08/19/2016
The HNW Customer Experience: Super-prime client care and how to deliver it
In luxury design, when you get the customer experience right, it can also mean you have a client for life, says Joe Burns…
Wealth and Asset Management
08/19/2016
Killik & Co confirms Dubai office closure
The Dubai office, which is located in the Dubai International Finance Centre , is the firm’s only branch outside of England.
08/18/2016
Asset Managers Change Direction as Index Funds Break Out
The majority of asset managers are trailing the S&P 500 so far in 2016. A big reason for that underperformance is the emergence of index funds.
08/18/2016
Wealth Adviser Daily Briefing: Dynasty Trusts, Cutting Cash
Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond
08/18/2016
Northern Trust Establishes Securities Lending and Foreign Exchange Services in Australia
Expansion of Capital Markets Business Supports Growth
08/18/2016
Economics and the alternative funds industry - Jersey Finance
At the start of the Jersey Finance Annual Funds Conference 2016, CEO Geoff Cook sets out the big issues facing alternative funds. He discusses:
08/18/2016
Four at Saffery Champness are Citywealth Future Leaders
The list recognises the study and commitment that has enabled them to advance in the industry.
08/18/2016
The CEO of mega-bank Citi is caught between regulators and shareholders
But Citigroup may be the best example of how the Fed's efforts to make the banking system safer are tying management's hands and frustrating shareholders.
08/18/2016
Cembra Money Bank H1 net revenues up 4 pct
Costs are expected to increase slightly for 2016.
08/18/2016
Ex-BSI Asia CEO Brunner Settles Singapore Bonus Suit With Bank
He’s also one of two former BSI executives the Swiss financial regulator has started proceedings against.
08/17/2016
Falcon Private Bank Banned From Acquiring New Singapore Business
A spokesman for Falcon didn’t respond to requests for comment. A spokeswoman for MAS said to finews.asia the regulator doesn't comment on supervisory dealings of banks as a matter of policy.
08/17/2016
Findings of PwC wealth-management report 2016
Let’s start with how the report is compiled.
08/17/2016
NPS: KPI Diamond or KPI Dud for Wealth Management
As the summer sun beats down, reporting season has come about once again across all industries.
08/17/2016
Lombard Odier partners with Filipino bank to grow in Asia
The deal is in line with UnionBank’s plan to offer a more customized wealth management.
08/17/2016
7IM assets grow 30% to over £10 billion
Since the acquisition in September, 7IM has made a series of hires, bolstering its team
08/17/2016
More financial stimulus is needed for long term recovery - St James's Place
Central banks are once more guiding markets’ steering wheel. The Bank of England’s interest rate cut was broadly welcome, although more financial stimulus may be needed for a sustainable, long-term recovery
08/17/2016
Chinese wealth manager sets up Jersey trust firm
A weakening yuan is increasingly pushing wealthy Chinese to try and move their investments abroad in spite of the country's strict capital control regime.
08/17/2016
Institutional and private client service provider establishes the first Jersey " Managed Trust Company" for a Mainland Chinese financial institution
The new ground-breaking licence was issued by the Jersey Financial Services Commission on 14 July 2016
08/16/2016
Investors to look to “safe haven” fine wine postBrexit
This trend has continued with strong demand from US and Asian investors spurred by the fall in sterling against the US and Hong Kong dollar.
08/16/2016
Swiss Private Banking: Desperately Looking for Growth
Remains the option to grow at all cost to achieve the economies of scale.