04/04/2012
The Presidio Group Launches Private Endowment Practice
Former University of Chicago, Princeton Executive Peter Stein to Lead Effort
04/04/2012
Former University of Chicago, Princeton Executive Peter Stein to Lead Effort
04/04/2012
Auction halted by legal fight over war artefacts collected by the Duke of Wellington's trusted aide
04/04/2012
Swiss and German media had reported the Swiss bank had introduced the ban after Switzerland issued the warrants, which accuse the three German civil servants of industrial espionage for buying the bank details of German tax evaders.
04/04/2012
Trusts have always been viewed suspiciously by the French authorities. New legislation imposes draconian reporting obligations where any of the settlors, trustees or beneficiaries are French resident.
04/04/2012
UBS AG (UBSN) must retain a global investment bank alongside its worldwide asset management business, Juerg Zeltner, head of wealth management at the bank, told Finanz & Wirtschaft.
04/03/2012
- Global Banking and Finance Review awards BMO for second consecutive year - Award honours quality, performance and banking ability of staff
04/03/2012
UBS has reportedly added nearly 50 reputed U.S. brokers to its payroll over this quarter – almost completely on the back of hefty signing bonuses. [1] The move looks in-line with the Swiss bank’s strategy of growing its wealth management busin
04/03/2012
Edward Bonham Carter has become the second major figure at Jupiter to make a significant share donation to charity.
04/02/2012
Tax lawyers describe the suits, emerging from a crackdown by federal authorities on Swiss banks, as the first of their kind in the United States to assert that Swiss bankers made improper assertions to their U.S. clients about the tax implications of thei
04/02/2012
While in terms of their current geopolitical interests, histories and cultures, Russia and China are vastly different, their super-rich share many common traits.
04/02/2012
The number of Asians with at least $100 million in disposable assets overtook North America’s tally for the first time as the world’s “economic center of gravity” continued moving east, Citi said today in the report published in pa
04/02/2012
The legal merger between Clariden Leu AG and Credit Suisse AG is complete as of today.
04/02/2012
He will be a member of the management committee and board
04/02/2012
In one of the boldest moves by an offshore life company in recent years, Generali PanEurope this month will formally begin to target the UK high-net-worth and UHNWI market with a flagship portfolio product and wealth structuring services
04/02/2012
Ingenious Asset Management (IAM), has launched a charity service to provide multi-asset investment management for charities and similar bodies in the UK.
04/02/2012
Raymond James Financial announced today that it has completed its acquisition of Morgan Keegan, creating one of the country’s largest full-service wealth management and capital markets firms not headquartered on Wall Street.
04/02/2012
Schroder Private Banking is operating a multi-faceted growth strategy as it looks to build its advisory business and expand its service offering.
04/02/2012
Through SNI, the Alaouite dynasty - that has been ruling Morocco for close to four centuries - is the biggest private stakeholder in the local economy.
04/02/2012
The broker wars of 2012 are heating up as a foreign invader tries to crack the U.S., Asian, British and Latin American markets.
04/02/2012
Wells Fargo officially launched its Abbot Downing brand today to serve ultra high net worth clients, their foundations and endowments.