Banking & Private Wealth Management Blog

JBWere chief to step aside

JBWere chief executive officer Paul Heath will soon depart the stockbroking and private wealth firm now owned by National …

Basel presses ahead with plans to limit bank borrowing

Global regulators pressed ahead on Wednesday with plans to limit overall bank borrowing and make it easier for investors to …

UBS Unit Fined $13 Mln, Reprimanded by French Regulator

UBS AG (UBSN)’s French unit was fined 10 million euros ($13.1 million) by the nation’s banking regulator and reprimanded for …

Wealth management bid bound to fail

Last month the Hong Kong Institute of Bankers, Treasury Markets Association and Hong Kong Securities and Investment Institute …

Why can't private banks break China?

European banks trying to break into China are biting off more than they can chew.


When private bankers think of China they …

Emirates NBD appoints Standard Chartered Private Bank CEO as its new CEO

Emirates NBD ENBD.DU, Dubai's largest bank, has appointed Shayne Nelson, currently head of Standard Chartered's (STAN.L) private …

How tech-savvy is your financial adviser?

As a general rule of thumb, new technology is feared before it is accepted. From the printing press to the telephone to radio …

Credit Suisse appoints Private Banking & Wealth Management Division CIO

Zurich - Credit Suisse has announced that Michael Strobaek will join the bank as Chief Investment Officer for the Private …

HSBC, Citi allowed to distribute mutual funds in China

China's securities regulator has granted licences to HSBC Holdings Plc (HSBA.L) and Citigroup Inc (C.N) allowing the two banks …

Switzerland's New Access Names New Chief Technology Officer

New Access, the Swiss front-office technology firm, has appointed Aniello Conte as chief technology officer.


Previously, …

Manulife Announces Senior Appointments In Singapore

Manulife Financial has bolstered its growth strategy in Asia with four senior appointments at its Singapore business.


John …

Arab Sheikh Sues UBS Over Verbal 'Recruitment' Contract

A Kuwaiti sheikh is suing UBS AG for $21.4 million, alleging the Swiss bank failed to pay him for helping it become lead arranger …

New Abu Dhabi financial zone to challenge Dubai

For a decade, Dubai has prospered as the Middle East's top financial centre, handling tens of billions of dollars of oil wealth. …

Nomura Launches Mobile Platform For Financial Advisors

Nomura Research Institute, the global IT solutions provider, has unveiled a new customer relationship management product that …

Nick Kalikajaros 2017