05/24/2012
French bankers miss a left turn and head to UK
Le Grand Depart has started early. High-earning Parisians who normally escape the French capital for the month of August have already crossed the Channel.
Wealth and Asset Management
05/23/2012
Power to Asia’s women
Yet few women in Asia make it to the top. Social norms undervalue girls and women, with sex-selection abortions resulting in an estimated 1.3 million girls per year not being born in China and India alone.
05/23/2012
Wealth managers warn of erosion in investor rights
The ASX is proposing to lift the limit on how much companies worth less than $300 million can raise by issuing new shares.
05/23/2012
Mondiale launches UK wealth management service
Included in the proposition is a multi-asset guaranteed capital investment vehicle that has proved hugely popular on the Continent, attracting some €36bn.
05/23/2012
UBS will merge wealth mgmt, investment Offices - HZ says
Ulrich Hoffmann, currently head of operations in the wealth management unit, will lead the combined department, which will have 7,000 workers, the Swiss newspaper reported in a pre- release of an article to be published tomorrow.
05/23/2012
‘Africa is very central to our strategy’ - StanChart
The strategic discussion at the beginning centered on how to enter each market. And we opened our doors in early 2007and the work and journey since then has been very.
05/23/2012
The cost of acquiring a HNW client
Strategy consultants MDRC have today published a report on the cost of acquiring a HNW client.
05/23/2012
Charities have to tackle 'new normal' economic conditions to survive - PwC
An economic climate of disappointing growth and volatility could be the 'new normal' for charities, prolonging the challenging fundraising climate, and further shocks cannot be ruled out.
05/23/2012
Secrets To Multi-Million Dollar Success: Knowing When To Fire Clients
Kelly Rigas, first vice president and financial advisor in the Private Client Group at RBC Wealth, says she regularly practices this a game with her team that she politely calls “Client Transition Friday.”
05/23/2012
Pictet launches the Pictet-Emerging Markets High Dividend fund
The fund focuses on emerging market companies that offer high and sustainable dividends. The aim of the fund is to provide a return through dividend income and capital appreciation.
05/23/2012
Politicking around the tax treaties
Switzerland could declare in the words of Voltaire, "Lord, protect me from my friends; I can take care of my enemies."
05/22/2012
Young Asian Entrepreneur seeks ePrivate Bank for modern, interactive relationship...
Private banks are known for their traditional, conservative ethos and European private banks in particular have always trumpeted their long and proud histories - old fashioned client service, together with the warm fuzzy feeling that comes from knowing yo
05/22/2012
City gender pay gap hits 21pc
Women working in the City earn 21pc less than their male counterparts, new figures on the gender pay gap show.
05/22/2012
Falcon flies in to nurture Gulf nest eggs
“Whether it’s Egypt or concerns about Iran, people consider the UAE a safe haven, the Switzerland of the Middle East,” the bank’s chief investment officer says.
05/22/2012
ANZ Wealth and Private Banking shifts research to Mercer
ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Private Banking businesses.
05/22/2012
Wells Fargo plans asset-management expansion abroad
The firm will add foreign stock and bond strategies to its U.S.-based mutual-fund unit, open six more Luxembourg-based funds for offshore clients and wrest business from competitors, Niedermeyer said.
05/22/2012
U.S. bank clients casualties in an 'economic war'?
The U.S. is the world’s only super-power, and has not shied from using its economic and diplomatic might to seek and reclaim back taxes, and punish banks who helped hide the money.
05/22/2012
Warren Buffett Talks Philanthropy With 'Giving Pledge' Billionaires
A group of billionaires met to talk about money -- not earning it, but how to best give it away.
05/21/2012
Following an advisory-led strategy by relationship managers can change the face of investing
Damn the financial crisis.
05/21/2012
7IM to offer advisers banking and lending functions
Seven Investment Management is enabling advisers to take deposits and offer clients loans through its platform.