newsfeed
Welcome to Private Banker International.com, the
website of the leading newsletter covering international trends in wealth management and private
client investment management.
LEAD STORYSuitors jostle for US client business
Suitors jostle for US client business
Wealth managers, lawyers and accountants are assessing how they can win business from US clients who need to declare undisclosed assets by a 23 September deadline.
It is predicted $30 billion in client assets could be moved around by US citizens, mainly in ...
FREE ARTICLE
19 June 2009 : read more >>
News update by email - FREE TRIAL >>
RESEARCH REPORTS
Best Practice in Banking the Affluent
Steven I Davis
...
more>>
The Ultimate Know-your-Customer Approach: Using Behavioural Finance to Retain and Acquire Wealthy Clients
Michael M. Pompian, CFA
...
more>>
Show more related reports>>
CONFERENCES & EVENTS
For the latest list of VRL KnowledgeBank events click here
Cards International Directory