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Showing 151 - 160 of 254 results for "Private banking"

Transaction-based fees hurt private banking clients

MARK SMITH  |  WEDNESDAY, 13 NOV 2013
Credit Suisse's Asia Pacific head of private banking Francesco de Ferrari has criticised the industry's commonplace transaction-based fee structures for not being in clients' best interests. He told Financial Standard that charging clients when they ...

Speakers confirmed for Family Office Forum

STAFF REPORTER  |  FRIDAY, 1 NOV 2013
Leading economists and private banking specialists will be among the keynote speakers at this month's Family Office Forum in Melbourne. The event, which has been organised by the Centre for Investor Education (CIE), will take place from Monday 25 - ...

Credit Suisse Asia Pac private banking chairman steps down

MARK SMITH  |  MONDAY, 29 JUL 2013
Credit Suisse chairman of private banking for the Asia Pacific region Marcel Kreis has stepped down from his role this month, the financial services company has confirmed. Kreis joined Credit Suisse in February 2007 as head of private banking for Asia ...

Credit Suisse awarded best UHNW service provider

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... awarded the award for best institution for its ultra high net worth (UHNW) service offering at the Australian Private Banking and Wealth Awards. Over the last 12 months, Credit Suisse has increased the number of relationship managers dedicated to the ...

More Asian HNWs enlisting private banks

MARK SMITH  |  WEDNESDAY, 12 JUN 2013
... investing, and how they planned to in the future. The results confirmed that the substantial investment the global private banking industry has made in winning HNW Asian clients might be beginning to pay off. While the significant majority of those surveyed ...

Credit Suisse launches SIV portfolios

MARK SMITH  |  FRIDAY, 7 JUN 2013
Credit Suisse Private Banking has launched two new investment portfolios developed specifically for Significant Investor Visa (SIV) applicants. The Private Bank has also established a dedicated SIV desk, specifically focused on inbound enquiries, with ...

ANZ appoints global banking MD

MARK SMITH  |  FRIDAY, 3 MAY 2013
ANZ has appointed Manfred Liechti as managing director global private banking. Starting today, he will report directly to global wealth chief executive Joyce Phillips. Liechti has more than 25 years banking experience in Switzerland, London, Sydney ...

ANZ grows adviser base

MARK SMITH  |  TUESDAY, 30 APR 2013
... confident about the year as a whole," said ANZ chief executive Mike Smith. In a further boost to the global wealth and private banking division, the Australian Financial Review has reported that the division hired former UBS Global Asset Management head ...

Patience with underperforming managers urged: NAB

MARK SMITH  |  MONDAY, 29 APR 2013
... could be an unsatisfactory strategy. Citing a recent US study into the behaviour of retail investors, the bank's private banking division said that many managed fund investors had significantly underperformed. Consequently, it argued against chasing ...

Switzerland falling out of favour with UHNWs

MARK SMITH  |  FRIDAY, 19 APR 2013
Switzerland will lose its status as the private banking capital of the world by 2020, according to a new WealthInsight report. The research group, which tracks global trends in the ultra high net worth segment of the market, said it expected Singapore ...