Templewood: Alignment is the Key to Great Banking Relationships
10 May 2012
Volatile markets, dwindling economic growth and an absence of notable wealth creation are hardly the ideal backdrop to launch a new merchant bank in the UK, Lord David Triesman, chairman of the board of Read more…
Compliant Confidentiality: The New Swiss Private Banking Challenge
08 May 2012
Gone are the days when banking secrecy prevented banks from disclosing customer information. As calls on Swiss authorities to reveal details of those accused of hiding money in Swiss accounts continue, and the global Read more…
Hong Kong Spars With Singapore
20 March 2012
An onlooker into the world of wealth and wealth management would, in a very short space of time and without looking very hard, stumble across one of the key trends, almost obsessions, of the Read more…
Why "Core Millionaires" Will be Fast-Growing, Most Profitable Wealth Segment
20 March 2012
Conventional wisdom has it that the sweet spot in private banking nowadays is the ultra high net worth segment, those clients with upwards of $30 million of net assets. Big integrated banks can sell Read more…
FSA Warns Over "Poor Conduct" in Private Banking
13 March 2012
The Financial Services Authority, in its latest analysis of risks in UK retail investment markets has reiterated its concerns over “poor conduct” in private banking and wealth management. In its latest Retail Risk Conduct Outlook, Read more…
Swiss Lawmakers Pass Tax Deal with US, Eroding Bank Secrecy
06 March 2012
The Swiss parliament has approved a revised tax accord with the US that enables Washington regulators to more easily obtain details of tax evaders from Swiss banks. The new treaty, which partly rolls back Swiss Read more…
'Significant Potential' to Target the Islamic Wealth Management Industry, Says Research
21 February 2012
Strong demand for Shariah compliant services, a growing number of Islamic high net worth individuals and consistent growth of assets means that there is significant potential within the Islamic wealth management industry during the Read more…
Quality Private Banking Acquisitions are More Compelling in Current Climate, Says SGPB Hambros CEO
10 February 2012
The increasing costs of running a private bank has increased the attraction of quality acquisitions for many firms as a growth path to add volume, according to Eric Barnett, CEO of SGPB Hambros. Barnett told Read more…
Cross Selling and Forming Partnerships
08 February 2012
Banco Popular of Puerto Rico is the main subsidiary of Popular, Inc., and the largest commercial bank in Puerto Rico founded in 1893 and ranks 36th by assets among U.S. banks. The bank offers Read more…
Charles Dickens: An Exemplar for Our Times?
07 February 2012
One of the emergent trends in business, economics and finance education is the use of popular works of fiction and non-fiction to illustrate, if not generate, universal laws that are applicable to the subjects Read more…