06/02/2013
HighTower Adds First Firm to Network
HighTower deploys its proven transition resources so advisors and their clients can seamlessly realize the robust resources available on HighTower's platform.
Wealth and Asset Management
06/02/2013
Walker Crips completes sale of corporate adviser subsidiary
Walker Crips Group has completed the sell-off of its subsidiary Keith Bayley Rogers and Company Limited to BWV Investments Limited.
06/01/2013
Central Bank Not Mandated to Rescue Banks -Report
The Swiss National Bank is responsible for maintaining the stability of the country's financial system but isn't obligated to rescue banks
06/01/2013
The philanthropy debate: Are the wealthy giving their share?
We are becoming a society in which more emphasis is placed on philanthropy as a social good. It’s often portrayed as much more noble and efficient than paying taxes (especially to “untrustworthy” politicians).
06/01/2013
Britain can no longer afford to bankroll the rich
A generation of "opinion formers" has assured us that the rich are none of our business. If others become extremely wealthy, it is self-defeating to criticise them.
06/01/2013
Wealth management: UBS seeks Brazilian growth through family offices
We are looking at the family offices segment as an opportunity for growth,
05/31/2013
A New Wealth Management Industry Mandate
Clients are mad as hell, and they're not going to take it anymore—unless the industry makes some changes.
05/31/2013
George Weiler III, UBS Wealth-Management Executive, Dies at 69
George H. Weiler III, senior vice president for wealth-management services at UBS AG, has died. He was 69.
05/31/2013
Wealth management firm estimates LGBTs have $800 billion spending power in Asia
A new wealth management firm targeted at LGBT investors in Asia estimates that LGBT consumers across the region
05/30/2013
CIBC renews CEO's contract
His contract renewal was widely expected
05/30/2013
HDFC Bank's Aditya Puri is still highest-paid Indian bank CEO
Puri has been leading the country’s second largest private bank since 1994
05/30/2013
The Walls Around Investment Research Are Crumbling
One of the key reforms put in place in the settlement was the bar on basing the compensation of stock analysts on their contribution to investment banking revenue.
05/30/2013
Julius Bär eyes Asian clients after Bank of America Merrill Lynch acquisition
Swiss private bank Julius Bär is aiming to have a majority of its clients from Asia after it acquired Bank of America Merrill Lynch's private banking business outside the United States.
05/30/2013
Natixis appoints Chief Economist
Patrick Artus as Chief Economist of the Bank
05/30/2013
Aussie wealth outpaces US, says survey
Personal wealth growth in Australia has outpaced Europe and the United States - but it lags behind Asia.
05/29/2013
Top wealth owners prefer to invest in the Mideast
A majority of wealth owners in the region intend to continue to invest their money in the Middle East at the expense of other regions
05/29/2013
May Survey Finds Non-Millionaires More Eager than Millionaires to Invest
Our monthly survey breaks down Affluent investor preferences by Millionaire and Non-Millionaire households
05/29/2013
REYL Group reports on a good year
The results for the REYL Group underline its continued growth and the attractiveness of a diversified product range customised for a client base comprising international entrepreneurs and institutional investors.
05/29/2013
Royal Bank of Canada reports 26% increase in net income
Wealth Management net income was $225 million, up $13 million or 6% compared to last year
05/29/2013
Wealthy families in the Middle East have a strong entrepreneurial spirit - RESEARCH
The Report found that wealthy families in the Middle East have a strong entrepreneurial spirit