09/12/2012
According to the Capgemini and RBC Wealth Management World Wealth Report 2012, the number of Asia-Pacific HNWIs hit 3.37 million in 2011, compared to 3.35 million in North America, and 3.17 million in Europe.
09/12/2012
"A strong investment bank franchise in Asia, Eastern Europe and the Middle East gives the bank access to entrepreneurs and other wealthy individuals."
09/12/2012
The paper outlines the digital demands next generation customers will present as they inherit the current population’s wealth in just a few years.
09/12/2012
Germany’s oldest privately owned bank is seeking to add sales staff to its two-strong New York office, as the head of its UK operations suggested that US investors could return to European equities “very quickly” in the right conditions.
09/12/2012
Pre-tax profit was £8.5m on revenue of £53.3m compared to £7.3m off £52.2m a year earlier.
09/12/2012
"IFA adviser numbers have also grown from 53 at the time of flotation last year to 91 at the start of September.
09/12/2012
National Bank of Oman has joined hands with Reliance Wealth Management to provide distinct Indian investment products to NBO's valued private banking customers.
09/12/2012
The ARC Charity Indices allow charity portfolio performance to be compared versus a realistic and sizable peer group of charities whose portfolios have exhibited similar volatility characteristics.
09/12/2012
Credit Suisse could see clients in western Europe withdraw up to a net $37 billion in the next few years as Switzerland bows to pressure to stop foreigners using secret offshore accounts to evade taxes.
09/12/2012
These results, in a recognised industry standard, have improved since last year and represent the bank's ability to serve private banking clients.
09/12/2012
"With this reform, we want to improve and strengthen the acceptance of the flat-rate tax," Swiss Finance Minister Eveline Widmer-Schlumpf told parliament, adding it would mean that 80 percent of those involved would pay more tax after the chang
09/11/2012
The SNB has been piling up euro holdings to defend the franc ceiling of 1.20 versus the single currency introduced in September 2011.
09/11/2012
The taxman has extracted an extra £500m from Britain’s richest people thanks to a special unit set up three years ago to target “high net worth” individuals.
09/11/2012
The investing environment is expected to be choppy for the next 3-5 years, causing investors to delve deeper into non-traditional investment opportunities to protect wealth
09/11/2012
Nine out of ten of the women on the list played pivotal roles in the expansion of their companies.
09/11/2012
If the question isn't rhetorical, then the answer is "no."
09/11/2012
France’s biggest bank Details Plan to Expand U.S. Wealth Management
France’s biggest bank, embarked on a five-year plan to expand services to affluent U.S. clients as the company looks to businesses beyond its core European market for growth.
09/11/2012
In an environment of falling interest rates, heightened market volatility, increasingly correlated share price movements and relentless inflationary pressure, finding a lower risk investment solution capable of preserving wealth in real terms has proved a
09/11/2012
Williams de Broë has been swallowed up by Investec Wealth and Investment in an acquisition that has boosted IW&I’s assets under management to £20bn, Jonathan Wragg has claimed.
09/10/2012
SEI will work with Ryland Gray and the SERCO trustees to design a strategy that seeks to match their investments to the liabilities of their end-of-service benefit scheme.