02/15/2012
Credit Suisse Private Banking Introduces "Strategic Philanthropy: Guide to Evaluation"
It includes four issue briefs that illustrate how evaluation has been used for different program areas, as well as case studies of how different philanthropists have chosen to incorporate evaluation in their work.
02/15/2012
Harris myCFO offers strong dedication to advocacy in client wealth matters independent advice, and a transparent fee model.
02/15/2012
Institutional wealth manager to acquire SIBT's trust operations outsourcing unit
The acquisition represents a continuation of the strong growth RIS has experienced over the last seven years. The transaction is expected to close on March 31, 2012.
02/15/2012
I think I love you - so what's your net worth?
Decades of pop culture have cemented the notion that love conquers all – including money.
02/14/2012
Credit Suisse Named Best Private Bank Globally
Euromoney is a leading publication for the global banking and capital markets communities.
02/14/2012
The Euromoney Private Banking and Wealth Management Survey was first published in 2004, and is recognized as one of the leading benchmarks for the industry globally. The survey uses a peer ranking methodology.
02/11/2012
Warren Buffett: gold has no value
Berkshire Hathaway chairman and famous investor Warren Buffett has dismissed gold as a "valueless asset".
02/08/2012
Swiss Bank Wegelin Charged in U.S. With Aiding Tax Evasion
The indictment follows charges filed Jan. 3 against three Wegelin bankers accused of conspiring to help U.S. clients hide more than $1.2 billion in assets from American tax authorities. Wegelin announced on Jan. 27 that it agreed to a sale to Switzerland&
02/08/2012
The firm has $1.3 billion of assets under discretionary management.
02/08/2012
Brown Advisory was selected as the winner among six companies nominated by an independent panel of industry experts.
02/08/2012
During the third quarter of fiscal 2012, the quarter ended December 31, 2011, Canaccord Financial Inc., generated $147.9 million in revenue and recorded net income of $2.5 million, or $0.01 per common share.
02/04/2012
U.S. Trust specialists will work with clients and their future heirs to deliver a customized program based on their needs.
02/03/2012
HSBC Canada's Head of Wealth Unit Leaves
He headed HSBC's wealth management unit for more than a year.
02/01/2012
Swiss private bank to eliminate 109 NY jobs
The cuts were disclosed by the Zurich-based company in a filing dated yesterday with the state Department of Labor.
02/01/2012
London-based banking giant named the World’s Most Valuable Banking Brand in 2012
This strong performance from the London-based banking giant stood out in its region; European banks performed miserably, making up 16 of the 20 “fallers” on the table.
01/27/2012
Net income for the first quarter of last year totaled $81.7 million and $68.9 million last quarter. Price per diluted share for the first quarter is $0.53, versus $0.65 per diluted share in the first quarter of 2011 and $0.54 per diluted share last quarte
01/27/2012
Widmer-Schlumpf said Switzerland was already discussing possible fines its banking industry will have to secure a global civil settlement with U.S. authorities.
01/27/2012
Firm Leads Rule 144 and 10b5-1 Broker Rankings with 17.0% and 23.4% of market share, respectively
01/27/2012
The survey was commissioned by Ameriprise Financial and conducted online by Harris Interactive, August 4-12, 2011.
01/27/2012
“The loyalty these advisors have demonstrated during what must have been an excruciatingly stressful period is a testament to their character, their dedication to clients and the importance they place on being a part of a firm that is like family.&a