05/07/2013
Citigroup appoints Chief Strategist for Private Banking
He is currently Managing Director and US Economist in Citi Research, and is held in high regard for his views including his extensive work on demographic and policy challenges with a focus on the implications for long-term asset market performance.
05/07/2013
In a 16th century Swiss castle in March the boss of UBS challenged the head of its private bank to explain his plans for overhauling the business of managing the money of the rich.
05/07/2013
Credit Suisse’s newly formed Global Financial Strategies Group announced the release of its inaugural publication entitled, “Cultivating Your Judgment Skills – A Framework for Improving the Quality of Decisions.”
05/07/2013
Shareholders have issued a rebuke to four Standard Chartered executives
05/06/2013
Another Swiss private bank in the sights of the US Department of Justice
The news came as Patrick Odier, president of the Swiss Bankers Association, renewed calls for a speedy resolution of what he labeled “the extremely difficult negotiations” between the US and Switzerland.
05/06/2013
A wholly-owned subsidiary of Camellia, is well set to offer ‘gateway’ support to wealthy resident Indians
05/06/2013
The WealthBriefing European Awards aim to showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
05/06/2013
“While the strength and appeal of the Elevate proposition remains core to our business development, 2013 will also see an enhanced focus on our specialist product range."
05/06/2013
Canadian wealth-management firm launches new division for high-net-worth clients
The high-net-worth segment will be the fastest growing both in terms of numbers and dollars
05/05/2013
UBS names head of private wealth division in Americas
The ultra-high-net-worth segment is the fastest growing client segment at the firm.
05/05/2013
Wealth managers are stepping up their search for staff to expand in Asia as Singapore starts to overhaul Switzerland as the world’s top private banking hub.
05/05/2013
Banks in Singapore agonise over rich clients in tax evasion clampdown
Banks in Singapore are urgently scrutinising their account holders as an imminent deadline on stricter tax evasion measures forces them to decide whether to send some of their wealthiest clients packing.
05/05/2013
A Liechtenstein royal has old money expertise in how assets are secured for next generation
05/05/2013
Swiss private bank eyes U.S. branch to head off tax probe - sources
The bank is considering applying for a licence to serve U.S. clients from the United States
05/02/2013
UBS faces calls for break-up at investor meeting
UBS says will address investor views at its AGM
05/02/2013
He died on April 29 at NYU Langone Medical Center in New York after a brief illness,
05/02/2013
After the Crisis High Net Worth Investors Expect More From Their Advisors - RESEARCH
Must Exhibit a Heightened Level of Conscientiousness to Win Trust of Skeptical Investors
05/02/2013
What may be seen as rational behaviour by individual investors against the theoretical best practice
05/02/2013
More than 70% City workers unhappy with their bonus
05/02/2013
The figures show the actual returns achieved, on average, by discretionary private client managers across four different risk profiles.