News, Comment & Analysis results for Coutts

Strategy
30 May 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater...

People Moves
23 April 2024

Julius Baer's Thailand JV Names New Chief Executive

Formed in 2018, the joint venture between the Thai and Swiss banks is an example of the kind of...

Financial Results
14 March 2024

Summary Of Major Banks', Wealth Managers' Financial Results – Q4, Full-Year 2023

Here is a recap of the figures from major banking groups for the fourth quarter of 2023 and for the...

People Moves
8 January 2024

Milltrust's New MFO Recruits Singapore-Based MD, Continues Expansion

The organisation, which was launched in 2023, is designed to tap into the burgeoning wealth of...

Strategy
23 October 2023

From The Editor's Chair: Protecting Clients, Learning From "De-Banking," AI And Philanthropy

Here's a glance back and look forward about the stories, themes and controversies that have been...

Family Office
29 September 2023

Milltrust Launches Sustainability-Focused MFO

The multi-family office has an "East-West" focus – hence its name. ...

Compliance
25 September 2023

Barclays Tells UK Expat Retail Clients Their Accounts Will Close

The UK lender's intention to close accounts applies to retail clients living abroad and doesn't...

Financial Results
6 September 2023

Summary Of Financial Results For Q2, First Half Of 2023

Here is a recap of the figures from major banking groups for the second quarter of 2023. ...

Strategy
10 August 2023

From The Editor's Chair: "Debanking," Rising Japan And AI

July turned out to be a dramatic month in the UK wealth management sector following the...

Strategy
8 August 2023

HSBC Senior Figure Raps UK Government For China Stance – Media

The story highlights how HSBC, which earns a large chunk of its revenues in Asia, has a delicate...

Comment & Analysis results for Coutts

M and A
28 April 2015

EXCLUSIVE INTERVIEW: We Did It! Now For The Task Of Integrating Coutts International, Says UBP

After the speculation, the deal was done, and the Swiss private bank snapped up the non-UK part of...

Asset Management
1 December 2014

Swiss Independent Wealth Managers: Challenges & Opportunities Ahead - 2014

Published in 2014 by ClearView Financial Media Ltd In Association with Coutts ...

Strategy
6 November 2014

EXCLUSIVE: WealthMatters Singapore - Complexity Creates Planning, Structuring Opportunities

A large gathering attended this week's WealthMatters conference, organised by the publisher of this...

Uncategorised
6 November 2013

CONFERENCE CALL: COUNTING THE COST OF ‘COMPETENCE’ WITH COUTTS

At a recent ‘training and competence’ conference in London hosted by the Chartered Institute...

Uncategorised
14 October 2013

Competence in the New Regulatory Landscape

At last week's CISI 'training and competence' conference in London, Paul Slater of Coutts explained...

Strategy
7 August 2013

WealthBriefing, Coutts Launch New Study On Switzerland's Independent Asset Managers

WealthBriefing and Coutts have joined forces to shine a light on Swiss independent asset managers...

Company Profiles
11 August 2011

No Chance Of Looking Tired As RBS's Wealth Business Has A Makeover

Even the most venerable corporate brands need a makeover every so often to stay ahead of the...

Strategy
24 January 2011

Coutts Innovates Again With Shipping Client Segment

As wealth managers know, a number of firms have sought to reach potential clients by creating new...

Strategy
31 May 2007

Are Incentive Schemes the Icing on the Cake for Private Banking Clients?

This week Coutts launches "Courtesy of Coutts", a new points scheme linked to its Gold Card and...

Strategy
14 May 2007

Concierge Services Increase “After Dinner Advocacy" Amongst Wealth Management Clients

In the past decade there has been an explosion of concierge services set up to cater for...