All articles by BBR Staff
BBR Staff
Leumi acquires Banque Safdie in Switzerland
Israel-based Leumi has acquired the entire outstanding share capital of Banque Safdie in Switzerland after completing all the transactions for an outstanding amount of CHF143 million.
Succession to consolidate five of its firms under new brand name
UK-based Succession Advisory Services, which works with wealth management firms, providing best practice financial planning and customer service to private and corporate clients, has said that it will consolidate five of its firms under the brand name of Succession Wealth Management (SWM), to become a pan-national company.
Swiss private banks could lose US$51 billion after tax pacts, according to a Booz & Co study
Swiss private banks could lose as much as CHF47 billion (US$51.1 billion) in assets as clients make withdrawals before Switzerland’s tax agreements with Germany and the UK come into force in 2013, according to a study published by the consultancy Booz & Co.
Britain announces top tax payer
Entrepreneur and philanthropist John Caudwell is Britains highest individual tax payer, as revealed in episode two of Nick Robinsons BBC2 Series ‘Your Money and How They Spend It’.
Barclays Wealth to turn focus on tier II and III centres in India
Barclays Wealth is planning to extend its reach to tier II and III Indian towns that have registered a sudden surge in their high-net-worth individual (HNWI) population aided by a booming real estate market.
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GlobalOne presents Social CRM for financial services
GlobalOne, provider of software as a service (SaaS), social collaboration and Cloud Computing professional services for the enterprise, has unveiled GlobalOne Asset Management, Retail Banking and Wealth Management solutions.
Nemesis, Galt and MacDeven form partnership to service Europe and Brazil
Monaco’s Nemesis Asset Management has entered into a strategic partnership agreement with two Brazil-based wealth managers, Galt Capital and MacDeven Asset Management, to promote each others services in Europe and Brazil.
Singapore to overtake Hong Kong as Asias financial centre by 2016, says poll
A webinar poll conducted by real estate agent Jones Lang LaSalle has revealed that Singapore is the front-runner to become Asias financial centre by 2016.
Julius Baer Group raises tier 2 capital
Julius Baer Group has placed CHF175 million of subordinated, unsecured debt with institutional and private investors after its book-building process.
Three advisor firms face penalties from SEC
Three investment advisor firms are facing the wrath of the Securities and Exchange Commission (SEC) for failing to set up compliance procedures to prevent securities law violations.