03/05/2012
Tax haven crackdown bad for financial services
The financial services industry in tax havens could suffer immensely if the proposed crackdown is carried out, according to a study from RMIT University.
Wealth and Asset Management
03/05/2012
HSBC appoints regional head of wealth development
Prior to joining HSBC, Vohra was general manager, private bank, retail banking and wealth management for ANZ Singapore.
03/05/2012
Wealth manager scores big coup
Pro Ice provides "personal CFO" services to about 40 hockey players throughout the NHL and tax services to about 100 current and retired players. A couple of newcomers to his tax roster ply their trade at the MTS Centre.
03/05/2012
Bankers at Barclays in line for millions in performance-related payouts
In a move which could spark fresh controversy over City pay, Barclays is thought to be preparing to release millions of pounds of shares to its highest-ranking staff.
03/05/2012
UBS boosts London WM team
Previously he was a managing director at Deutsche Bank in Zurich.
03/05/2012
EU plans tough quotas to put women in the boardroom
Justice commissioner Viviane Reding says equality will take another 40 years without tough action
03/02/2012
Can charities help women to 'shatter the glass silos'?
At a post-Davis report meeting about getting more women on boards, I fixed my smile and focused on the best way to tackle this sort of prejudice. Fortunately some key players wanted to do the same.
03/02/2012
Bonham Carter: we're in an 'Alice in Wonderland’ world
Speaking at an investment dinner for Jupiter’s private clients, he warned against placing too much in the received wisdom of ‘experts’ but nevertheless outlined the macro-economic challenges faced by investors today.
03/02/2012
BBH and Ogilvy vie for Barclays ad brief
It is thought the process is being overseen by Michelle McEttrick, the chief marketing officer at Barclays Global Retail Banking, and David Wheldon, the former Coca-Cola and Vodafone marketer who is the head of brand, reputation and citizenship. He arrive
03/02/2012
Uncertainty dims wealth management results at Canada banks
Canada's two largest banks, Royal Bank of Canada and Toronto-Dominion Bank, said on Thursday profits in their wealth management units edged up in the three months ended Jan.
03/02/2012
Ken Fisher keeps expanding his $42 billion RIA empire despite UHNW head winds
In 2009, Fisher, whose 33-year-old firm is based in Woodside, Calif., broke ground on a second campus in Camas, Wash.
03/02/2012
Brooks Macdonald and Goldman Sachs named the 'Best UK Companies to Work For' in the financial sector
The most comprehensive survey of workplace opinion in Britain has revealed that Brooks Macdonald and Goldman Sachs are The Sunday Times Best Companies to Work For in the financial, professional and business services sectors.
03/02/2012
Williams de Broë loses Edinburgh man to Rathbones
Rathbones has confirmed the hire, which marks an early departure from WdB in the wake of the acquisition of parent company Evolution by Investec.
03/02/2012
Rathbones looks to exploit bank licence
Rathbone Brothers is looking at taking advantage of its banking licence by expanding its client lending proposition.
03/02/2012
Private banks chase Asia’s ultra rich
Bay Area banks are rolling out the red carpet for Asian money coming to the United States.
03/01/2012
New Arrivals At The Top Of UK Private Bank
These key appointments demonstrate our ongoing commitment to growing the business.
03/01/2012
Credit Suisse creates securities research & analytics department
Building on the success of Credit Suisse’s Equity and Fixed Income & Economic Research franchises, the Securities Research & Analytics Department will strategically align the Bank’s research capabilities to encourage collaboration and
03/01/2012
Julius Baer Group concludes share buyback programme
The Board of Directors of Julius Baer Group Ltd. will propose to the Ordinary Annual General Meeting on 11 April 2012 to cancel the shares bought back by means of a capital reduction.
03/01/2012
Pictet Asset Management appoints taps senior investment manager
He began his career as an analyst in 2003 researching consumer, media, retail, autos, financials, industrials, metals and telecoms sectors for India.
03/01/2012
Berry refocuses investment strategies for long term growth
In a drive to remain a step ahead of the chasing pack, and to reinforce its investment strategies, Berry has rebalanced its investment strategies/portfolios to maximise potential returns from the areas in which it sees the greatest opportunities for longe