05/08/2019
What are some of the advantages and disadvantages of offshore banking?
The opportunity to bank offshore or internationally is more accessible than ever.
Wealth and Asset Management
05/08/2019
Britain’s super-rich are Corbyn-proofing their finances
Efforts to protect wealth should Labour take power are being stepped up
05/07/2019
Stevens First Principles Investment Advisors to Join Focus Partner Firm
They will have access to the additional resources and infrastructure of BFSG to further enhance their clients’ experience and ensure continuity of service by joining a like-minded organization.
05/07/2019
Bradesco to boost offshore biz with Miami acquisition
Bradesco stated it plans to retain BAC Florida’s personnel and clients and expand its operations.
05/07/2019
Adding Value and Enhancing the Offering as Private Wealth in Thailand Surges
Addressing the state of the wealth management industry first, Supornpaibul observes that the market is far more active than ever before, with participants focusing most of their energies on chasing down the onshore money rather than the offshore funds.
05/07/2019
UBS: The American Dream
Since February 2018, the U.S.-based brokers at UBS and the Swiss private bankers are sitting in the same boat, having become part of the new super-division dubbed Global Wealth Management.
05/07/2019
SunTrust opens new Private Wealth Management office
The Boston team is the latest example of SunTrust Private Wealth Management expanding into new markets.
05/07/2019
The Bank of East Asia Awarded Best Private Bank in China by Global Brands Magazine
BEA has won "The Best Private Bank, Greater China", by significantly contributing to the way Banking is done by individuals.
05/07/2019
Resolving the Corporate Actions Paradox -The Case for Automation
An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.
05/07/2019
Where Are the World's Millionaires Headed?
Singapore, which welcomed 1,000 rich in 2018, was the most popular country in Asia among migrating millionaires
05/07/2019
Cantonal bank CIO: corrections are painful but necessary
This is damaging the already heavily indebted local banks and companies, Stucki said.
05/07/2019
Credit Suisse AM real estate fund now available to investors
It specifically focuses on properties primarily in the areas of retail, office and logistics, which correspond to modern and energetically sensible real estate concepts.
05/07/2019
Invesco and Franklin Templeton slash private jet budgets
Asset managers cut chief executives’ private jet allowances, following poor performance at the companies
05/06/2019
Julius Baer seeks M&A deals across Asian markets
Swiss private bank eyes targets in Middle East, India and China, CEO says, as global wealth management industry primes for consolidation
05/03/2019
Wealth Management Clients Want Simple and Connected Solutions
More people are willing to pay for financial advice, but what clients value is changing rapidly.
05/03/2019
Pictet WM eyes Indonesian and Chinese clients
Firm said its pure discretionary business in Asia is higher than the average in the region
05/03/2019
Why you can’t afford to ignore private equity professionals
So, if you’re based in London and the South East, or have clients who are based in the City, it may pay to become acquainted with what mortgage options there are for such high-net-worth (HNW) clients.
05/03/2019
UBS Advisor Frank Coiro Named to Forbes List of America's Best-In-State Wealth Advisors
Recognition of an exceptional career in Financial Services
05/03/2019
Citi Partners with Sotheby’s to Educate Art Lovers
The partnership is just the latest sign of banks and private wealth managers reaching outside the walls of the bank.
05/03/2019
An insight into HNW portfolios
Over the past six months, despite volatility in global markets, our clients have continued to increase their allocations to international equities.