10/07/2013
Tax havens are finished says SocGen CEO
The UK government has vociferously denounced tax avoidance and has introduced a general anti-abuse rule.
Wealth and Asset Management
09/24/2013
Barclays to shut wealth management services in 130 countries
“The wealth management landscape continues to evolve at pace,” Peter Horrell, Barclays chief executive officer of wealth and investment management, said in a statement.
09/23/2013
Leading Swiss private bank to exit wealth management for some countries
In other markets including Denmark and Israel, the bank will shut out less wealthy clients and focus on those with balances over 1 million francs, the paper said.
09/18/2013
StepP Private Client Awards set the standard for industry excellence
Five leading industry figures and 15 firms were honoured at the STEP Private Client Awards 2013/14, which were announced last night in a glittering Awards ceremony at the London Hilton on Park Lane
09/14/2013
Banks lock out Americans over new tax law
That's what banks around the world have been telling their U.S. customers.
09/12/2013
US wealth market still attractive for Swiss banks: Vontobel CEO
The United States remains attractive for Swiss private banking as the number of wealthy clients outweighs any problems linked to a long-running battle over banking secrecy laws.
09/12/2013
Vontobel CEO Staub Sees Fewer Swiss Banks After U.S. Tax Probe
Hundreds of banks may be covered by the U.S. plan to punish firms that used accounts to help American clients evade the Internal Revenue Service.
09/11/2013
The 23rd annual Private Banker International Summit and Global Wealth Awards 2013
Hear from leading experts about the threats and opportunities in wealth management
09/10/2013
Another Swiss private bank faces U.S. tax investigators
Private bank Rahn & Bodmer is under investigation by U.S. authorities.
09/09/2013
Goldman said to ditch employees from private bank as they aren't wealthy enough
For years, Goldman allowed its current and former employees to use its private banking services.
09/08/2013
Leading Global bank to Review of Wealth-Management Business in Brazil
Royal Bank of Canada, the country’s largest lender, is undertaking a review of its wealth-management business in Brazil.
09/08/2013
Wealth Management Hiring: What Firms Want
Help wanted: Must have proven leadership ability, strong sales skills and big ideas.
09/08/2013
Shake-up looms in Singapore banking, wealth managers warn
Intense competition, a tendency for wealthy Asians to use multiple private bankers
09/08/2013
Walker Crips gets £6.6m boost
The net proceeds of the sale of the Shares will be used to drive our continuing strategy of growth and expansion
09/08/2013
The startup spicing up Britain’s wealth management industry
THE British public has long been accustomed to depositing their earnings in a bank account, or investing through an established stockbroker.
09/08/2013
Quilter Cheviot appoints Cogent to handle comms
Quilter Cheviot was formed from the merger of Quilter & Co Ltd and Cheviot Asset Management. CategoryPublic
09/08/2013
Leading wealth management firm Expands in Middle East
His responsibilities include overall management of the office and leading the development of key strategic relationships with prospective and existing clients in the Kingdom, such as sovereign wealth funds, central banks, pension funds, asset managers, o
09/05/2013
FREE White Papers
The Wealth Report provides the definitive global perspective on prime property and wealth
09/05/2013
Brooks completes regional footprint with Leamington Spa office launch
The Warwickshire office will be headed by investment team director Mike Divers, who is relocating from London, and takes the number of regional offices up to 11 across the UK and Channel Islands.
09/04/2013
Wealth Managers Recoup Pre-Crisis Asset Levels
Advisors bear substantial reputational risk in determining how to proceed