07/25/2014
Aust Unity bids for Premium Wealth Management
The companies announced they had executed a non-binding indicative offer under which Australian Unity Personal Financial Services would acquire all the shares in Premium Wealth Management.
07/25/2014
The companies announced they had executed a non-binding indicative offer under which Australian Unity Personal Financial Services would acquire all the shares in Premium Wealth Management.
07/25/2014
Standard Chartered defends Peter Sands from attack
Chief executive Peter Sands is credited with devising the "Balti bail-out" that saved Britain's banks but is now under fire himself
07/25/2014
Investors will profit if the difference between the price of the shares narrows, the person said, asking not to be identified because the details are private.
07/23/2014
Giving it a seat at the table among the nation’s leading wealth managers
07/22/2014
RBC Wealth Management boosts team
The veteran private banker is said to be joining former employer RBC Wealth Management, having left Coutts earlier this month. RBS is reportedly considering selling the overseas arm of the private bank.
07/22/2014
HSBC has awarded its communication mandate to L&K Saatchi & Saatchi for the re-launch of its Premier offering in India.
07/22/2014
Singapore set to overtake Switzerland as world’s largest wealth management hub: report
Bankers are in very great demand.
07/22/2014
[SUPER RICH] From mutual fund tycoon to conglomerate chairman
Mirae Asset ‘grows through challenges’ into leading conglomerate
07/21/2014
China's rich are less likely to keep business in the family unlike Hong Kong’s wealthy
The relatively recent creation of wealth on the mainland and China’s one-child policy have resulted in wealthy mainland Chinese being less inclined to leave their businesses to their descendants, compared with business families in Hong Kong and othe
07/20/2014
The dynamics of private banking in Asia may be changing...
As offshore moves onshore, will there be a challenge to the position of Singapore and Hong Kong as the wealth centres of Asia?
07/18/2014
Dees sign new wealth partner
Under the arrangement, Akambo Private Wealth will be the ‘Official Wealth Management Partner of the Melbourne Football Club’
07/18/2014
BSI Bank ready to samba under new Brazilian owner
Asia will be a big focus for BSI as part of BTG's global strategy.
07/18/2014
Prime invests in advisory firm
"The investment in MPR Group is part of Prime's plan to increase the number of combined accounting and advisory investments incorporating wealth management JVs".
07/16/2014
For the sixth consecutive year, The Asset has recognized Northern Trust for "Best Custody Specialist - Institutional" in the Triple A Asset Servicing awards, highlighting its commitment to high touch client servicing and its unique global opera
07/16/2014
Emerging markets - private banking needs differ
To private banks, these emerging market (EM) entrepreneurs represent a potentially huge new client segment, but to serve them, we must do things a little differently.
07/16/2014
Examples of a family-run businesses building a strong group of independent directors as a part of strategy are now an Indian realit
07/15/2014
Bit Trade Australia is applying for an Australian Financial Services Licence as the company attempts to test the waters of wealth management and merchant services, despite the risk and volatility surrounding Bitcoin – the world’s most famous d
07/15/2014
The acquisition of Goldridge Wealth Management is a great addition to the AdviceFirst ‘family’ of businesses
07/14/2014
J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally
Now in their 23rd year, are respected throughout the financial services and private banking industry
07/14/2014
Secret Path Revealed for Chinese Billions Overseas
China’s foreign-exchange rules cap the maximum amount of yuan that individuals are allowed to convert at $50,000 each year