Brooks Macdonald selects AXA Wealth’s platform to offer risk-rated portfolios
British fund manager Brooks Macdonald has selected AXA Wealth's Elevate platform to offer its managed portfolio service (MPS).
ByMonth: April 2012
Barclays opens Zurich office, appoints new head
Barclays Bank (Suisse), which has served clients in Switzerland through its Geneva office since 1986, aims to expand on opportunities…
ByResearch: Credit Suisse claims top ‘rank of ranks’
Indepth new research into the metrics of private banks has provided some interesting comparisons of the worlds top wealth managers…
ByBase currency: USD, EUR or SGD, RMB?
The rise of strong economies outside Western Europe and the US is leading more sophisticated private banking clients to consider…
ByComment: Preserving assets for future generations through family offices
One of the prevailing aims of a family office is to organise the network of a familys assets so that…
ByPreserving assets for future generations through family offices
One of the prevailing aims of a family office is to organise the network of a familys assets so that…
ByBurns Advisory Group, Executive Financial Group merge to form Exencial Wealth Advisors
Independent wealth managers Burns Advisory Group and Executive Financial Group that had merged in 2011 have been named Exencial Wealth…
ByIndia Cabinet approves banking amendment bill
The Union Cabinet in India has approved the Banking Amendment Bill, wherein the voting rights in the private sector banks…
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