06/26/2013
London ‘third most successful financial centre in wealth management’
Switzerland held its spot as the number one city for wealth management and private banking activities in the survey
06/26/2013
Despite the increased tax liabilities of high value property owners in London the city still remains an extremely attractive location and investment opportunity for overseas buyers.
06/26/2013
Signature Bank in N.Y. Hires Citgroup Private Banking Team
Signature Bank in New York City has hired a private-client team from Citigroup (NYSE: C) and added two more bankers to head its existing groups.
06/26/2013
This report seeks to identify the current state of asset management with regard to social media usage
06/26/2013
The Swiss wealth management boutique Falcon Private Bank has signed an agreement to acquire the Central and Eastern Europe private banking business of Hyposwiss Private Bank Zurich
06/26/2013
The Old Mutual UK Alpha Fund has been added to the Wealth 150 list of our favourite funds across the major sectors.
06/26/2013
The appointment of a new fund manager by Nedgroup Investments has created a strong business and investment link between the Isle of Man, South Africa and the United States.
06/26/2013
The DPS team will be headed by Simon Pinckney, who has more than 25 years’ experience in financial services.
06/25/2013
Asia’s Wealth Is an Elusive Target for Private Bankers
So far, global banks have focused on setting up hubs in Hong Kong and Singapore as centers for wealthy Asians from China, Taiwan and Indonesia to preserve and manage their wealth.
06/25/2013
UBS Says QE's End May Render Gold 'Obsolete'
"With the Fed indicating that economic downside risks have diminished,
06/25/2013
US institutions to expats: 'Take your retirement account elsewhere – now'
First American expatriates were told that their bank accounts weren’t welcome, either in the US or in their new countries of residence
06/25/2013
Independent financial advisory service the deVere Group has today confirmed the appointment of Peter Hobbs as a non-executive director to its board, with effect from 1st July 2013.
06/25/2013
Macquarie sent a memo to its private wealth advisers last week telling them they don’t get bonuses any more unless they make the bank enough in portfolio management fee
06/25/2013
“This is an exciting move for the Corporate Banking team that will enhance our facilities and ideally place us to provide greater support and accessibility to all our clients.
06/25/2013
Independent investment bank Rothschild reported a 16 percent rise in net profit thanks to cost cuts and gains in its M&A and advisory business
06/25/2013
In order to provide an unparalleled level of service and expertise the Bank has partnered with the leading international art advisory firm
06/24/2013
The latest Chelsea RedZone is now available. It highlights the worst performing funds over the last three years. Want to check if any of your funds are included?
06/24/2013
MM’s undercover adviser wonders why those creating the rules are not subjected to the same scrutiny he is
06/24/2013
This acquisition brings 16 new advisers, including all 5 shareholder directors of Shape Financial
06/24/2013
Barclays adds to wealth arsenal with Southeast opening
The branch will offer a range of private banking and wealth advisory services as well as corporate banking through a team led by Mark Moran.