerland as the world’s top private banking hub.
05/05/2013
Banks in Singapore agonise over rich clients in tax evasion clampdown
Banks in Singapore are urgently scrutinising their account holders as an imminent deadline on stricter tax evasion measures forces them to decide whether to send some of their wealthiest clients packing.
05/05/2013
Princely advice for Asia's wealthy families
A Liechtenstein royal has old money expertise in how assets are secured for next generation
05/05/2013
Swiss private bank eyes U.S. branch to head off tax probe - sources
The bank is considering applying for a licence to serve U.S. clients from the United States
05/02/2013
UBS faces calls for break-up at investor meeting
UBS says will address investor views at its AGM
05/02/2013
Ex-Head of Wealth at Morgan, Lehman Dies
He died on April 29 at NYU Langone Medical Center in New York after a brief illness,
05/02/2013
After the Crisis High Net Worth Investors Expect More From Their Advisors - RESEARCH
Must Exhibit a Heightened Level of Conscientiousness to Win Trust of Skeptical Investors
05/02/2013
Being human costs money - Barclays Wealth survey
What may be seen as rational behaviour by individual investors against the theoretical best practice
05/02/2013
The banker exodus: Will bonus caps drain finance superstars from London?
More than 70% City workers unhappy with their bonus
05/02/2013
Banks and Financial Firms Most Improved in Establishing Personal Connections - RESEARCH
Wealth Managers Have Made Strides but Still Trail Luxury Brands
05/02/2013
Q1 2013 Private Client Indices, ARC Charity Indices and April Estimates Now Available
The figures show the actual returns achieved, on average, by discretionary private client managers across four different risk profiles.
05/02/2013
BNP Paribas Profit Tumbles
BNP Paribas SA (BNP), France’s largest bank, reported a smaller decline in first-quarter profit than analysts estimated, helped by French and Belgian consumer banking.
05/02/2013
Coutts cheers new model as RBS £826m profit paves way for privatisation
Royal Bank of Scotland's (RBS) wealth division has posted a £56 million profit as clients of Coutts, its private bank, cheered its new advice-led model.
05/02/2013
Private banks and wealth managers urged to copy luxury sector on service
The report accompanies a survey of 3,477 respondents globally, with an average $1.9m in net worth.