01/19/2015
Opportunities in new geographies and asset classes, a rise in the mass affluent, and aging high net worth baby boomers are sparking new demand for wealth management services.
01/19/2015
Optimism among investment managers has stalled for the first time in three years, according to a survey by the Confederation of British Industry and PricewaterhouseCoopers.
01/19/2015
UBS Wealth Management APAC Head Kathryn Shih discusses Switzerland abandoning the cap on the euro, Hong Kong as a financial hub and the demand for private banking services in China.
01/19/2015
It was decent of Julius Baer to confirm it did not suffer losses in the two trading days after the Swiss National Bank unhitched the franc from the euro.
01/19/2015
"We welcome GVC's decision to be the first investor among many GCC-based corporate and high net-worth investors who are at an advanced stage of discussions to acquire equity stakes in GWM as part of its UK crowdfunding campaign. We expect to ma
01/18/2015
Three days ago, the Swiss National Bank slashed its official interest rate to -0.75 percent; that move, made in faraway Europe, has enormous repercussions for Africans seeking to hide funds there.
01/16/2015
The tour is part of a broader "communications program" Fleming and his deputies have embarked
01/16/2015
Swiss bank invests in Aussie asset manager
The Bonhote Bank Switzerland has entered into a formal relationship with Melbourne-based asset manager Giles Wade.
01/16/2015
Complying with international standards can be a daunting challenge for a jurisdiction.
01/16/2015
Wealth managers, whose focus is on individuals, are badly served by being lumped in with “banks” and are straining to cope with aggressive compliance requirements from the FCA
01/16/2015
Brands can use research to find the right affluent individuals that will be a good fit for their merchandise, regardless of former interactions.
01/16/2015
The Swiss National Bank stunned markets on Thursday by abolishing the franc’s three year-old cap of 1.20 per euro, causing the currency to soar as much as 41 percent against the common currency.
01/15/2015
Pictet Asset Management expects to come to market with the product this quarter as one of several RQFII funds it has planned for the coming year.
01/15/2015
A consortium comprising Singapore’s DBS Group Holdings is among the shortlist of banks for the second-round sale process of Coutts International
01/15/2015
Old Mutual Wealth has launched a new adviser-led self-service option for its investment platform that will allow clients to top-up their Isa and collective investment accounts online.
01/14/2015
The growing onshore and offshore wealth of China's elites "may not be strictly illegal
01/14/2015
Rumors are running wild that Hong Kong tycoon Li Ka-Shing is set to move his assets out of Hong Kong and the Chinese mainland, with some considering this as an indication of a vast devaluation to yuan denominated assets.
01/14/2015
The Wealth Management Plan is a single premium product, but will accept non-contractual recurring premiums after 12 months.
01/14/2015
Hampden & Co, the first private bank to come through the new route to get a banking licence, plans to open the door to new clients before the end of March after securing the final pieces of its payments systems.
01/14/2015
Towry has formed a partnership with Professional Player magazine in a move to offer financial planning and investment management to footballers.