04/03/2013
Charity clients to be retained in £50m sale of JO Hambro shares
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
04/03/2013
Many of Asia’s rich don’t fancy paying advisory fees to wealth managers as is the standard practice in Europe
04/03/2013
EFG International nominates two new members for its Board of Directors
04/03/2013
Another strong market is Dubai, considered a safe haven in the troubled Arab world, while European markets are still suffering.
04/03/2013
Among assets, real estate continues to dominate Hong Kong UHNWIs' luxury portfolios
04/02/2013
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
04/01/2013
Some private banks in Singapore have established a set of guidelines aimed at protecting themselves from tax criminals
The PBIG guidelines say that when a private bank takes on a new client, staff should determine whether there are any reasonable grounds for suspecting that the funds are proceeds from serious tax crimes.
04/01/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
04/01/2013
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
UK wealth managers starts south east push
The Bristol-based company is looking to service and grow its client base in the South East by opening an office in Caterham
04/01/2013
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
03/31/2013
The tax would apply only to investments not held in Isa or pension accounts and would involve average payments of just £10, suggesting it posed more of an administrative headache than a financial loss.
03/31/2013
Small-time investors seek safer places amid financial turmoil on island
03/28/2013
The disclosure was made by the lender’s Vice President Zhang Qiang at the news briefing on Friday.
03/28/2013
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.
03/28/2013
The bank's customer base currently stands at 750,000, of which 10 per cent are in the wealth management segment.
03/28/2013
We adhere to leading academic research which identifies asset allocation as the key determinant in investment performance.
03/27/2013
The Credit Suisse Private Banking Global Research team has published a Megatrends Framework, which asserts that the analysis of megatrends, major economic, social and political forces, enables successful investments into growing markets.