02/11/2014
RBC Wealth Management has been recognised as having the ‘Best Private Banking Services Overall’ in Jersey, and number one in 13 further categories, by Euromoney, a global banking publication.
02/11/2014
Nigel Marsh to run boutique’s first retail bond fund after joining European Wealth in 2012.
02/11/2014
Archytas to serve clients across the UK from Cardiff base until new offices can be opened
02/11/2014
The latest product marks the continuing proliferation and evolution of financial services offered by China’s large Internet companies.
02/11/2014
ANZ’s Global Wealth Division has improved business performance in the last quarter of 2013, which is mostly attributed to product cross-sell
02/11/2014
Walker Crips Group is continuing to pursue its growth agenda after a successful last quarter of 2013, with assets under management jumping by 33% over the year.
02/11/2014
BNP Paribas Wealth Management publishes Individual Philanthropy Index by Forbes Insights
BNP Paribas Wealth Management today publishes the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United
02/11/2014
Inflexion’s investment will enable Succession to continue building the UK’s largest independent wealth management business through further acquisitions.
02/10/2014
Credit Suisse Private Banking Americas Hosts Fifth Annual Entrepreneur Summit, "Turning Ideas into Action"
Approximately 50 ultra-high net worth entrepreneurs participated in this exclusive event focused on the theme of "Turning Ideas into Action.
02/10/2014
Big Chinese Internet Companies Are Competing Head On Against Chinese Banks
In the absence of higher returns on their savings, households searching for yield continue to seek out wealth management products and other financial products.
02/10/2014
Assets managed around the world will rise from $63.9 trillion today to $101.7 trillion in just six years, led by growing riches in emerging markets and the expansion of sovereign funds
02/10/2014
Lombard International Assurance launches flexible legacy plan
“These wealthy people are looking to make a tax efficient gift to their loved ones, but with some strings attached.
02/10/2014
Middle East investors turn to Switzerland for wealth management services
Crucial factors such as banking secrecy, diverse investment products and services have contributed to Switzerland remaining a premier offshore haven for the Middle Eastern investors, according to a leading Swiss-based asset manager specializing in the Mid
02/10/2014
Zug based wealth manager to present at Shorex Moscow
To be a featured roundtable discussion facilitator and presenter at the Shorex Wealth Management Forum in Moscow, Russia.
02/10/2014
Barclays Plc posted a full-year profit that missed analysts’ estimates. Chief Executive Officer Antony Jenkins’s complete makeover of Britain’s second-biggest bank was impaired by litigation and compensation charges.
02/07/2014
CSI, AIWM bring leading wealth management designation to North America
The Association of International Wealth Management, a Zurich-based international non-profit organization for wealth management professionals, has partnered with the Training and Certification arm of Moody’s Analytics
02/07/2014
Ten Principles for Good Wealth Management
There are many definitions for family offices. What most could agree on is that they manage the complex needs of very wealthy families with liquid assets above USD 100 million.
02/07/2014
Millionaire Investors Name Real Estate as Most Popular Alternative Asset Class by Wide Margin
Investors Who Work With Advisors Say They Are More Knowledgeable About AlternativesMorgan Stanley Wealth Management Investor Pulse Poll Finds That Physical Assets Dominate List of Alternative Asset Classes Investors Own or Intend to Purchase
02/07/2014
UBS is beating Credit Suisse in the race to see who can shrink the fastest
UBS AG sold 2 billion euros of contingent capital bonds as the cost of insuring against losses on financial debt fell for a third day.
02/07/2014
Societe Generale Private Banking named “best private bank in Europe for structured products” for the 10th consecutive year
Societe Generale Private Banking has been named "Best Private Bank in Western Europe for Structured Products" by Euromoney* magazine for the 10th year running.