01/27/2012
Swiss Private Bank agrees to sale amid U.S. Tax-Evasion crackdown
We are determined to see the legal negotiations through to the end. At the same time, it is our duty to guarantee our clients and staff the greatest possible security.
01/26/2012
Succession could seek an initial public offering or private equity investment once it reaches its target of £7bn funds under influence, its chief executive has said.
01/26/2012
Quilter operates with customers who have at least £200,000 (€240,000) in assets, and it has 26,000 clients in Britain and Ireland.
01/26/2012
half-dozen of the richest participants, interviewed in advance of the conference, say economic disparity needs to be addressed.
01/26/2012
The insurer yesterday said it would create a single wealth management unit in Europe, which analysts suggested would improve efficiency, while sharpening its focus on expanding revenue.
01/26/2012
Quilvest Group was originally set up as an independent adviser to support the Bemberg family in the management of its estate in France.
01/26/2012
Wealthy Chinese are snapping up gold, Rolls-Royces and yachts, Louis Vuitton, Chanel and Gucci faster than ever before, with increases registering not in baby steps, as a decade ago, but in giant leaps — 20, 50, even 80 percent, year on year.
01/26/2012
Charles Wang Hongxin, chief executive of E Fund's Hong Kong branch, said distributors including banks require more time to familiarize themselves with the new products.
01/26/2012
HSBC may sell HSBC Premier, the division that targets wealthy individuals in Japan, the people said on condition of anonymity because the plan isn’t public. The London-based bank has started an auction for the business, and may shut it if offers are
01/26/2012
Throughout the decades, Americans have elected very wealthy men to the White House without any fanfare. Yet with record rates of unemployment that many are experiencing over a period of years, the issue of class in the U.S. has gained a new significance.
01/26/2012
This is according to the research findings commissioned by a grouping of wealth management companies seeking to determine the value of the total industry.
01/26/2012
Charles Stanley plans to hire more staff in Leeds, despite the downturn in financial markets.
01/26/2012
For 66 years, they lay unseen, first in a vault on the Upper West Side, more recently in a special cabinet.
01/26/2012
Turnover increased by £5.6 million to £16 million over the period, while partners invested £2.2 million back into the business.
01/26/2012
He joins Barclays Wealth as director within the bank's Glasgow team.
01/26/2012
CFM Partners, headquartered in Zurich, is specialized in advising and executing corporate acquisitions, disposals and mergers as well as corporate valuations for banks and financial services companies.
01/26/2012
The beginning of the year is usually a busy time for bankers and recruiters as many staff members wait to get their bonuses before setting off to a rival.
01/26/2012
Barclays has earmarked its wealth management business for growth during 2012, according to chief executive Bob Diamond.
01/26/2012
STEP & EAPG have developed this educational series comprising five stimulating and thought provoking events.
01/25/2012
Warning against the introduction of any measures that might merely serve to endanger growth or jobs in Austria, the organizations put forward a series of targeted tax proposals, expected to generate additional tax revenue totalling around EUR4.5bn.