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Private Banking

Impact Investing Offers Opportunity for Wealth Managers!

Robert Rubinstein | Posted 12.15.2014 | Money
Robert Rubinstein

Recently I was having a conversation with a private banker who manages wealth portfolios, and she lamented the difficulty of getting her HNW clients interested in Impact Investing. She was recounting to me the challenges she was having in getting her HNW clients interested in Impact Investing

Big Banks Must Dare to Think the Unthinkable

Spiros Margaris | Posted 11.12.2014 | Business
Spiros Margaris

My proposal is a business model for big banks that will ensure a truly independent and conflict-free asset management, free from the influence of the bank's House View.

Singapore: The New Switzerland? Private Banking's New Home

April Rudin | Posted 12.23.2012 | Business
April Rudin

Beyond its private banking affability, lies an economy, climate and destination which seems light years away from Europe (medieval times?) and the United States (third-world country?).

Facebook: Is It Only A "Recreational" Drug For Social Media?

April Rudin | Posted 06.17.2012 | Business
April Rudin

If your firm is not fully engaged with each of these powerful tools, it is a losing effort to both attract new clients and retain existing ones. These platforms work because users are so addicted to them and it's now time for financial services firms and others to get addicted to them too.

Not Only Cheap Electronics: The Chinese Are Manufacturing High Net-Worth Individuals

April Rudin | Posted 06.03.2012 | Business
April Rudin

Hong Kong and China, in general, have established themselves as global manufacturing capitals by inexpensively producing a variety of electronics, clo...

LinkedIn -- The Gateway Drug to Social Media for Financial Services and Others

April Rudin | Posted 05.12.2012 | Business
April Rudin

There are many reports which support the idea that today's potential client will be intolerant of their wealth manager's reluctance to engage on social media platforms.

Man Convicted Of Running Bogus $100 Million Bank Over His Computer

The Huffington Post | Posted 11.16.2011 | Crime

Money doesn't grow on trees and you can't print it on your computer either. That's the lesson Danny Ray Hardin, 52, learned Wednesday in Kansas Ci...

Welcome to the Wonderful World of the High Net-Worth

April Rudin | Posted 05.25.2011 | Business
April Rudin

I enjoy and value teaching others how to network amongst the rich and famous. I am just awaiting the day when I can change sides from an offensive position to the defensive side.

World's Wealthy Sitting On $10 Trillion In Investable Assets

Huffington Post | Nathaniel Cahners Hindman | Posted 05.25.2011 | Business

Here's another possible bump in road to the global recovery: the wealthy are still sitting on trillions in cash. The wealthy have kept a $10 trill...

The Only Real iPad Application for Banking

Brett King | Posted 05.25.2011 | Technology
Brett King

Is there a role for multi-touch iPad applications to improve customer experience in banking? There is really only one interaction that is massively suited to the iPad.

UBS Executive Indicted In U.S. Inquiry

New York Times | LYNNLEY BROWNING | Posted 05.25.2011 | Business

A senior Swiss executive at the banking giant UBS has been indicted in an investigation of the bank and its offshore private banking services for weal...