06/23/2013
Cantor Fitzgerald to start wealth management business
Cantor Fitzgerald Wealth Partners will cater to people with at least $5 million to invest, with an emphasis on those with $50 million, said Stan Gregor, co-chief executive of the new unit, in an e-mailed statement.
06/23/2013
UBS to Shut India Wealth-Management Unit
The move is part of the company's global strategy of focusing only on "core strengths" in each country where it operates and on businesses that require less capital, the person said.
06/23/2013
UK wealth managers turn Americans away
American citizens living in the UK are struggling to get financial advice as private client and wealth managers turn away clients with links to the US.
06/23/2013
The Hongkong and Shanghai Banking Corporation Club was recognised by the Rugby Football Union in 1887
06/23/2013
Credit Suisse to hand bank staff names to US
The Credit Suisse bank is to disclose the names of more of its staff to the United States authorities
06/23/2013
Because of slowing economies and increasing competition in the sector, private banks in the Asia Pacific region have been cutting their costs
06/23/2013
"We expect this approach to be more effective and swift in slowing shadow activity than previous efforts, which have focused predominantly on rules and regulation."
06/23/2013
Switzerland will not cede its crown in wealth management - Boris Collardi
Globally, Singapore is third, but is expected to pip New York to second place in 10 years.
06/23/2013
What do top executives want from their leaders?
06/23/2013
While ‘yeah’ may seem like an odd candidate for a persuasive word
06/23/2013
“Asia is the highest growth region for private banks and will continue to be so,” McKinsey said. “Most private banks are trying to broaden their product offerings to cater to the specific needs of an Asian clientele.”
06/23/2013
Money from wealthy families is slowly seeping into these offices after a series of mis-selling and mismanagement scandals in both Europe and Asia.
06/23/2013
these new rules as one of the main reasons it had shut its investment services.
06/23/2013
The state-backed Royal Bank of Scotland is under fire for lavishing hundreds of thousands of pounds on corporate hospitality
06/23/2013
It said it attracted new clients from larger firms, along with a mixture of private individuals and families, charities and trusts.
06/23/2013
"The combination of private wealth management and an institutional process is unique, and a different skill set to that provided by many smaller fund managers that are formed through break-away teams from large investment houses," managing direc
06/23/2013
The new UK operation is being branded THG Wealth Management UK, and was due to open its doors initially in the St James’s Place
06/23/2013
The combination of professional holistic financial planning by St. James’s Place, and CAF’s expertise and range of solutions in making charitable giving easy at minimum cost
06/20/2013
Fortitude Financial Planning has teamed up with Seven Investment Management
06/20/2013
The bankers to the Queen of England have become the latest to give a vote of confidence to Irish government debt.