02/07/2012
Swiss private bank Julius Baer said on Monday it expects to have to hand over client data as part of a U.S. tax investigation into wealthy Americans who stashed their money in Swiss banks to avoid paying taxes.
02/07/2012
Rewards may be down and sentiment against them, but bankers will still be flaunting the cash
02/07/2012
For the full year, wealth management pre-tax profits rose 16 per cent year-on-year in wealth management to SFr2.7 billion
02/07/2012
UBS is accepting his decision
02/07/2012
The satisfaction levels of high new worth individuals (HNWIs) with their main contacts at UK wealth managers has fallen this year, with a decline in those saying they are 'very satisfied' with the service received.
02/07/2012
In future, Swiss banks may require their overseas customers to provide proof that any funds held in Swiss accounts have been taxed correctly in the client’s country of tax domicile.
02/07/2012
On Friday, over 60 philanthropists came together at Coutts’ head office to discuss and explore the important role that philanthropy can play in supporting women and girls in the UK and internationally.
02/07/2012
Dwight is expected to become a wholly-owned subsidiary of GSAM in the second quarter of 2012.
02/06/2012
In the world of the rich, money is a subject fit for discussion any time anywhere.
02/06/2012
The bank is currently focused on four major geographical areas: Switzerland, Russia, China and the Middle East
02/06/2012
UBS makes a meal out of ethics at a client lunch
On its menu the bank claimed the food on offer was as ethically sound and tasty as their business practices
02/06/2012
Out of 1,082 organisations that entered the accreditation, Fairbairn Private Bank became one of only 113 organisations across the entire UK to receive the three star accolade, which reflects extraordinary workplace and workforce support and development.
02/06/2012
Societe Generale Private Banking continues to strengthen its presence in France’s regions and is establishing its private banking teams in Nantes, Nice and Toulouse.
02/03/2012
Facebook, the world’s biggest social-networking service, filed yesterday to raise as much as $5 billion in the largest Internet IPO.
02/03/2012
But the most widely repeated superlative about the Facebook IPO is that it will create “1,000 overnight millionaires.”
02/03/2012
Punter Southall Group has today announced that it has taken 100 per cent ownership of fund management boutique PSigma Asset Management.
02/03/2012
"For 2012, we are cautiously optimistic. We will see strong growth in our wealth and private banking business and good growth in Islamic banking," he said.
02/03/2012
Former Northern Rock CFO Ann Godbehere is currently the only woman on UBS' 11 person board.
02/03/2012
LawInContext has launched The Global Wealth Management / Financial Services Professional Development Program - a holistic distance learning training program, which is comprised of three distinct modules, each of which offers a global Fundamentals session,
02/02/2012
Hoare Govett had been one of the most historic and prestigious brands in British stockbroking for much of the 20th century, along with Cazenove, but analysts felt its brand value had been diluted after it got absorbed into ABN AMRO.