10/28/2012
Changing tax rules force private bankers East
Private bankers in the Swiss market are frantically backpedalling
10/28/2012
Private bankers in the Swiss market are frantically backpedalling
10/28/2012
Raymond James Financial Inc. is still working on “digesting” Morgan Keegan, its biggest acquisition, but the financial services firm is keeping an eye out for additional deals.
10/28/2012
Credit Suisse Group AG and a unit of Qatar Investment Authority, the Persian Gulf emirate’s sovereign-wealth fund, plan to start an asset-management joint venture, three people with knowledge of the matter said.
10/25/2012
As announced in September the panel´s objectives include benchmarking the Bank´s compensation systems against industry best practice and against current and intended regulatory requirements; formulating core principles and minimum standards fo
10/25/2012
"Europe suffers from economic recession and aims at attracting foreign investors, and Qatar is one of the countries that can benefit from these opportunities.”
10/25/2012
In reality, there are only two major entry points to the Asian art market
10/25/2012
Rathbones was lauded as showing outstanding commitment to the sector and consistent good performance at the Lancaster London hotel last week.
10/25/2012
When the Retail Distribution Review (RDR) takes effect from 31 December 2013, funds will no longer be allowed to pay commission to advisers for selling their products. Instead, IFAs will have to charge upfront for their advice.
10/25/2012
Private Wealth Firm Earns Editor's Special Award From Private Banker International
10/25/2012
“A lot of people used to keep their money in Geneva but that doesn’t happen anymore,”
10/25/2012
EFG International's stake in EFG Financial Products has reduced to just over 20% as a result of the over-allotment option being exercised in full.
10/25/2012
SEI has announced that it has extended its multi-year strategic partnership with SunTrust Banks, Inc. through 2020. As part of the new agreement, SEI will now handle securities processing functions for SunTrust's Private Wealth Management business.
10/24/2012
We are extremely proud to see RBC Wealth Management recognized for its strength
10/24/2012
The award was announced at the 22nd annual PBI Wealth Management Summit in Singapore. Since first being held over two decades ago, the event has grown significantly and now draws a large number of influential industry specialists, private bankers and exe
10/24/2012
Raymond James Financial has reported record annual net revenues for the fiscal year 2012 of $3.8 billion, up 14 percent from last year, and record annual net income of $295.9 million, up 6 percent from last year.
10/24/2012
SEI Investments reported net income of $50.7 million, or 29 cents per share
10/24/2012
Emphasis is moving away from performance relative to benchmarks and toward investor outcomes
10/24/2012
The Group invested $1.3 billion in targeted growth initiatives in 2012 with productivity improvements driving flat expenses HOH and positive revenue/cost jaws YOY and HOH.
10/24/2012
Private Banking with 3Q12 net revenues of CHF 2,591 million and pre-tax income of CHF 689 million
10/24/2012
Barclays also won ‘Best Private Bank – India’ for the second year running, and ‘Best Private Bank – Japan’ for SMBC Barclays, a private banking joint venture between Sumitomo Mitsui Banking Corporation (SMBC), Barclays